Senior Investment Analyst

About Us

Praemium was founded in 2001 to simplify the complexities of wealth management. Today, we provide a suite of integrated platforms that support investment administration, portfolio reporting, cash management, trading, and custody services, enabling advisers and institutions to manage every aspect of an investor’s wealth efficiently. We currently manage over $67 billion in funds under administration, delivering innovative technology and reliable service to private wealth clients, financial advisers, and institutional investors.

The Role

We are seeking an experienced Senior Investment Analyst to join our Investment Managers & Governance team. This is a senior, high-impact role responsible for helping ensure Praemium’s Investment Menus remain relevant and compliant in an increasingly complex regulatory environment.

Reporting to the Head of Investment Governance, you will play a critical role in driving fund review, oversight, and investment governance across the platform. You will conduct in-depth due diligence on external investment managers across a broad range of asset classes, provide ongoing investment monitoring, and present recommendations to Investment Committees to support informed decision-making. This role is ideally based in Melbourne, with a hybrid working model (approximately 2–3 days per week in the office)

This role is suited to a seasoned investment professional looking to step into a senior governance-focused position with meaningful influence over platform investment outcomes.

Key Responsibilities

• Conduct comprehensive investment and organisational due diligence on external fund managers across multiple asset classes, including single-strategy and multi-manager investments
• Produce high-quality research, analysis, and written due diligence reports to support investment recommendations for Platform Investment Menus
• Present investment analysis, monitoring outcomes, and recommendations to Investment Committees and other senior stakeholders
• Undertake ongoing investment monitoring, including periodic manager reviews, performance and returns analysis, and identification of investments requiring further investigation
• Prepare and coordinate attribution analysis in liaison with fund managers
• Manage and maintain investment manager data, research databases, and analytical tools
• Support onboarding of new investment managers and related operational activities

Desired Qualifications, Experience and Competencies

• Degree in Finance or a related discipline
• CFA qualification or progress toward CFA accreditation is highly regarded
• Minimum 7 years’ experience in multi-manager fund research, asset consulting, and/or fund ratings (essential)
• Proven experience researching funds across multiple asset classes
• Strong understanding of investment markets, platform financial products, and their use by financial advisers and clients
• Experience with managed fund structures and Model / SMA operations (desirable)
• Familiarity with retail investment and superannuation regulation, including trustee requirements (highly regarded)
• Experience presenting investment recommendations and reviews to Investment Committees and managing complex stakeholder expectations
• Outstanding written, verbal, and presentation communication skills
• Demonstrated ability to exercise sound investment judgement and influence outcomes through well-reasoned recommendations
• Advanced capability in Microsoft Excel; experience with Morningstar Direct and FactSet preferred

What We Offer

• Permanent full-time opportunity
• Flexible hybrid work environment, up to 2 days from home
• Annual bonus opportunity
• Access to novated leasing, financial wellness programs and learning opportunities
• Tailored professional development
• Modern office with end-of-trip facilities at 367 Collins Street, Melbourne

How to Apply

Please apply with your CV, emphasising how your experience and career aligns with the key responsibilities this role. Applicants must have full, unrestricted Australian working rights. Police checks apply to successful candidates.