Investment Analyst

**Footscray location, flexible hybrid work arrangement**:

- **Applications close 18 March 2025**

**About State Trustees**

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

**About the Role**

As an Investment Analyst, you will play a crucial role in ensuring that State Trustees' investment funds are managed effectively and in compliance with established guidelines. You will monitor fund performance, provide insights into market conditions, and support investment decision-making through analysis and reporting.

**What You'll Do**
- Investment Fund Management - Monitor fund performance, unit pricing, cash levels, and transactions, ensuring compliance with benchmarks and guidelines.
- Market Analysis & Reporting - Provide insights, prepare reports, and publish market commentary for internal and external stakeholders.
- Strategy & Compliance - Assist in developing investment strategies, policies, and ensure adherence to regulations and fund rules.
- Fund Operations & Accounting - Support fund accounting, unit registry functions, and financial transactions.
- Stakeholder Engagement - Build and maintain relationships with internal teams, external fund managers, and key committees.

**Skills & Experience**
- A tertiary qualification in business, commerce, or accounting
- Experience in investments and financial services
- Strong understanding of investment markets, products, and theories
- Well-developed analytical, problem-solving, and conceptual skills
- Excellent professional communication skills (written and spoken)
- Competency in Microsoft Office (intermediate level)

**Employee Benefits**
- One-off work-from-home set up payment
- Career development
- Health and well-being programs
- Flexible working conditions
- Education assistance
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Free Will preparation
- Retailer discounts
- Charitable workplace giving
- Employee social club

**Our Culture**

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion - we are here, we work together, and we bring our best.

**How to Apply**
- We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you._