An exciting opportunity has become available for a full-time Investment Analyst to join our team in the Sydney, CBD office. This role is based in Sydney and involves regular travel, both domestic and international. About the Role We are seeking an Investment Analyst to support the research, selection, and ongoing monitoring of unlisted investments (managed funds, private assets, co‑investments) used within Infinity’s suite of diversified investment strategies. The role focuses primarily on active manager research and due diligence across all asset classes, with secondary responsibilities for contributing to Infinity’s published research and communications and supporting Portfolio Managers’ investment decision‑making with actionable insights, analysis, and clear written research. This role is suited to a candidate with 1‑3 years of experience in manager research, funds management, consulting, or institutional/wealth investment teams. Key Responsibilities Managed fund research & due diligence – Conduct structured qualitative and quantitative research on managed funds across all asset classes. Participate in Manager meetings. Portfolio & SMA support – Prepare clear, defensible written research notes and investment analysis to support Portfolio Managers with actionable investment insights. Present to the Investment Committee with key relevant research. Maintain coverage across Infinity’s investment universe, including research databases and dashboards. Contribute to Infinity’s advisor support and investment insights content, including writing research summaries for our clients, answering queries, and supporting Infinity’s published content. Benefits Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13‑week’s Primary Careers Leave and the ability to purchase additional Annual Leave. Flexible work options with the ability to work from home. Participation in our Viridian Team Community Program. Discounted Medibank Corporate Health Cover. Employee Assistance providing free and confidential counselling services to all employees and their families. Knowledge, Skills & Experience Required 1‑3 years of experience in investment research, manager research, funds management, platform research, consulting, wealth or institutional investment teams. Relevant experience in adjacent industries will also be considered. Bachelor’s degree or higher in Finance, Economics, Business, or a related technical field. Familiarity with financial markets and investing. Strong quantitative capability, preferably with experience of performance analysis, risk metrics, and performance attribution techniques. Strong qualitative judgement: ability to assess philosophy/process/team, identify “edge”, and recognise red flags. Proven ability to write clear, concise investment papers and communicate recommendations to senior stakeholders. Preferred CFA designation or progress towards designation. Familiarity with common research tools and datasets (e.g., Bloomberg or similar). At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success. #J-18808-Ljbffr
Investment Analyst – Unlisted Research
INFINITY CAPITAL SOLUTIONS
council of the city of sydney, council of the city of sydney
Published 4 days ago
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