Investment Analyst

7 days ago

Melbourne, Victoria, Australia beBeeRiskManager Full time $120,000 - $180,000
Job Overview

The Senior Analyst will play a key role in providing analytical support for investment activities, focusing on efficiency and risk management.

  • Support the Head of Fund Implementation in executing portfolio decisions, including asset allocation and manager changes.
  • Manage daily portfolio exposure by rebalancing assets, forecasting liquidity, and monitoring derivative overlays.
  • Collaborate with investment operations to maintain an accurate pipeline and ensure best-practice execution of decisions.
  • Contribute to the design and implementation of a new operating model, focusing on data infrastructure and analytics.
Required Qualifications
  • A degree in finance, economics, or mathematics; a postgraduate qualification (CFA, CIMA, or a relevant Master's) is desirable but not necessary.
  • 5-7 years of experience in the investment industry, with expertise in derivatives and risk management strategies.
  • Experience in portfolio construction for multi-manager portfolios, including derivatives for performance enhancement.
  • Strong knowledge of portfolio construction approaches, including passive, active, and factor-based investing.
  • Solid understanding of investment markets and asset classes.
Key Skills
  • Strong analytical and problem-solving skills with attention to detail.
  • Excellent communication and collaboration abilities to work effectively within a team.
  • Proactive approach to continuous improvement in data management processes.
  • Demonstrated expertise in derivatives and risk management, showcasing ability to enhance portfolio performance and manage risk.
  • Experience with data analytics and information delivery functions.

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