Fixed Income Portfolio Analyst

4 days ago

Melbourne, Victoria, Australia Rest Full time
About Us

At Rest, we're one of Australia's largest profit-to-member superannuation funds, supporting nearly two million members with around $75 billion of funds under management. We're recognised as a responsible investment leader, and our mission is to help our members achieve a better retirement outcome.

The Role

We're seeking a skilled Fixed Income Performance Analyst to join our team. As a key member of our investment team, you'll be responsible for preparing and delivering internal investment reports and related information to internal stakeholders, with a focus on Fixed Income portfolios.

Key Responsibilities
  • Produce regular performance analysis, attribution, and commentary on the investment performance of REST's Fixed Income and Debt portfolio at a whole of asset class, Sub Asset Class, and individual Fixed Income manager level.
  • Contribute to the establishment of and oversee the maintenance of a fixed income attribution model.
  • Prepare regular investment performance reporting for the fixed income team, Investment Committee, and Board (including commentary and analysis).
  • Contribute fixed income performance-related exhibits to the analytics team monthly investment performance outcome forums.
  • Actively work with other team members to proactively engage end-users of reports to ensure the reports are fit for purpose, effective, consistent, and in line with reporting objectives.
  • Provide ad-hoc performance-related information and analysis to internal and external stakeholders.
  • Manage the day-to-day working relationship with FactSet as it relates to fixed income functionality.
  • Reconcile investment data from custodian, investment managers, investment advisers, and other service providers.
  • Assist other analytical team members in resolving performance-related problems.
  • Ensure compliance with relevant industry reporting standards (e.g., GIPS, APRA).
Requirements
  • Demonstrated experience in an analytics, investment risk, or performance reporting function.
  • Knowledge of domestic and global fixed income securities, including the credit universe and derivatives.
  • Demonstrated experience with delivering fixed income attribution reporting.
  • Tertiary qualifications in a quantitative discipline.
  • Excellent written and verbal communication skills.
  • Excellent time management, coordination, and prioritisation skills.
  • Strong problem-solving skills and high-level numerical literacy.
  • Strong Excel skills and a strong desire to upgrade skills, including proficiency with analytical systems.
  • Team player with the ability to build and maintain effective relationships with investment and operations staff.
What We Offer
  • Personal and professional development opportunities.
  • Hybrid working.
  • Purchase leave scheme and gender-neutral 16 weeks paid parental leave.
  • Super Contribution Continuation for 12 months of parental leave.
  • Meeting-free breaks (Rest Stops).
  • Income Protection Insurance.
  • Rest Excellence awards (peer recognition awards based on Rest's values and behaviours).

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