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Graduate Investment Specialist

Reporting to the Investment Manager, this is a varied role focusing on supporting the servicing of Realindex’s institutional clients. The role will be responsible for (but not limited to) reporting, presentations, database and questionnaire management, responding to ad-hoc client requests and assistance with compliance matters. This is an exciting opportunity for a bright, self-motivated and highly organised individual to join a fast-growing systematic equities business and contribute to its ongoing development.

Key Responsibilities

  • Client reporting including monthly, quarterly and annual reports, and the inclusion of new and evolving requirements.
  • Create high quality and accurate PowerPoint presentations. 
  • Editing and formatting of research papers.  This involves working with compliance and marketing to gain the appropriate approvals and ensure the final document is uploaded online.
  • Maintain external research databases and various internal registers.
  • Assist in the preparation, compilation and participation in asset management questionnaires and proposal requests.
  • Be part of and report on proxy voting and engagement activities 
  • Coordinate and respond to ad-hoc client queries.
  • Assist in the maintenance of the Realindex website and other external marketing materials. 
  • Assist in maximising business productivity through providing proactive support and organisation.
  • Participate proactively and constructively in the continuous development of trust and team spirit within the team, with clients and across the Realindex and FSI businesses.

Required Capabilities

  • An understanding of Investment Management and an undergraduate degree, preferably in Business / Finance / Economics / Accounting.
  • Excellent organisational, leadership and time management skills.
  • Advanced proficiency in Microsoft PowerPoint and Excel.
  • Excellent communication skills, both written and verbal.
  • High attention to detail and strong analytical and problem solving skills.
  • Proven success in a multi-tasking environment and ability to deliver at pace on tight deadlines.
  • Proven ability to adapt and move with a changing environment.
  • Ability to work autonomously.

Personal Attributes

  • Personable with a positive ‘can do’ attitude.
  • Team focussed.  
  • Takes responsibility and is reliable.
  • Strong communicator.
  • Respect for confidentiality and privacy.
  • Willingness to develop technical skills and learn/expand experience with reporting software and tools (e.g. FactSet, VBA, SQL).
Closed 5 months ago
Closed 5 months ago
  • Job type:Graduate Jobs
  • Disciplines:

    Accounting, Banking and Finance, Marketing and

  • Work rights:

    Australian Permanent Resident, Australian Citizen

  • Locations:





    Apr 2022 (approx)

  • Program Duration


  • Closing Date:14th Mar 2022, 4:00 am


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