Investment Analyst

2 weeks ago

Sydney, Australia Bendigo & Adelaide Bank Full time

**About the Team**

Sandhurst Trustees is a wholly owned subsidiary of Bendigo and Adelaide Bank. We are a highly regarded financial services provider and part of the broader Bendigo and Adelaide Wealth group.

The Income Funds form part of the Sandhurst Trustees Funds Management and is responsible for overseeing the management of the Sandhurst Common Funds and the Income Funds.

**About the role**

As **Investment Analyst** and reporting to the Portfolio Manager - Income Funds, your focus will be providing analytical and administrative support to the Income Funds team and work with the Investment Product team to ensure the smooth operation of the Income Funds and that they meet the needs of customers.

In this role you will be:

- Utilising your advanced excel skills complete regular reporting, monitoring investment performance
- Monitoring the various risks associated with the investments within relevant policies and support risk adjusted return performance
- Working with numerous teams and stakeholders across the Group to assist in the day-to-day management of the Funds

This role would suit an enthusiastic graduate and represents a genuine career opportunity if you wish to pursue a career in funds management and be mentored and work with highly reputable industry professionals. Located at one of our corporate offices in Adelaide, Melbourne, Sydney or Bendigo, we offer a flexible hybrid work arrangement with an expectation you attend the office three days per week.

**To be successful you will have**:

- Tertiary qualifications in business, finance or economics highly desirable
- Understanding and interest in managed fund products, equities and credit
- Strong analytical and numerical skills with some experience in research and financial modelling
- Advanced Excel skills are essential
- Excellent interpersonal skills with the ability to build strong relationships with a range of stakeholders
- High attention to detail and accuracy
- Proactive and enthusiastic disposition with the willingness to learn and support others to meet desired business outcomes

**About Bendigo and Adelaide Bank**

With over 7,000 employees, we are Australian’s most trusted retail bank, our purpose is - ‘to feed into the prosperity of our customers and communities, not off it’. We are one of Australia’s most trusted brands and this isn’t something we take lightly, which means Bendigo Bank is the Bank you can be proud to work at

**What we offer**
- As part of a national organisation we can offer exciting opportunities within the broader Bendigo and Adelaide Bank Group
- A range of staff benefits including discounts on bank products and services, share offers, flexible work options, paid parental leave and purchased leave options wellness programs and excellent learning and development programs

**How to apply**

**Applications close COB Tuesday 6th February 2024

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