Investment Analyst – Managed Funds Research

We’re a leading network of independent Australian accounting, audit and business advisory firms, working together to enable growth and ambition for our clients. And our people. 

When you join Pitcher Partners, you’re joining a team with heart. We support each other. We learn together. We’re deliberate about fostering relationships that nurture and empower every individual. 

And we’re excited by what’s possible. We know some of the best new ideas come in the form of curious, talented people we haven’t met yet. Perhaps you’re one of them. 

Our commitment to you 

At Pitcher Partners we believe success is better shared. We invest in the future of our people, and a culture that supports us all. When you embark on a career with us, we support your journey in various ways:  

Your development 

• Tailored leadership and professional development programs 
• Secondment opportunities across practice groups internally and internationally through the Baker Tilly International network 
• Study support to enhance your career and impact including CA and other post graduate study 

Your leave and flexibility 

• Hybrid and flexible working arrangements, and dress for your day 
• Time In Lieu and client leadership program leave
• Paid parental leave, community leave, purchased leave and public holiday swap programs 

Your health, finance and extras  

• Mental health first aid training 
• Onsite massages and pilates 
• Employee Assistance Program 
• Lifestyle and retail discounts through Pitcher+ 
• Free barista made coffee from our onsite café, The Hub 
• Income protection insurance 
• Convenient CBD location by Southern Cross station 

We’re proud to be a WORK180 Endorsed Employer for All Women. Earned through our continued commitment to the careers of women by offering benefits and policies that support diversity, equity and inclusion. Visit the Work180 Pitcher Partners Melbourne page a full breakdown of our benefits. 

About the team 

Our Investment Advisory practice provides a broad service including advice, monitoring, reporting and administration to a wide variety of clients, from high-net-worth individuals to institutional and not-for-profit clients. We cover a large range of asset classes and investment products, including listed securities and managed funds.

About the role 

As part of the investment research team, the Investment Analyst – Managed Funds Research, will provide research coverage of managed funds across various asset classes, conducting sector reviews and monitoring the performance & positioning of approved investments. This role involves evaluating fund performance, investment strategies and market positioning to identify high-quality investment opportunities. The analyst will develop research reports, investment recommendations, and insights on investment products and market trends.

The ultimate purpose is to enhance managed fund portfolios by delivering well-researched, data-driven insights and recommendations, contributing to the firm’s investment objectives and client value. Additionally, the role involves developing and maintaining research processes and ensuring compliance obligations are met.

Key responsibilities 

• Conduct thorough qualitative and quantitative analysis of managed funds across multiple asset classes, evaluating fund performance, management strategies, and market positioning
• Analysis of statutory accounts, financial forecasts, and company valuations
• Identify and select funds that meet specific criteria and investment objectives
• Continuously monitor the performance and risk metrics of selected funds
• Prepare detailed research reports, investment recommendations, and fund reviews
• Ensure compliance with internal documentation standards and regulatory requirements
• Present research findings and recommendations to internal and external stakeholders
• Assist in the preparation of client presentations and investment proposals

Who we’re after 

Here are the key qualifications, skills and personal attributes we’re looking for. If you tick most of the boxes, but not all – that’s ok! We’d still love for you to apply. 

• Related tertiary qualifications within a finance or economic related discipline and experience working within a investment analysis or financial research role
• Working towards completing CFA, CIMA or CAIA studies will be highly regarded
• You can communicate confidently with stakeholders at all levels, while working cohesively alongside all members of the investment research team.

How to apply

If you can see yourself as part of a team that’s about developing meaningful relationships with your clients and your colleagues, and leading with the best ideas, we want to hear from you. 

Our typical recruitment process for shortlisted applicants will include a phone screening, two interviews and role specific testing or case study. Our recruitment team will walk you through this process and will provide you with all the required information.  

Once advertising commences, we continually review applications, so encourage you to apply today if you can see yourself in this role. 

Actively improving diversity in our workforce is central to our purpose, and we strongly encourage people from under-represented backgrounds and groups to apply. 

We are open to discussing how any of our roles can be done on a part time basis and encourage you to let us know if you require any reasonable adjustments to the recruitment process. You can reach out to us at [email protected] . 

Note for recruitment agencies: While we appreciate the role recruitment agencies play in our recruitment strategy, unsolicited CV’s or profiles will not be considered. We will not be liable or responsible for any fees or costs associated with unsolicited CV’s or profiles that are shared.