Investment Analyst – Unlisted Research

An exciting opportunity has become available for a full-time Investment Analyst to join our team in the Sydney, CBD office.

This role is based in Sydney and involves regular travel, both domestic and international.

Who We Are – Viridian Financial Group

Viridian Financial Group was established in 2015 by a team who understood the life changing power of financial advice. Viridian now has over 450 professionals empowering clients and advice firms across Australia through Financial Advice, Lending, Investments and Digital Solutions.

We are united in purpose, and our strength lies in working together to deliver expert guidance tailored to meet the ever-changing needs of our clients’ and the advice industry.

The Team – Infinity Capital Solutions

Infinity Capital Solutions (ICS) is the solutions arm of VFGL and is committed to designing, building, and delivering institutional-grade investment solutions and digital tools that help our clients achieve their desired outcomes. It is made up of Infinity Portfolio Management (IPM), Infinity Asset Management (IAM) and Infinity Digital.

This role will be working within the IAM team.

About the Role

We are seeking an Investment Analyst to support the research, selection, and ongoing monitoring of unlisted investments (managed funds, private assets, co-investments) used within Infinity’s suite of diversified investment strategies. The role focuses primarily on active manager research and due diligence across all asset classes, with secondary responsibilities for contributing to Infinity’s published research and communications and supporting Portfolio Managers’ investment decision-making with actionable insights, analysis, and clear written research. This role is suited to a candidate with 1-3 years of experience in manager research, funds management, consulting, or institutional/wealth investment teams.

Key responsibilities:

• Managed fund research & due diligence - Conduct structured qualitative and quantitative research on managed funds across all asset classes.
• Participate in Manager meetings.
• Ongoing manager monitoring & watchlist management.
• Portfolio & SMA support - Prepare clear, defensible written research notes and investment analysis to support Portfolio Manager’s with actionable investment insights. Present to the Investment Committee with key relevant research.
• Maintain coverage across Infinity’s investment universe, including research databases and dashboards.
• Contribute to Infinity’s advisor support and investment insights content, including writing research summaries for our clients, answering queries, and supporting Infinity’s published content.

Working at Viridian

In 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.

You will have access to a range of benefits centered around community and inclusivity:

• Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.
• Flexible work options with the ability to work from home.
• Participation in our Viridian Team Community Program.
• Discounted Medibank Corporate Health Cover.
• Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & Experience

Required:

• 1-3 years of experience in investment research, manager research, funds management, platform research, consulting, wealth or institutional investment teams. Relevant experience in adjacent industries will also be considered.
• Bachelor’s degree or higher in Finance, Economics, Business, or a related technical field.
• Familiarity with financial markets and investing.
• Strong quantitative capability, preferably with experience of performance analysis, risk metrics, and performance attribution techniques.
• Strong qualitative judgement: ability to assess philosophy/process/team, identify “edge”, and recognise red flags.
• Proven ability to write clear, concise investment papers and communicate recommendations to senior stakeholders.

Preferred:

• CFA designation or progress towards designation
• Familiarity with common research tools and datasets (e.g., Bloomberg or similar).

To Apply

We warmly welcome candidates who meet the above points under “knowledge, skills & experience” to apply.

Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Wednesday 10th June 2026 at 9.00pm however, shortlisting will commence immediately.

At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.