Junior Research Analyst

Job title: Junior Research Analyst

Company: Findex


Job description: Job Category: Corporate ServicesJob Description:The OpportunityDue to an exciting growth phase, Centric is seeking a Junior Research Analyst to join our Investment Platform. This is a full-time, permanent opportunity, flexible on location for the right person.The investment team is responsible for multiple investment components that are delivered to dealer groups and other external partners including trustee and administrative. A key area of the teams responsibilities is model portfolios / managed accounts where we provide asset allocation and investment blending targeting specific investment objectives.The successful candidate will learn how an investment is likely to perform and how sustainable it is. You will participate in our sound portfolio-management strategy by providing the necessary data for our decision-making process. The natural progression of this role is into an analyst role, where you would be involved in fund manager research, macroeconomic research, and portfolio construction amongst other things.What does a typical week look like?

• Performance reporting for portfolios, sectors and individual funds,
• Trustee reporting, TMD & APRA reporting
• Communication materials such as fact sheets for models.
• Quantitative analysis on respective listed and unlisted investments,
• Assist Senior Analysts in preparation of recommendations for Investment Committee purposes,
• Investment administration as required (compliance/risk checks etc),

Let’s Talk About YouThe successful person will possess the following skills, experience and attributes:

• Relevant Tertiary degree in Finance/Business/Economics/Investments,
• CFA or relevant industry qualification (highly regarded),
• Relevant working experience within financial planning, investments, etc.
• Solid understanding of financial set-up, procedures, statistics and economics
• Excellent quantitative and qualitative analytical skills

The Perks

• Dynamic working environment – work from home and/or office, great flexibility
• Work with a collaborative, fun team
• Access to Employee Assistance Program
• Career development opportunities based on your preferences as the business is rapidly growing

Why Centric?Centric is a comprehensive online wealth management platform providing advisers and investors the ability to manage their wealth easily and efficiently. Through the platform, clients have a full view of their assets and liabilities in one place, even if they’re held outside Centric.Offering access to competitive investment products including Centric Super, Centric is a dynamic way to design and manage portfolios for investors at all life stages, also enabling reporting and access for aligned professionals such as accountants.With over $3 billion in FUM and backed by FNZ, Centric offers a flat administration fee and full pricing transparency, together with healthy cash rates and a low cost to trade. Designed for advisers through extensive consultation with advisers, the Centric team is passionate about delivering a quality platform and experience, enabling advisers and their clients to thrive.Next Steps?Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.Please note:Only candidates with valid work rights within Australia in which this position is based will be considered.Centric/Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

Expected salary:

Location: Australia

Job date: Wed, 21 May 2025 01:44:03 GMT

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