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Mutual Trust
Melbourne
About Us Mutual Trust is a modern Multi-Family Office providing integrated wealth services to some Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most. About Our Team Mutual Trust has over 210 staff, located across our offices in Melbourne, Sy
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About Us
Mutual Trust is a modern Multi-Family Office providing integrated wealth services to some Australia’s most successful families, family businesses, trustees, not-for-profits and individuals. Our purpose is to help families achieve what matters most.
About Our Team
Mutual Trust has over 210 staff, located across our offices in Melbourne, Sydney, Perth and Adelaide. Our team enjoys a fun and engaging culture. We have diverse roles and opportunities across wealth management, accounting, tax, family office, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.
The Opportunity
Reporting directly to the Director of Research & Portfolio Management, you'll be instrumental in the research, recommendation and monitoring of both listed and unlisted funds, ensuring our clients' portfolios are optimised for success. This role offers the unique opportunity to play a pivotal role in shaping and maintaining the investments on our Approved Product List (APL), crucial for our wealth management services.
Key Responsibilities
Monitor and report on existing listed and unlisted managed funds on the approved product list.
Assist with the search for new listed and unlisted managed funds and make recommendations for selection.
Undertake asset class and market research and analysis that supports manager research initiatives.
Communicate findings to internal stakeholders, including development of client-facing and external content.
Provide analysis support for the Research and Portfolio Solutions team.
About You
You're a detail-oriented professional with a genuine passion for investment and research. With your strong commercial acumen and collaborative spirit, you're ready to deliver impactful solutions to our internal stakeholders and clients.
What we're looking for:
A minimum of 2 years’ experience in managed funds research. Direct investing experience is a plus but not essential.
A degree in finance, economics or a related discipline. Postgraduate studies or CFA participation would be highly regarded.
A deep understanding of manager strategies across various asset classes, with an analytical mindset and strong quantitative skills.
Familiarity with wealth management and financial planning concepts, as well as the compliance and legislative framework governing financial services.
Excellent communication skills and the ability to engage effectively with key internal and external stakeholders.
You should also be:
Highly accurate with a keen attention to detail.
Agile and flexible, willing to adapt as needed.
A self-starter capable of prioritising tasks and managing expectations.
Culture & Benefits
As an employee of Mutual Trust, you will enjoy:
Supportive flexible work arrangements and the opportunity to purchase additional leave.
Professional training and development for staff of all levels.
Yearly health and well-being allowance and activities.
Work with industry experts in highly specialised roles.
Employee assistance program offering free counselling and support for you and your family.
Annual performance payment based on the business and your performance.
Paid community/volunteer days and charity involvement.
How to Apply
Mutual Trust is a purpose-led organisation. We achieve this with people who are Excellent, Heartfelt, Inspiring and Principled. If these values resonate with you, please submit your application online with the following:
A cover letter, and
A detailed resume in Word format.
If you would like more information on this role, please call Kate Farmer on 03 9605 9645.
Only applicants with permanent residency or without visa restrictions will be considered.
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Investment Analyst (Research & Portfolio Management) jobs in Melbourne
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