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Be at the heart of a highly respected investment research team, playing a pivotal role in keeping operations running smoothly while building strong relationships across the financial services industry. This is an exci…
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About the role
Be at the heart of a highly respected investment research team, playing a pivotal role in keeping operations running smoothly while building strong relationships across the financial services industry.
This is an exciting opportunity to join a collaborative and fast-paced environment where your organisational skills, attention to detail, and ability to coordinate multiple priorities will make a real impact. You'll work closely with experienced research professionals, gain exposure to fund managers and investment processes, and take ownership of key administrative and coordination activities that directly support the success of the team. The role offers valuable opportunities to develop your skills, broaden your industry knowledge, and contribute to meaningful business outcomes.
Your Key Responsibilities As a Research Coordinator Will Include
Coordinating sector review meetings by scheduling appointments, managing calendars, arranging logistics, and supporting travel requirements for the research team and fund managersPreparing, uploading, and managing contracts and opportunities through CRM and electronic signature platforms, while monitoring outstanding actions and following up where requiredManaging shared inboxes, responding to enquiries, and escalating requests to the research team when appropriatePreparing meeting agendas, maintaining registers, and ensuring research documentation is accurate and up to dateSupporting the operational efficiency of the research team through effective administration and coordination activitiesCollaborating with internal stakeholders, including Legal and Research teams, to ensure processes are completed accurately and on time
You will need the following experience and skills to join us as a Research Coordinator:
You have experience in an administration or coordinator role, ideally within financial services, fintech, wealth management, or a similarly regulated environmentYou are highly proficient in Microsoft Office applications and enjoy working with systems and processes to drive efficiencyYou have excellent communication skills and are confident managing multiple stakeholder interactions professionallyYou demonstrate exceptional attention to detail, accuracy, and organisational skills when managing competing prioritiesYou take initiative, enjoy supporting others, and thrive in a collaborative, service-oriented team environment
Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients!
At Zenith Investment Partners, you'll be part of a supportive and inclusive culture that values collaboration, learning, and continuous improvement. We encourage professional growth, knowledge sharing, and innovation, while offering flexible work practices that help our people balance their professional and personal commitments. Team connection, development opportunities, and a shared commitment to excellence are at the heart of how we work.
Benefits
The opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationallyA pleasant, ambitious and professional working climate with good opportunities for further developmentA culture that is about continuous learning and development to ensure that we retain our brand integrity within the global fund industryCommitment to foster an environment that welcomes individual perspectives, backgrounds, and life experiencesEligibility of discretionary bonus4 days study leave per annum$4,000 p.a. study allowance paid for successful completion of approved courses (in accordance with Continuing Professional Education policy)A range of wellbeing offerings and discounts on everyday spendingFlexible work options under our Versatile Work Practices
Apply now and we'll aim to get back to you with feedback within 5 working days.
sign in above to apply · via apply.workable.com
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