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Research Analyst

Job Title: Research Analyst
Contract Type: Permanent
Location: Sydney, New South Wales
Industry:
Salary: bonus
Reference: 183616_1541040552
Contact Name: Anson Lam
Contact Email: jonathana@porterallen.com.au
Job Published: November 07, 2018 10:38

Job Description

Our client is a highly recognised consultancy that has a consistent track record of providing excellent service in Superannuation and Investments. The client boasts top tier consulting talent and has a very strong reputation within the market

This is a unique opportunity for a motivated and driven paraplanner working within the boutique space looking to gain a unique perspective on all superannuation and pension products which will be invaluable for career development.

The Role:

  • Perform product comparisons within the superannuation and insurance space
  • Review insurance/superannuation products for higher customer satisfaction and experience
  • Produce investment performance surveys
  • Review and compare PDS to update database
  • Conduct comparisons/calculations on insurance premiums
  • Ensure all products reviewed are kept up to date with the constant regulatory changes.
  • Financial modelling and forecasts on products
  • Collate, Prepare and Present on a range of topics that includes market overview/outlook, performance analysis etc.

The ideal candidate:

  • 3+ years proven experience within paraplanning
  • Must have strong Microsoft package - excel - word -outlook skills
  • Proven comparison product knowledge
  • Attention to detail and analytical mind
  • Strong numerical and spreadsheet skills

The Benefits:

  • Great opportunity for career development
  • 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.

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