Senior Investment Strategist

5 days ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $143,000
Job Title

Investment Analyst

About the Role

Vision Super is a leading industry superannuation fund entrusted with Australians' retirement savings for over 75 years. Our culture revolves around collaboration, support, and innovation.

We are seeking a highly skilled and experienced Investment Analyst to contribute to our continued success. The merger with Active Super has resulted in a doubling of the Fund's size, creating new opportunities in the investment team.

This role will support the Investment team across various investment functions, providing considerable opportunity to enhance investment knowledge and skills through close working relationships with experienced investment professionals.

Key Responsibilities
  • Contribute to the analysis of the investment outlook underpinning the Dynamic Asset Allocation (DAA) positioning of the Fund's investment options.
  • Assist in determining the outlook for key liquid asset classes such as Australian Equities, International Equities, Diversified Bonds, and Cash.
  • Design alternative scenarios for the investment outlook.
  • Maintain DAA chart packs and perform DAA-related investment research to benefit portfolio performance.

Undertake investment-related tasks as directed by executives and senior team members, including portfolio analysis, risk analysis, stress testing, attribution analysis, macroeconomic modelling, and asset allocation modelling.

Draft and review sections of Internal Investment Committee (IIC) and Investment Committee (IC) papers.

Presentation of aspects of investment papers at IIC meetings in an informative and persuasive manner.

Contribute to Responsible Investment activities, such as proxy voting, carbon reporting, and exclusions reporting.

Periodically provide well-considered suggestions on how the team can improve its ways of working.

Requirements

To be successful in this role, you will require:

  • A strong understanding of investment principles and practices.
  • Excellent analytical and problem-solving skills.
  • Effective communication and presentation skills.
  • Ability to work collaboratively as part of a team.
What We Offer

Vision Super offers a range of benefits to its employees, including:

  • A competitive salary package.
  • Ongoing training and professional development opportunities.
  • A dynamic and supportive work environment.
  • The opportunity to work with experienced investment professionals.
How to Apply

If you are a motivated and experienced investment professional looking for a challenging role, please submit your application.

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