Investment Analyst
Core
Support portfolio analysis and implementation to develop investment strategies ensuring competitive performance for fund members.
Role type
Investment Analyst (Superannuation/Funds Management)
Builds
Investment strategies, cash flow models, and portfolio performance reports
Domain
Superannuation and Funds Management
Required skills
quantitative analysis, data manipulation, performance analysis, investment research, cash flow modeling, risk control, trade reconciliation
Preferred skills
post-graduate qualifications, experience in superannuation or funds management
Technologies
quantitative analysis tools, data manipulation software
Responsibilities
Manage cash flow allocation and exposure including rebalancing and funding; conduct quantitative and attribution analysis for portfolio performance; measure fund performance and crediting rates; execute in-house trading and reconcile trades; maintain portfolios and control risk
Seniority
Mid-level, hands-on IC
