Back to search

Junior Fund Analyst

Sydney Permanent View Job Description
Entry-level role focused on portfolio analysis, client reporting, and fixed income research for institutional clients.
  • Excellent opportunity for a recent graduate or early-career professional
  • Gain exposure to portfolio analytics and client reporting,

About Our Client

A a leading global asset manager focused on active fixed income investing, providing portfolio management and investment solutions to institutions such as pension funds, insurers, and governments.

Job Description

  • Support the preparation and delivery of client reports, including performance, portfolio valuation, trading activity, and risk metrics
  • Analyse portfolio data and contribute to performance attribution and investment insights
  • Provide timely market and portfolio data to support client servicing and internal stakeholders
  • Assist with automation and enhancement of reporting processes to improve efficiency and accuracy
  • Respond to ad-hoc client and internal requests, ensuring high-quality and timely delivery of information
  • Collaborate with Account Managers to support client relationships and service delivery for institutional investors (e.g. super funds, insurers, asset owners)
  • Contribute to business development initiatives, including preparation of marketing materials and client presentations
  • Conduct research on macroeconomic trends and fixed income markets to support investment discussions and client communications
  • Build strong technical skills in Excel, data analysis, and financial tools, alongside developing effective communication and stakeholder engagement capabilities

The Successful Applicant

  • Strong fixed income & macro knowledge (e.g. interest rates, bonds, markets)
  • Advanced Excel & data skills (reporting, analysis; VBA a plus)
  • Analytical & detail-oriented mindset
  • Ability to prepare and interpret portfolio reports
  • Good communication skills (client-facing support)
  • Interest in financial markets & investing
  • Self-motivated and able to work in fast-paced environments
  • Team-oriented with high integrity and accountability

What's on Offer

  • Exposure to institutional clients (super funds, insurers, asset owners)
  • Hands-on experience in portfolio analysis and fixed income investing
  • Opportunity to develop technical skills (Excel, data, reporting, Bloomberg)
  • Involvement in client interaction and business development
  • Learning within a leading global investment firm
  • Career growth in investment management / asset management
  • Work in a fast-paced, high-performance environment
Contact
Chris Hanley
Quote job ref
JN-052026-7016952
Phone number
+61 2 8221 8102

Job summary

Function
Banking & Financial Services
Specialisation
Fund & Trust Accounting
Industry
Financial Services
Location
Sydney
Job Type
Permanent
Consultant name
Chris Hanley
Consultant phone
+61 2 8221 8102
Job Reference
JN-052026-7016952

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. PageGroup acknowledge and pay our respects to the Traditional Custodians of the land we operate on.