Research Associate

Role Overview

The Research Associate plays a crucial role within the Private Wealth Research team, delivering in-depth analysis and insights that support investment choices across diverse asset classes. This involves conducting thorough research, managing financial models, and contributing to research reports that guide client investment strategies.

Key Responsibilities

• Analyze various asset classes to generate actionable investment insights.
• Maintain and update complex financial models for evaluating investment opportunities.
• Assist in preparing detailed research reports and forming investment recommendations.

Candidate Profile

The ideal candidate is analytically driven and inquisitive, skilled at resolving complex problems and extracting valuable insights from financial data. Proficiency in handling financial datasets and spreadsheet software is essential, alongside an ability to interpret company developments and market trends affecting investment performance.

The role requires strong academic achievements, excellent written and verbal communication, commercial awareness, and a commitment to supporting advisers for best client outcomes. Attributes such as collaboration, approachability, and confidence in stakeholder engagement are vital to succeed in this respected research team.

About Ord Minnett

With a history spanning over 150 years, Ord Minnett is an esteemed Australian wealth management firm providing a broad range of services including institutional broking, financial planning, stockbroking, corporate finance, and fund management. It holds a distinguished position in Australia's investment sector.

Qualifications and Skills

• Bachelor's degree in Finance or related fields with a strong academic track record.
• Proficiency in Microsoft Excel; Bloomberg terminal experience is advantageous.
• Comprehensive knowledge of financial markets, investments, and listed equities.
• Exceptional organizational skills with attention to detail and ability to thrive under tight deadlines.
• Proactive team-oriented attitude with professionalism and motivation.

Career Development

This challenging position offers extensive opportunities to deepen understanding of financial markets and advance into more specialized analytical roles.

Additional Information

Ord Minnett fosters a dynamic and collaborative work environment that cherishes excellence and inclusivity. Candidates should note that unsolicited resumes from recruitment agencies will not be entertained.