Investment Analyst

2 weeks ago

Sydney, New South Wales, Australia Allianz Australia Full time

Joining the Head of Investments as second team member in the Investment team, this role offers broad operational and strategic responsibilities, with high potential to grow and develop (into) the role. It requires a capacity to take ownership, challenge the status quo and continue building efficient processes across the investment value chain ranging from asset liability management to investment planning and monitoring, and support to hedging monitoring and asset manager management.

The role will work closely with the Chief Financial Officer and other functions within the local business (notably capital, risk and product), as well as other Allianz companies and functions including Allianz Investment Management (AIM) in the US and in Germany, and PIMCO.

KEY ACCOUNTABILITIES

Role Specific

  • Perform regular assetliability analysis for inforce and new products, in collaboration with the product, actuarial and capital functions
  • Plan and monitor investment income, and provide investmentrelated input into profitability management discussions
  • Prepare monthly reporting incl. for management and Board committees and for regulatory purposes
  • Monitor and coordinate daily liquidity management, collateral funding in collaboration with the accounting team
  • Support the implementation of Strategic Asset Allocations into investment mandates and monitor compliance of portfolios with asset allocation, counterparty concentration, limits, etc.
  • Support the definition and oversee the hedging strategy and implementation, incl. option pricing. Monitor derivatives transactions and hedge efficiency, in collaboration with AIM US
  • Keep informed about macroeconomic and market events, and provide information to management and board as appropriate
  • Provide investment input in projects including new products

People

  • Collaborate with management and different teams incl. accounting, planning, capital and product
  • Support the continued buildup of a diverse and inclusive work environment where innovation and fresh perspectives are embedded for the benefit of the people, providers and stakeholders that Investment interacts with
  • Build investment knowledge in the company
  • Ensure so far as reasonably practicable the health and safety of self, colleagues, contractors and visitors by complying with the due care requirements as per WHS legislation.

Stakeholders

  • Understand stakeholder insights and feedback. Act to put the best interests of our stakeholders at the heart of everything we do.

Risk and Compliance

  • Understand and adhere to all relevant policies and procedures to mitigate risks and compliance issues and take action to identify, report and resolve risks and issues or escalate as necessary

KEY STAKEHOLDERS AND RELATIONSHIPS

Internal

  • Senior Management Team
  • CFO and Head of Investments
  • AA Life Board
  • AA Life Finance, Capital and Product functions
  • Allianz Investment Management US and Group

External

  • AA Life Asset Managers
  • Regulatory Authorities (ASIC, APRA)
  • Industry bodies and forums
  • Consultants, specialist services provider and partners

REQUIREMENTS

  • Starting parttime (3 days per week) with potential to expand over time
  • Degree in investment, finance, mathematics or related. CFA is a plus
  • 57 years financial services experience at an investment, middle office, asset liability management, or related role
  • Demonstrated general economic and financial markets knowledge
  • Experience with Fixed Interest assets and derivatives
  • Exposure to Asset Liability Management and capital is a plus
  • Excellent verbal and written communication skills, capable of communicating with audiences at all levels with clarity, impact and influence to positively influence risk behaviours within the company
  • Strong commitment to process building and improvements in the investment space
  • Good time management skills with the ability to prioritise and execute to deadlines
  • Experience in stakeholder management in a diverse environment
34703 | Asset & Investment Management | Professional | Non-Executive | Allianz Australia | Part-Time | Permanent

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer.

Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.

We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer.

We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.

Great to have you on board. Let's care for tomorrow.

Note:
Diversity of minds is an integral part of Allianz' company culture. One means to achieve diverse teams is a regular rotation of Allianz Executive employees

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