Investment Analyst

Overview
At Vision Super, we've been entrusted with Australians' retirement savings for over 75 years.
As an industry superannuation fund, we focus on delivering exceptional outcomes for our members'.
Our culture is built around collaboration, support, and innovation, and we are now looking for a highly skilled and experienced Investment Analyst to join our team and contribute to our continued success.
We recently merged with Active Super to become a $30 billion superannuation Fund with strong medium-term performance.
The merger has resulted in a doubling in size of the Fund, which has created new opportunities in the investment team.
Reflecting this, we are looking to recruit an Investment Analyst.
This role will support the Investment team, across a wide range of investment functions.
Importantly, it will provide considerable opportunity to enhance investment knowledge and skills through working closely with experienced investment professionals on interesting investment issues.
What You'll Be Doing
Contributing to the analysis of the investment outlook that underpins the Dynamic Asset Allocation (DAA) positioning of the Fund's investment options.
This includes assisting in determining the outlook for key liquid asset classes such as Australian Equities, International Equities, Diversified Bonds and Cash.
Some of the tasks for the DAA aspect of this role include:
Contributing to the DAA Reviews that are considered by the Internal Investment Committee (IIC) and the Investment Committee (IC) on a regular basis.
Helping to design alternative scenarios for the investment outlook.
Further developing and maintaining DAA chart packs.
DAA-related investment research aimed at benefitting the performance of the portfolio.
Undertaking investment-related tasks as directed by executives and senior team members.
These may include portfolio analysis such as liquidity testing, transaction analysis, risk analysis, stress testing, attribution analysis, macroeconomic modelling, and asset allocation modelling.
Drafting and reviewing sections of IIC and IC papers.
Presenting aspects of investment papers at IIC meetings in an informative and persuasive manner.
Contributing to Responsible Investment activities, such as proxy voting, carbon reporting, and exclusions reporting.
Periodically providing well-considered suggestions on how the team can improve its ways of working
Performing operational tasks as required, noting that these will not be a major component of the role.
What We're Looking For
A demonstrable interest in investments is vital.
Two or more years of direct experience in the superannuation and/or investment management industries is preferred but not essential.
Well-developed quantitative skills and a strong ability in using quantitative analysis to support decision making.
Strong technical skills in Excel are essential, and the ability to use Power BI is advantageous.
Strong self-organisation and time management skills with the ability to manage multiple priorities effectively.
High attention to detail and a commitment to delivering accurate, high-quality work.
Clear and effective verbal and written communication skills.
Tertiary qualifications in fields such as finance, economics, or actuarial studies are preferred.
However, degrees in other disciplines will be considered.
Numerically focused disciplines such as computer science, engineering, or mathematics are also highly regarded, as well as those disciplines that require strong research skills and a questioning mind (for example, Physics, Chemistry and Biology).
Why Vision Super?
Vision Super is an all profits to members superannuation fund.
We are an organisation dedicated to making a difference in the lives of our members.
We offer a supportive work environment where your contributions are valued, and your career development is encouraged.
We offer some flexibility in terms of work arrangements.
How to Apply
To be considered for this role, applicants must have Australian or New Zealand citizenship or permanent residency.
If you're ready to take on this exciting challenge and help us deliver exceptional returns for members we'd love to hear from you.
Submit your resume and cover letter by cob Mon, 8 Sept 2025, highlighting your experience and skills relevant to the Investment Analyst role at Vision Super.
We look forward to learning more about you
Job Details
Seniority level: Associate
Employment type: Full-time
Job function: Analyst, Finance, and Research
Industry: Investment Management
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