Client Portfolio Analyst

Overview

The Macquarie Systematic Investment team is a global equity manager, delivering innovative quantitative investment solutions for institutional and retail clients for over 20 years. Our team aspires to provide investors access to the best opportunities available in the equity market, and manages investment capabilities covering Australian, Developed and Emerging markets across a range of risk spectrums. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

Responsibilities

As a Client Portfolio Analyst, you will focus on enhancing and streamlining the delivery of various projects including presentation materials, white papers, risk analysis, attribution, investment commentaries, RFPs/due diligence questionnaires, market research and competitor analysis. This role forms an important part of the Client Portfolio Management function – responsible for engaging with internal audiences and external clients to uplift the appreciation of our systematic investment approach, by improving their understanding of the investment process, showcasing innovation/insights, and explaining investment outcomes.

Qualifications

- 3+ years of relevant experience within Portfolio Management, Client Portfolio Management, Investment Specialist or other client-facing investment roles within equities. Experience with quantitatively driven (systematic) strategies is highly regarded
- Proficiency in Microsoft Office Suite
- Familiarity with SQL/Python and the ability to work with large data sets to concisely analyse and report insights/findings
- Strong interpersonal, communication and presentation skills
- Ability to work in a collaborative, team-oriented environment with a passion for markets and investing

What we offer

- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment

Macquarie Asset Management is a global asset manager that aims to deliver positive impact. We’re trusted by institutions, pension funds, governments, and individuals to manage billions in assets globally. We provide access to specialist investment expertise across a range of capabilities including fixed income, equities, multi-asset solutions, private credit, infrastructure, green investments, natural assets, real estate, and asset finance.

Diversity, equity and inclusion

We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team. Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

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