at Macquarie
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**Investment Analyst | Office of the CIO - 22156** - Shape portfolio strategies for Macquarie's $60bn Private Bank - Analyze markets, conduct research, and drive asset allocation decisions - Mid-level role in Wealth Management, requires 2-4 years' experience in investment analysis or related field - Necessary skills: strong analytical capability, Excel & data analysis tools, knowledge of Bloomberg, FactSet, Morningstar, Python - Developing or obtaining CFA certification is highly regarded - Enjoy comprehensive benefits package & foster a diverse, inclusive environment
- Compensation
- Not specified AUD
- City
- Sydney
- Country
- Australia
Currency: $ (AUD)
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Investment Analyst | Office of the CIO
Additional office locations
Sydney
Job ID
22156
Date
30-Jun-2026
Permanent - Full time, Mid-level
Job category
Wealth Management
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Are you an investment analyst passionate about financial markets, portfolio construction, and asset allocation? Join the Office of the CIO and help shape the investment strategy for Macquaries Private Bank portfolios, which have $60bn under management. Working within the Investment Strategy team, you will support research, portfolio analysis, and investment insights across multi-asset portfolios, helping deliver strong outcomes for clients.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.
What role will you play?
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In this role, you will drive the development of the Private Banks strategic and tactical asset allocation views across equities, fixed income, alternatives, currencies, and emerging asset classes.
By conducting deep-dive investment research into macroeconomic themes, market developments, valuations, and portfolio risks, your analysis will directly shape our core portfolio construction, investment strategies, and client-facing market insights. You will collaborate closely on market research and portfolio recommendations, you will play a key role in translating complex financial data into clear, actionable intelligence for our clients.
What you offer
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- 24 years of prior experience in investment analysis, portfolio analytics, market research, or a related investment role.
- A tertiary qualification in commerce, finance, economics, mathematics or a related discipline.
- Strong interest in investment markets, asset allocation and client outcomes.
- Strong analytical capability, with the ability to interpret market data and communicate investment implications clearly.
- High attention to detail and ability to produce well-structured written material.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong Excel and data analysis skills; experience with Bloomberg, FactSet, Morningstar, Python or portfolio analytics tools would be highly regarded.
- Progression toward or completion of postgraduate investment qualifications, such as a CFA, is highly regarded.
We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.
What we offer
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At Macquarie, youre empowered to shape a career thats rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:
- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months gender affirmation leave, including 6 weeks paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
About Banking and Financial Services
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Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether thats buying a home, growing a business or investing to manage wealth.
Our commitment to diversity, equity and inclusion
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We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.
Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.
