Investment Analyst

Your new role…Are you an analytically strong investment professional who enjoys turning complex data into clear insights, models, and research that inform investment views, portfolio positioning, and Adviser conversations?

We are actively seeking a motivated and experienced Analyst to join our team based in Sydney. Working closely with Koda’s Chief Economist this role offers an exceptional opportunity for someone who is passionate about developing their investment analysis career in a growing wealth management firm.

What you will bring......A technically oriented and curious mindsA genuine interest in data and the modelling craft of investment researchMust have Bloomberg knowledge and an understanding of Quant skill setsA strong desire to learn and contribute to a high-performing environmentHigh standards of accuracy, accountability, attention to detail, and capacity to work autonomouslyA deep and demonstrated passion for investing and financial markets

Experiences & Qualifications…...Tertiary qualification in Economics, Finance, Commerce, or a closely related quantitative disciplineThree or more years’ experience in investment research, quantitative analysis, or a similar role within financial servicesAdvanced Bloomberg and Excel skills, including Bloomberg API and complex financial modellingProficiency in at least one programming or statistical language commonly used in quantitative finance (Python, R, MATLAB, or VBA)Exposure to macroeconomic, market, and cross-asset analysis, with a clear appetite to develop deeper capability
Why Koda… Koda is a place for people who want to make a meaningful impact - on clients, on each other, and on the community. We bring together ambitious self‑starters who thrive with autonomy, work collaboratively, and take pride in shared ownership.At Koda, you are trusted, supported, and empowered to shape your career in a firm that embraces its culture, independence, purpose and the outcomes we deliver for clients.
Our collegiate workplace culture is founded on three simple but non-negotiable values: quality, courage, and integrity. They guide our behaviours as individuals, teams and as a partnership, and they inform the way we select our people.
At Koda we believe that Investors deserve genuinely independent advice – and the better outcomes that come with it. That’s why we have pioneered a distinctively different approach to wealth management. We have led the profession by putting client interests first. Because we have no product alignment, we can source the right solution for our clients’ goals and access every potential opportunity for better outcomes.
And there’s more.......Sydney CBD locationA learning and development plan tailored for your career ambitions and pathwayGenerous leave provisionsAnnual Koda dayAn opportunity to earn into equity, and participate in the future success of the firm as a business ownerMonthly mobile phone and wi-fi allowanceTwo paid volunteer days to give back to your communityOpportunities to participate in Koda’s Allies Program and Koda's Endowment which enables Koda team members to connect with and support the communities around usAnd lots of elephants.......we can explain at your interview 😊