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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
As a Senior Investment Analyst reporting directly to the Director of Research & Portfolio Management, your role will be integral to advancing our wealth management capabilities. You'll be at the forefront of managing and enhancing our Approved Product List (APL), focusing on unlisted assets including property, private equity, hedge funds, and private debt. Your expertise will guide research, data analytics, and the overall administration of these investments, ensuring our strategies align with client goals and market opportunities.
Key Responsibilities
Engage in proactive monitoring and reporting on our portfolio of existing fund managers, ensuring alignment with our strategic goals.
Identify and assess new investment opportunities, presenting findings and recommendations for enhancing our investment offerings.
Lead in-depth analytical research to refine portfolio strategies and improve individual asset class performance within model portfolios.
Conduct comprehensive asset class and market research to bolster our investment thesis, crafting engaging materials for both internal stakeholders and clients.
Support the Research and Portfolio Management team with tailored analysis, enhancing decision-making processes.
About You
You're a driven professional with:
At least 5 years of experience in investment analysis, with a preference for backgrounds in unlisted investments.
Exceptional attention to detail and accuracy.
A profound passion for investment strategy and research.
Flexibility and adaptability to meet the evolving needs of our clients and markets.
Strong analytical skills, capable of assessing complex data into actionable insights.
A solid foundation in finance or a related field, augmented by experience in managed funds research.
Expertise in assessing investment strategies across multiple asset classes.
The ability to effectively manage time, prioritise tasks, and meet stakeholder expectations.
Outstanding communication skills, facilitating clear and impactful exchanges of information.
Culture & Benefits
As an valued team member 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.
Note: The selection process will incorporate technical testing to evaluate suitability for this role.
Only applicants with permanent residency or without visa restrictions will be considered.
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Senior Investment Analyst (Research & Portfolio Management) jobs in Melbourne
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