Analyzing Investment Opportunities

1 week ago

Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $145,000

About the Investment Role

Vision Super, a leading superannuation fund, has entrusted Australians with their retirement savings for over 75 years. Our culture prioritizes collaboration, support, and innovation.

About the Position

We are seeking a skilled and experienced investment analyst to join our team and contribute to our continued success. This role will involve providing substantial support to the Investment team across various investment functions, allowing for significant growth in investment knowledge and skills through close collaboration with experienced investment professionals on complex investment issues.

Key Responsibilities

Contributing to the analysis of the investment outlook that underpins the Dynamic Asset Allocation (DAA) positioning of the Fund's investment options. This includes assisting in determining the outlook for key liquid asset classes such as Australian Equities, International Equities, Diversified Bonds and Cash. Key tasks for the DAA aspect of this role include:

  • Assisting in the preparation of DAA Reviews considered by the Internal Investment Committee (IIC) and the Investment Committee (IC).
  • Designing alternative scenarios for the investment outlook.
  • Maintaining and further developing DAA chart packs.
  • Conducting DAA-related investment research to benefit portfolio performance.

Performing other investment-related tasks as directed by executives and senior team members. These may include:

  • Liquidity testing and transaction analysis.
  • Risk analysis and stress testing.
  • Attribution analysis and macroeconomic modeling.
  • Asset allocation modeling.

Drafting and reviewing sections of IIC and IC papers.

Presenting investment information at IIC meetings in an informative and persuasive manner.

Contributing to Responsible Investment activities, including proxy voting, carbon reporting, and exclusions reporting.

Providing suggestions on how the team can improve its work processes periodically.

Carrying out operational tasks as required.

Why Choose Us?

Vision Super is an all profits to members superannuation fund dedicated to making a positive difference in the lives of our members. We offer a supportive work environment where contributions are valued, and career development is encouraged.

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