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Associate Investment Analyst or Investment Analyst

Zenith Investment Partners
Melbourne (LGA), Greater Melbourne (Inner) (AU)
Base Salary + Super and attractive annual learning and development benefits
Closing date
Sep 27, 2023

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Job Details

The Associate / Investment Analyst role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for maintaining databases, the collection and co-ordination of requisite information, writing detailed research reports and assigning investment ratings on the funds.
The successful candidate must possess excellent writing skills, a keen interest in investment and financial markets, strong communication skills and sound numerical, analytical and spreadsheet knowledge. 
Work experience within an investment research, financial planning or funds management organisation would be advantageous although not compulsory.

What we are looking for: 

  • Maintain databases and other quantitative information to aid with fund filters and other related analysis
  • Aid with collection of information and supporting documentation for fund manager reviews, sector reports and other logistics
  • Participate in fund manager assessment meetings in their office (this will require interstate travel with prospects for international travel)
  • Fund manager review file notes
  • Score assessment criteria for fund managers
  • Present and support investment ratings to research committee
  • Write reports (allocating and assigning investment assessments and recommendations on funds across a variety of investment fund asset classes)
  • Review reports / investment products covering investment style, process, strategies, performance and structures
  • Send research reports to managers
  • Incorporate relevant factual feedback from managers in reports
  • Publish reports on Zenith website to clients


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.

In December 2021 the Zenith Group was acquired by FE fundinfo. FE fundinfo is a global leader in investment fund data and technology. By making our industry Better Connected and Better Informed, we support investment decisions worldwide. We create market-leading products and provide innovative solutions that ensure people and companies have access to trusted and timely data anywhere, at any time.

Working with leading asset managers and distributors globally, we are uniquely positioned in the investment industry thanks to the quality of our data and extensive network. Every day, thousands of people rely on us for their data, which include fund managers, life and pension providers, banks, insurers and financial advisers. 

Company info
+61 3 9642 3320
Level 22, South at Queen & Collins Tower
376-390 Collins Street

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