Investment Portfolio Strategist

1 day ago

Melbourne, Victoria, Australia UniSuper Full time
About UniSuper

We are a leading superannuation fund in Australia, recognized for our performance excellence and commitment to delivering exceptional retirements for our members. Our growth means opportunity to grow with us.

As an Investment Analyst, you will play a key role in providing insights on investment exposures and risks across the investment assets of UniSuper and managing the implementation of exposure management and related functions.

Job Description

This is a highly rewarding role that requires a strong analytical mindset and attention to detail. You will be responsible for:

  • Undertaking analysis and reporting on asset allocation and exposures to support investment decision making.
  • Delivering insights to the Investment Team on key drivers of investment performance and risk.
  • Ensuring that the Investment team efficiently manages data to facilitate accurate and timely reporting of performance, and risk.
  • Supporting Portfolio Analysis and Implementation (PAI) in the management of its functional activities with a focus on the development and implementation of performance analytics and reporting.
  • Undertaking performance monitoring and reconciliations to ensure the accuracy of custodial performance reporting.
  • Review, analyse and produce performance and analytical reports using FactSet, Bloomberg, and other internal systems.
  • Apply strong analytical skills to calculate and interpret performance attribution across multiple asset classes.
  • Provide support in the maintenance and improvement of internal data and reporting systems.
Requirements

To be successful in this role, you will need:

  • Sound knowledge of Investment markets and understand financial securities and instruments, including having a sound understanding of investment management principles.
  • Experience within the superannuation and/or funds management industry particularly in the areas of portfolio analysis and/or investments data management and attribution.
  • Strong understanding of asset allocation and drivers of risk and return for investment options.
  • Experience in working with financial markets and investments data (preferably Factset, Bloomberg) and investments datasets (Custodians, Enterprise Data Management systems).
  • Strong understanding of both ex-post and ex-ante risk statistics, including the ability to interpret and communicate multi asset risk model outputs.
  • Ability to influence and contribute to decision-making and strategy development by communicating concisely in a clear and effective way, both verbally and in writing across all levels of the organisation.
  • Self-motivated individual with a demonstrable track record of taking ownership and showing initiative and desire to achieve continuous improvement with the ability to think outside the box to continually innovate.
  • Excellent attention to detail and strong problem solving and organisational capabilities.
Benefits

We offer a competitive salary package, including:

  • A base salary of $80,000 - $110,000 per annum, depending on experience.
  • 17% super as standard but with the ability to dial down to 11.5%
  • Additional 3 days paid leave over the Christmas period
  • Additional 3 days 'Community and Culture' leave allowing you to give back to your community and celebrate what is important to you

We take a long-term outlook and will invest in our employee's development and training with a personal development plan and yearly funding to support your career goals.

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