Portfolio Analyst

3 days ago

Melbourne, Victoria, Australia Australian Unity Full time

Join to apply for the Portfolio Analyst - Portfolio Solutions role at the Australian Unity.
Overview
At Australian Unity, our Portfolio Solutions team is trusted to manage and advise on multi-asset class, liability-driven, and regulated balance sheet portfolios across a diverse range of entities — including Australian Unity Limited, Australian Unity Health, Australian Unity Funds Management, Lifeplan Australia Friendly Society, and Australian Unity Trustees.
Operating as part of the Office of the Chief Investment Officer, we partner across the business to design and deliver tailored, customer-focused investment solutions that meet complex client objectives.
With approximately $3 billion in assets under management, our work blends strategic thinking with precision execution.
What you'll be doing
Maintain and enhance financial and investment models, including:
Short- and long-term investment return and risk
Monitor and review portfolio cash positions/client cashflow patters and deposit maturities and re-investment opportunities
Recommend and, where delegated, instruct investment transactions across portfolios
Assist senior team members to:
Validate and analyse portfolio investment returns
Prepare and deliver client reports, fund updates, and attestations
Engage with external managers to ensure compliance with portfolio requirements and constraints
Provide portfolio metrics to Risk & Compliance and review manager policies for alignment with AU's standards
About You
Degree qualified in finance / commerce.
Progress towards post-graduate investment management qualifications (such as CIMA, Masters or CFA) highly regarded.
3-5 years' investment experience, within an investment advisory, investment management, investment strategy, investment risk and/or manager-of-managers environment, working for a leading asset consultant, insurer, superannuation fund, retail multi-manager platform or asset manager.
Well established verbal and written communication skills, coupled with demonstrable quantitative analysis capability.
Highly regarded: proficiency in the use of financial markets investment and analysis tools such as Bloomberg / Thinkfolio / Factset / etc.
Highly regarded: experience in asset allocation management, investment manager analysis and selection, and multi-asset portfolio analysis / management.
What's on Offer
You will enjoy a range of great employee benefits and rewards including:
Competitive salary + bonus program
Enjoy additional yearly Well-Being and Community leave days
14-week paid parental leave, with equal benefit for both parents
Employee Referral Program
Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most
Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more
Available access to LinkedIn Learning courses through our great Learning platform
For further benefits visit:
Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres Strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Analyst and Product Management
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