
Investment Analyst
2 weeks ago
**Specific Accountabilities**
**_ Portfolio management / trading support_**
- Implementation of liquidity trading and other investment decisions within limits defined by relevant policies and procedures;
- monitoring of portfolio exposures;
- Data gathering and risk analysis for existing and new transactions for TPT Wealth Income Funds
- Ongoing monitoring of both direct investments and the performance of external Managed Investment Schemes;
- Ongoing monitoring of economic, issuer and industry developments;
- Economic data analysis and contribution to Investment Strategy meetings.
- Preparation of a variety of reports covering TPT Wealth's exposures and investments
**Qualifications and Experience**
- Tertiary qualifications in a relevant discipline such as Business, Economics, Finance or Investments required;
- 4 + years business experience, ideally in a wealth management environment;
- Investment experience highly regarded.
**About us**
Oh hi We're MyState. You might know us as Tasmania's local bank, but our group also includes TPT Wealth. Now employing over 350 people and offering products and services all around Australia, MyState Limited is growing really quickly, both in and outside of Tassie. It's a really exciting time to join our team.
We're determined to do things in way they've never been done before, and make a real difference in the lives of our customers. We know we're better when we're in this together and only win when our people, customers and community win too.
Our strategy is bold and brave, and we're growing really quickly. That means lots of failing, learning, and trying again. It takes energy and courage to chase the better every day. Does that sound like you? Could you be the next person we're looking for?
We're small enough to care (and really mean it), but big enough to make an impact.
The human way to bank, and the human place to work.
Enough about us, what about you?
You're looking for an opportunity to learn, grow and find out what you're really capable of in a really exciting, rapidly changing, human-focused business. You're always looking for ways to do things differently, and you strive to create opportunities to make more things possible, not less.
You're a great communicator and are comfortable interacting with people from a diverse range of professional, financial, and educational backgrounds.
And most of all, you believe in doing everything you can to help people achieve their dreams.
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