Research Analyst

Location: Sydney, New South Wales
Job Type: Permanent
Salary: Negotiable
Contact: Anson Lam
Specialisation: Wealth Management
Reference: 183542_1539307165

Our client is seeking an experienced paraplanner looking to work within the research/product space. The team is seeking an analytically minded individual looking to grow their career within the superannuation/insurance/investments space.

The ideal candidate will have great attention to detail with proven research knowledge within superannuation.

The role:

  • Utilise paraplanning research experience to perform product comparison
  • Work to understand complex functional situations by paying attention to the details of the tasks at hand and by breaking them down into smaller pieces
  • Research products, pricing, strategies and technical issues
  • Perform price research within the market
  • Produce investment performance surveys
  • Review and compare PDS to update database
  • Conduct comparisons/calculations on superannuation/insurance/investment products
  • Ensure all products reviewed are kept up to date with the constant regulatory changes.

The ideal candidate:

  • 3+ years proven experience within the paraplanning industry
  • MUST have strong Microsoft package - excel - word -outlook skills
  • MUST have proven research experience
  • Attention to detail and analytical mind
  • Strong numerical and spreadsheet skills

The Benefits:

  • Great opportunity for career development and career change
  • Continuous learning and development opportunities
  • Located conveniently in Sydney CBD.

For a confidential discussion please call Anson Lam on 02 8247 5712, email ansonl@porterallen.com.au or click on the apply button below.