Senior Investment Analyst

1 week ago

Melbourne, Victoria, Australia HESTA Full time
Overview

Senior Investment Analyst – Portfolio Risk role at HESTA. The Senior Investment Analyst – Portfolio Risk plays a key role in the Portfolio Design team by supporting the development and maintenance of high-quality risk models and analytics to monitor, stress and inform investment risk taking.

In this role you will support the whole fund multi-asset class ex-ante risk models, including portfolio risk mapping, stress and scenarios testing, and risk playbooks. You will maintain a comprehensive long-term risk budgeting model and assist with customised risk dashboards to succinctly convey both qualitative and quantitative risk settings for each Investment Option available to our members. Working with the broader Portfolio Design team, you will have the opportunity to research volatility correlation and return distribution profiles and assist with options-specific DAA or risk overlay trades to manage near-term exposure, peer and regulatory risk. You will also assist with the development of capital market assumptions, portfolio stress testing, scenario modelling, cash flow and liquidity modelling.

Responsibilities
  • Support the development and maintenance of ex-ante risk models for a multi-asset fund.
  • Conduct portfolio risk mapping, stress testing, and scenario testing; contribute to risk playbooks.
  • Maintain a long-term risk budgeting model and assist with customised risk dashboards for Investment Options.
  • Research volatility, correlations and return distributions; assist with risk overlay trades to manage near-term exposure.
  • Develop capital market assumptions, conduct portfolio stress testing, scenario modelling, and liquidity/cash flow modelling.
About you / Qualifications
  • Strong experience in an investment risk role with working knowledge of investment risk management related to portfolio positioning.
  • Sound understanding of different asset classes and how economic data and policies influence financial markets.
  • Technical skills: Python, Matlab, R, Excel, Visual Basic (or equivalent); ability to research, analyse and present investment findings and asset allocation recommendations clearly in written and verbal form.
Benefits
  • Leave for moments that matter: additional leave up to 6 days at year-end, paid volunteer leave, extended parental leave, gender affirmation leave, cultural and ceremonial leave, long service leave access after 3 years, and other leave options.
  • Professional development: up to $5k per year for professional development, up to 8 days professional development leave, HESTA scholarships and access to premium learning tools.
  • Health and wellbeing: free annual flu shots and skin checks, social events, and 24/7 employee assistance program.
  • Financial wellbeing: up to 15% super, financial planning support, end-of-year payment for Enterprise Agreement employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people and people who are physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

If you require reasonable adjustments during your application or recruitment process, please contact the Talent team at careers@hesta.com.au and we'll call you to discuss.

Please note: Applications via recruitment agencies will not be accepted for this position.


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