Investment Analyst

1 week ago


Melbourne, Australia HBF Full time

**Job no**: 493385

**Work type**: Permanent full time

**Location**: Melbourne CBD, Perth CBD, Brisbane

**Categories**: Finance

**The Opportunity**

We have an exciting opportunity for a Senior Investment Analyst to join the Investments team at HBF.

HBF’s investment approach uses a combination of external fund managers and internal cash management, leveraging key partners such as the custodian, investment advisors, fund managers, brokers and banks. The investment process is overseen by a Management Investment Committee of experienced professionals. As a member of the investment team, you are responsible for supporting the end-to end management of the investment portfolio to generate an appropriate risk-adjusted return which supports HBF’s ability to keep premium increases at a sustainably low level and support organisational objectives.

This multi-faceted role is a key part of the investment team supporting both the investment function - designing, developing and monitoring the investment strategy of the portfolio in conjunction with our investment advisors and fund managers; and the investment operations function - ensuring efficient implementation of investment strategy in conjunction with our custodian and fund manager, broker and bank relationships. The position supports the full spectrum of the investment process from the setting of high-level investment strategy to portfolio construction to implementation of investment decisions and ensuring compliance with regulatory and internal policy requirements.

A key part of the role will be contributing to the investment team’s analysis capabilities through the ongoing development of internal models/systems to support efficient and timely portfolio management - such as performance, risk & attribution, liquidity & cash flow forecasting and internal cash management. Experience gained in an asset owner, fund manager or consultant with exposure to both investment and investment operations functions will be highly regarded.

This role will be offered on a permanent full-time basis, working 75 hours per fortnight.

**About You**
- Previous experience within the financial services industry.
- Finance / Business degree; post-graduate qualifications or studying towards.
- Experience in investment and investment operations functions gained in an asset owner, fund manager, custodian or consultant will be highly regarded.
- Experience working with and developing portfolio management models/systems such as performance, risk & attribution, liquidity & cash flow forecasting.
- Experience working with financial/market data (Refinitiv/Reuters or Bloomberg) will be highly regarded.
- A strong understanding of Australian and global investment markets/instruments, regulations and governance requirements.
- Strong stakeholder management capability.
- Strong Excel/Word skills, attention to detail, problem-solving skills and communication skills are a must
- Ability to work in a high performing close-knit team.

**How to Apply**

**About HBF**

As one of WA’s longest established private health providers, (we’ve been around for 80 years), we continue to innovate and challenge the status quo; adopting a strategy that focuses on business growth and sustainability, diversification, national expansion and significant enhancements to how we service our members through technology and relevant related businesses.

As a not-for-profit fund with no shareholders, we are dedicated to doing the right thing for our members. That’s why our iconic brand’s reputation is built on personalised service, community support and a motivation to deliver for our members in the moments that matter.

When you work for HBF, you work for a company with a clear vision and a team of people that are passionate about providing the best service, experience and products for our members across Australia.

So why not come with us on our transformation journey and see where a career with HBF can take you?

**Our Values**

At HBF, we live our values every day. They shape our behaviours and how we relate to each other, our members and our community:

- Members are our reason - _Members are the reason we exist and are at the heart of everything we do._
- We do the right thing - _We are open and honest in everything we do. We do what is right, not what is easy and explain why we are doing it._
- We are brave - _We are brave in the way we will tackle the future. We’re driven by curiosity, and constantly look for better ways to work smarter, faster and more innovatively._
- We work as one - _We act as one HBF because we’re better together. We work not as individuals but as a team to achieve more._

**Employee benefits**
- Discounted private health insurance
- 13 days personal leave per year
- Career development opportunities
- Generous salary packaging options
- Access to corporate discounts across a range of retail, restaurants and hotels
- HBF requires_**_ _**_employees to be vaccinated against COVID



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