Excellent Graduate Opportunity – Investment Management

Sydney (Region), New South Wales (AU)
Feb 21, 2019
Mar 23, 2019
Industry Sector
Asset Management
Employment Type
Full Time

Our client is one of the world’s leading fixed income investment managers, operating in global markets across the Americas, Europe and Asia with a broad client base ranging from institutions, corporations, central banks, pension funds, and endowments, to financial advisors and individual retail investors. They are an industry pioneer and continue to push the boundaries of excellence at a firm, and employee, level. The Australian arm, based in Sydney, are looking to hire a junior Account Analyst to work with the existing Account Management team.

The Account Management team oversees relationships with the firm’s clients, as well as supporting their business development activities locally. Their primary function is to provide an exceptional service to clients at all times. This will include:

  • Accurate preparation of client reports across performance, trading activity, portfolio valuation and risk metrics
  • Support of the account management team through provision of market and portfolio data
  • Analysis of portfolio data including qualitative and quantitative performance attribution
  • Management and streamlining of reporting requirements
  • Support of new business activity – identifying opportunities, driving marketing campaigns, preparation for pitches
  • Other ad hoc and related duties

This role will require a high degree of mathematical aptitude, and competency using Excel/financial analysis tools. The successful candidate will likely be a recent graduate of under- or post-graduate studies in Finance, Economics or similar, with exceptional results, as well as:

  • An interest in pursuing the CFA (Chartered Financial Analyst) designation
  • Internships or experience with an investment manager or related financial institution
  • Some understanding of, and interest in, financial markets and macroeconomics
  • Proficiency with Excel and PowerPoint (and preferably VBA) and a general capacity for software and databases
  • Self-motivation, acute attention to detail, strong organisational skills
  • Excellent interpersonal and communication skills
  • Strong value set, a commitment to excel and an inherent desire to succeed and develop a career within markets

Some of the benefits of this role will include:

  • Working as part of a top performing team, one of the very best in the industry
  • Exposure to a global leader within investment management
  • A significant level of training, from both a volume and quality perspective
  • A clearly defined development plan and career path
  • A consistently stimulating and challenging learning environment
  • International opportunities down the line