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Senior Investment Analyst

Summary

Leads investment research on managed funds and multi-asset strategies, producing reports and insights to guide portfolio decisions and advise financial advisers. Focuses on risk-adjusted performance, sector analysis, and stakeholder communication using tools like Excel.

Lead high-impact investment research that directly shapes portfolio decisions and influences financial advisers and their clients.

This role offers the opportunity to take ownership of sector coverage within a highly respected investment research team, producing influential insights and reports that guide real-world investment decisions. You will work alongside experienced professionals, contribute to a strong research culture, and deepen your expertise across multi-asset strategies. With exposure to senior stakeholders and the ability to lead sector reviews, this is an excellent opportunity to elevate your career in a collaborative and growth-focused environment.

Your key responsibilities as a Senior Investment Analyst will include:

  • Leading the production of high-quality research reports on managed funds and multi-asset investment strategies
  • Acting as the lead analyst in sector reviews, presenting insights and recommendations to internal and external stakeholders
  • Monitoring and evaluating fund performance using risk-adjusted metrics to ensure alignment with market conditions
  • Maintaining up-to-date knowledge of market trends, risks, valuations, and sector developments
  • Delivering accurate and timely research outputs in line with monthly schedules and team objectives
  • Collaborating with colleagues and stakeholders to support research quality and investment outcomes

You will need the following experience and skills to join us as a Senior Investment Analyst:

  • You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights
  • You will have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics
  • You will have strong proficiency in Microsoft Excel and the Microsoft Office Suite
  • You will be an excellent communicator, confident in presenting insights and engaging with stakeholders
  • You will have experience or strong exposure to Fixed Income and Multi-Asset investment strategies

Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients!

We foster a collaborative, high-performing environment where continuous learning and professional development are strongly encouraged. You will be part of a team that values knowledge sharing, critical thinking, and high-quality output, while benefiting from flexible working arrangements and opportunities to contribute to impactful research projects. Our culture supports growth, innovation, and the ability to build meaningful relationships across the investment industry.

Benefits

  • The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally
  • A pleasant, ambitious and professional working climate with good opportunities for further development
  • A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
  • Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
  • Eligibility of discretionary bonus
  • 4 days study leave per annum
  • $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
  • A range of wellbeing offerings and discounts on everyday spending
  • Flexible work options under our Versatile Work Practices

Apply now and we'll aim to get back to you with feedback within 5 working days.

What this application asks

workable

First name, Last name, Email, Location, Phone, Resume, Have you previously worked for, or are you currently employed by, FE fundinfo or Zenith Investment Partners in any capacity?, If currently employed by FE fundinfo or Zenith Investment Partners, please provide your 7-digit Unique ID. If you are unsure of your Unique ID, please contact your local HR to obtain it. You must also use your work email when completing the email field above., Do you have any immediate or extended family currently employed by FE fundinfo?, If yes, please provide further detail below.

  • Do you have over 4 years of direct experience in investment research or a closely related role? yes / no
  • Which best describes your experience with investment research reporting? choose one
  • Which of the following asset classes do you have experience analysing? (Select all that apply) choose any
  • Which of the following have you done in your previous roles? (Select all that apply) choose any
  • Which tools or systems are you confident using? (Select all that apply) choose any
  • What is your highest level of qualification? choose one
  • What are your salary expectations in AUD (gross per year, excluding superannuation)?
  • Do you have the right to work in Australia without requiring visa sponsorship, now or in the future? yes / no
  • What documentation grants you the right to work in Australia (e.g. Australian passport, permanent residency, work visa, etc.)?

See also