The Work Index by Flexa

Zenith Investment Partners

Zenith Investment Partners is a leading provider of investment research, ratings and managed account portfolio solutions for financial advisers in Australia.

https://www.zenithpartners.com.au/
5.5

/10

Transparency ranking

Work at Zenith Investment Partners?

Tell us what we're missing about working at Zenith Investment Partners so we can make the job search more transparent for everyone.

Tell us what it's like to work at Zenith Investment Partners!

Description

Zenith Investment Partners is a leading Australian provider of investment research, ratings, and managed account portfolio solutions. Founded in 2002, the company has a 20-year track record of delivering high-quality services to financial advisers and their clients. Zenith acquired Chant West, a respected superannuation fund research, data, and technology company in 2020, and then was acquired by the global financial data and technology company FE fundinfo in 2021. Zenith's commitment to empowering clients to drive exceptional outcomes for their end clients remains a core focus, as the business continues to evolve and expand its service offering.

Zenith Investment Partners provides a diverse range of services and solutions for financial advisers, fund managers, platforms, fintech partners, and superannuation funds. These services include investment research, fund ratings, managed accounts, asset allocation consulting, research and portfolio tools, fund data and document feeds, fund document production, and digital fund tools. The company's flagship research and portfolio insights platform, Mosaic, provides clients with access to a growing list of over 4000 managed funds, ETFs, LICs, and detailed qualitative research and ratings assessment reports.

Flexibility

Zenith Investment Partners values work-life balance and offers flexible work arrangements to its employees. This includes opportunities for hybrid working, allowing staff to split their time between the office and remote work. The company also supports diverse needs and circumstances by offering flexible schedules and remote working options, ensuring employees can achieve a fulfilling work-life integration.

Hybrid

Benefits

Zenith Investment Partners offers a comprehensive suite of employee benefits designed to support a fulfilling and productive work-life integration. These include flexible work arrangements with hybrid and remote working options, health and wellness programs with free and confidential mental health, nutritional and family assistance services, various leave offerings including annual leave, volunteer, paid parental and study leave, and financial wellbeing programs with memberships, novated leases, study assistance and discretionary bonuses. They also encourage philanthropic endeavors and provide resources and support for employees to make a difference in their communities.

Enhanced parental leave

Mission

Zenith Investment Partners is a leading investment research and managed account provider dedicated to empowering and supporting the Australian financial services industry in order to grow and protect the financial wellbeing of investors. Their mission is to ensure everyone achieves their financial goals and aspirations effectively, while also making a positive impact on the wider community through their commitment to social connection, flexibility, wellbeing and nurturing success.

Data-driven
Disruptor
Environmental impact driven
Science and research driven
Sustainability

Culture

Zenith Investment Partners cultivates a culture built on shared purpose, social connection, flexibility, and a commitment to employee wellbeing. The company emphasizes teamwork and diversity, fostering an inclusive and collaborative work environment where employees feel valued and respected. They prioritize professional development, providing opportunities for growth and nurturing success. They offer a range of benefits that support work-life balance, health and wellness, financial wellbeing, and community involvement.

Collaborative
People-first
Progressive
Supportive
Transparent

DE&I

Zenith Investment Partners is committed to fostering a diverse and inclusive workplace where all employees have equal access to career development and opportunities, regardless of their background. They actively work to create a culture of respect and inclusivity where every employee feels valued and engaged. This commitment is reflected in their company values, which emphasize integrity, rigour, diversity, teamwork, continuous improvement, and commitment to quality.

Similar companies. But verified.

Empolyee verified