Senior Investment Associate

Careers with Impact

More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

HESTA is also an inspiring and rewarding place to work. That's because what we do makes a difference to the lives of our members. The people who work at HESTA are not only exceptional at what they do, they're focused on living and creating a strong organisational culture. We're an industry super fund dedicated to the people who keep our communities going. People who provide some of the best health, education and community services in the world are HESTA members - and we are proud to serve them.

Bring your authentic and passionate self to this exceptional role #careerswithimpact

We are seeking an experienced Senior Investment Associate to join our Unlisted Assets team to assist in managing and developing our Unlisted Assets portfolio across Property, Infrastructure, and Private Capital. Most importantly, you'll be doing meaningful work that contributes directly to our members' retirement outcomes.

In this position, you will take the lead in fund manager due diligence, including appointment and monitoring processes. You'll have the opportunity to work on origination and assessment of co-investment and direct investment opportunities, while conducting comprehensive financial and commercial due diligence. The role involves managing ongoing asset monitoring and portfolio risk management, as well as contributing to investment strategy research, development and implementation. As a Senior Investment Analyst in the team, you'll provide mentorship and technical expertise to Investment Analysts while collaborating with internal teams to drive investment outcomes.

About You

The ideal candidate should bring significant experience in investment analysis gained in a similar role in Fund Management or a Superannuation Fund. A deep understanding of unlisted assets, particularly property, infrastructure, and/or private equity, is essential. Your expertise should include demonstrable experience in investment research and due diligence, company analysis, fund manager analysis and portfolio management, complemented by excellence in financial modeling and investment analytics. Your exceptional stakeholder management and communication skills will be crucial for success in this role.

Professional development is valued in at HESTA, and candidates with CFA, Master of Finance, or relevant undergraduate degrees are highly regarded.

If you're passionate about Private Market investments, have a strong analytical mindset, and want to contribute to a purpose-driven organisation, we want to hear from you. Join our team and help shape the future of retirement savings for our members.

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few).

• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.

• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.

• Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team and we'll call you to discuss.

Please note: Applications via recruitment agencies will not be accepted for this position

Exciting opportunity to join the Unlisted Assets team in managing and developing our unlisted assets portfolio.

Flexible Hybrid Working

Enhanced Leave Entitlements