Working within a collaborative investment function, you will support portfolio performance, capital management and regulatory reporting, while enhancing investment governance, risk oversight and responsible investment frameworks.
Key deliverables include:
Investment Analytics & Reporting
- Co-ordinate, prepare and provide oversight of key investment reporting for Board and Risk Committees, Investment Manager Committee, Asset Allocation Committee and external disclosures.
- Deliver insightful commentary on investment performance, market developments and portfolio positioning.
- Partner with senior executives on investment income reporting, capital forecasting and budget processes.
- Calculate and deliver regulatory capital credit risk and asset risk charge requirements in line with APRA GPS114 standards.
- Conduct risk analysis across asset and liability portfolios, quantifying impacts from yield curve movements and hedging strategies.
- Perform sensitivity analysis and stress testing of asset-liability investment strategies.
About You:
You are technically strong, commercially aware and confident communicating with senior stakeholders. You enjoy working in a team environment while also providing independent, critical analysis.
- Undergraduate degree in Finance, Economics, Mathematics, Engineering or Actuarial Studies (mandatory)
- 3+ years’ experience in an investment analysis, middle office or investment operations role within funds management, asset owner or custody.
- Strong understanding of diversified asset exposures
- Experience in portfolio risk modelling, derivatives analysis and asset-liability management
- Proficiency with investment performance and risk analytics platforms (e.g. StatPro, Bloomberg, FactSet)
- Understanding of actuarial valuation processes advantageous
- Excellent verbal and written communication skills
- Ability to present complex analysis clearly and succinctly to diverse audiences
- High attention to detail and accuracy
- Strong time management and ability to manage multiple workstreams
- Proactive, collaborative and customer-focused
If you are a technically strong investment professional looking to step into a visible, high-impact role, I look forward to hearing from you!
