About

• Take the lead in shaping investment insights that drive strategic decisions across a fast-paced, globally expanding business.
• As a Senior Investment Analyst at Zenith Investment Partners, you’ll be at the forefront of investment research, leading high-impact projects and producing influential reports that guide financial advisers and their clients. This role offers the opportunity to work with a team of experienced professionals, take ownership of your sector coverage, and contribute to a culture that values continuous learning and professional growth.

Your key responsibilities as a Senior Investment Analyst will include

• Leading the production of high-quality research reports, providing detailed insights into managed funds and exchange traded investment strategies.
• Operating as the lead analyst in sector reviews, presenting findings and recommendations to internal and external stakeholders.
• Monitoring and evaluating the risk-adjusted performance of funds under your coverage, ensuring alignment with market trends and client needs.
• Staying informed on current issues, valuations, risks, and returns within your assigned sector.
• Collaborating with colleagues across research and consulting teams to deliver integrated investment solutions.
• Ensuring timely and accurate delivery of research outputs in line with monthly work schedules.

You will need the following experience and skills to join us as a Senior Investment Analyst

• You must have advanced proficiency in Microsoft Office Suite, particularly Excel
• You will have demonstrated experience in investment research, with a strong track record of producing high-quality reports and insights.
• You will bring proven research capability across Fixed Income, Multi-Asset, and Alternative strategies, with experience in assessing private market real estate and infrastructure funds considered highly advantageous.
• You should possess excellent communication and presentation skills, enabling you to lead meetings and clearly convey complex investment ideas.
• You must have a deep understanding of risk-adjusted performance metrics and sector-specific investment dynamics, with experience using Bloomberg or similar financial data platforms.
• You will ideally hold or be working towards CFA certification and RG146 compliance, reflecting your commitment to professional standards in financial services.
• 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!
• We pride ourselves on fostering a collaborative and inclusive work environment where everyone feels valued. Our culture supports flexible work arrangements, encourages professional development, and promotes wellbeing through a range of initiatives. Whether you're working from home or in the office, you'll be part of a team that values your contributions and supports your growth.

Benefits

• The opportunity to make your mark on the success of a fast-paced entrepreneurial company
• A pleasant, ambitious and professional working climate with good opportunities for further development
• A culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industry
• Commitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiences
• Eligibility of discretionary bonus
• 4 days study leave per annum
• $4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)
• A range of wellbeing offerings and discounts on everyday spending
• Flexible work options under our Versatile Work Practices
• Apply now, and we'll aim to get back to you with feedback within 5 working days.