Case Study: Investment Analyst – Superannuation
CLIENT
Legalsuper is the industry super fund for Australia’s legal community. It manages $3.3 billion on behalf of 43,000 members (as at 30 June 2017).
CHALLENGE
Due to organic growth, Legalsuper engaged Kaizen Recruitment exclusively to source an investment analyst to support the chief investment officer.
The ideal candidate would require a demonstrated skill-set covering asset allocation, investment and portfolio analysis, financial modelling and providing investment operations support.
Kaizen fully understood the role and responsibilities required by Legalsuper given the extensive work we have performed in this space. In addition to understanding the key skill sets and experiences, Kaizen gained a deep understanding of the team dynamics and culture at Legalsuper to closely identify what the ideal candidate would look like.
SOLUTION
Kaizen Recruitment has recruited many investment analysts for fund managers, investment research firms, industry super funds and asset consulting businesses. We were able to immediately draw upon our existing talent pool of investment analysts who were open to opportunities. We had previously completed face-to-face interviews with all the candidates and had a clear understanding of their career aspirations, and skills. Based on the key criteria of Legalsuper, we were able provide a list of five strong candidates within three business days.
We supported our recruitment with an active search using multiple recruitment channels including video advertising.
RESULT
Kaizen ran the recruitment process in partnership with Legalsuper’s executive leadership team by facilitating interviews, reference and background checks, and managing the offer negotiation process. The entire process including the placement of the candidate took less than one month.
During the recruitment process, Kaizen Recruitment was also engaged to find an immediate and short term investment operations contractor. We had this position filled in under 48 hours.
TESTIMONIALS
Client, Ed Smith – Chief Investment Officer – legalsuper
“The team at Kaizen Recruitment was highly professional in their approach and in their understanding of the Investment Analyst market. They knew exactly our requirements and took time to learn our culture before providing me with quality candidates. I was impressed with the turnaround time and efficiency of the recruitment process. In addition, they managed to secure an investment operation’s temp within two days. I would have no hesitation recommending the Kaizen Recruitment team to any other CIO looking to hire investment analysts and investment operations staff.”
Candidate, Ann Ting – Investment Analyst – legalsuper
“The Kaizen Recruitment team were very proactive and professional at securing me a job that perfectly matches my qualification within a fairly short time in Melbourne. Not only do they do their research appropriately and efficiently but they also helped me prepare for interviews beforehand. What I liked about their work ethic is how they approach both their clients and the candidates so it ultimately benefits both parties. I highly recommend them. Once again, thank you Kaizen Recruitment!”
Kaizen Recruitment specialises financial services recruitment across funds management, wealth management, superannuation, investment consulting and insurance. We are based in Melbourne and Sydney. For assistance or further information please telephone our office at +61 3 9095 7157 or submit an online form.
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