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Morningstar-Sydney NSW
Are you driven by challenge and inspired by growth
If building something new motivates you Morningstar DBRS is where your ambition meets opportunity.
We’re one of the top four global credit rating agencies known for our innovative nimble approach...
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Perpetual Limited-Sydney NSW
and insights.* Prepare competitor analysis and technical sales support materials using Morningstar Direct, FactSet, and internal systems.* Maintain FSC Fund documentation for relevant products.* Present to the Sales team on portfolio performance and positioning...
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Morningstar-Sydney NSW
A leading credit rating agency in Sydney seeks a highly motivated lead analyst for its Asia Pacific Credit Rating Team. This role involves evaluating credit risk for structured finance transactions and drafting essential reports. The ideal candidate...
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Perpetual Limited-Sydney NSW
and standard competitor analyses using Morningstar Direct, Factset, and internal systems.* Assist Investment Specialists in delivering regular portfolio updates and insights.* Support the completion of RFPs and DDQs with tailored, high-quality responses...
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Focus Financial Partners-Sydney NSW
Maintain and update fund performance spreadsheets, ensuring accuracy and consistency of Morningstar and manual data.
• Perform routine updates to client holdings, FUM, ETF Monitor, asset class performance, security pricing, and sector weights spreadsheets...
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Mercer Advisors-Woodbridge TAS
protection, and risk management needs analysis.
• Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.
• Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM...
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JPMorganChase-Sydney NSW
with an Asset Management business background.
• Experience in client service.
• Knowledge of Morningstar Direct, Bloomberg and Salesforce.
About Us
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s...
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FactSet Research Systems Inc.-Melbourne VIC
Management that will help FactSet to maintain its competitive advantage.* Build expertise in FactSet’s competitor landscape (BlackRock Aladdin, Bloomberg, MSCI, Morningstar, etc).* Organize and prioritize feedback for Product Development, suggesting...
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Pinnacleinvestment-Sydney NSW
and third‑party systems such as Morningstar Direct.
• Identifying improvements to our current reporting and operational processes and implementing them
• Providing back‑up on other functions including fund administration, implementation of our approach...
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