Investment Analyst

11 hours ago

Melbourne, Victoria, Australia U Ethical Investors Full time $80,000 - $120,000 per year

About the job

U Ethical is a not-for-profit ethical investment manager, with their first funds established in 1985 and deep ethical credentials. U Ethical believes in creating a better world by investing with purpose and manages over $1.5 billion in funds for a range of corporate and institutional, not-for-profit and individual clients.

U Ethical are seeking a highly motivated Investment Analyst on a 9-month contract to join the Investment Team and aid in the day-to-day administration of the investment process for U Ethical's suite of fixed income and cash funds.

This role will play an essential part in shaping performance outcomes through investment research, trade recommendations, management of daily cash flows and internal databases, as well as trading of portfolio exposures. In addition, the role will contribute to the refinement of the investment process and represents a fantastic opportunity for the successful applicant to gain rare hands-on experience in portfolio management and investment research.

You will directly support the portfolio managers to deliver on portfolio performance targets as well as strategic project-based tasks which underpin U Ethical's investment philosophy. This is an excellent opportunity for a collaborative, strategic and proactive professional who is passionate about fixed income and using quantitative tools and methods to generate positive portfolio outcomes.

Key Responsibilities

  • Daily management of applications and redemptions across U Ethical's three fixed income funds.
  • Supporting the management of the U Ethical Cash Management Trust, including the placement of term deposits and 11am cash, as well as trading of negotiable certificates of deposit (NCDs).
  • Collaboration with Client Services and Operations teams for monthly and quarterly reporting, as well as fielding investment and liquidity enquiries from Tier 1 clients.
  • Undertake qualitative and quantitative investment research on $AUD denominated Investment Grade government, semi-government, corporate and financial issuers.
  • Contribute to the development and management of internal SQL databases and associated tools used by the broader business.
  • Assist the portfolio managers in quantitative research tasks, focused on the development of the fixed income investment process.
  • Trading of portfolio holdings via Bloomberg TSOX / EMSX / Yieldbroker.

The ideal candidate:

  • 5+ years' experience in funds management (front or middle office), investment consulting, or manager research.
  • Strong quantitative and analytical skills with proficiency in Excel; Python and SQL skills are highly regarded.
  • Sound understanding of domestic fixed income markets, investment risk, and portfolio construction principles.
  • A genuine, proactive work ethic, with clear and rational decision-making skills.
  • Excellent communication skills and the ability to present complex concepts clearly.
  • Tertiary qualification in Economics, Finance, Commerce, Mathematics or related discipline; postgraduate study (e.g. CFA) preferred.

This role is a 9-month contract to cover parental leave. The position will likely run from January to September 2026.

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