Investment Analyst

AIA Australia; City of Melbourne; On-site; AUD 70,000 - 90,000; Full time

Benefits offered by this job

Training and development opportunities

Career development through internal mobility

Additional leave days

Health and wellbeing initiatives

Supportive managers

Job summary

A leading insurance and investment company is seeking an Investment Analyst to support portfolio decisions and risk reviews in Melbourne. The ideal candidate will have a degree in Business or Finance, strong analytical and financial modelling skills, and an interest in the Australasian bond market. This is a full-time permanent role with opportunities for career development and supportive workplace culture.

Qualifications

• Essential degree qualification in Business, finance or related discipline.
• Keen interest in financial markets, especially Australasian bond market.
• Strong financial modelling skills and familiarity with MS Office.

Responsibilities

• Prepare investment reports including credit exposure and performance.
• Coordinate Investment Committee reports for stakeholders.
• Administer the Investment Committee and support decision-making.

Skills

Analytical skills

Numerical skills

Financial modelling

Communication skills

Attention to detail

Education

Degree in Business or Finance

Tools

MS Excel

Bloomberg

Blackrock Aladdin

Blackrock Aladdin

Bloomberg trading systems

Job description

Join to apply for the Investment Analyst role at AIA Australia.

Opportunity

The investment analyst supports the implementation of portfolio decisions, risk reviews, budget analysis, legal document management as well as general administrative & operational matters. This is a full time permanent role, and we are accepting applications from Melbourne. Other locations may be considered with the right experience.

Responsibilities

• Assist in the preparation of a range of investment reporting including credit exposure, ALM and investment performance reports, both for the IM Team and a range of local and Group functions (Risk, Finance, Actuarial).
• Co‑ordinate the production of key Investment Committee reports and other risk management reporting for stakeholders across AIAA and AIANZ.
• Administration of the Investment Committee and other investment decision making bodies.
• Provide trade support to the front office investment team.
• Liaison with middle and back‑office teams on trade settlement, reporting and the implementation of projects to improve reporting and operating efficiencies.
• Assist in the preparation and maintenance of the annual budget, LTIRA reviews and other financial models including liaison with relevant stakeholders.
• Support investment‑related risk control reviews and the management of legal documents and contracts.
• Perform other responsibilities and duties periodically assigned by the GM Direct Investments and the Investment team to meet reasonable operational needs.

Qualifications

• Degree qualification in Business, finance or related discipline is essential. Progression towards attaining a postgraduate qualification such as the CFA charter or equivalent qualification will be viewed favourably.
• Keen interest in financial markets and a curiosity about the dynamics of investment markets with a focus upon the Australasian bond market.
• Strong analytical, numerical and financial modelling skills.
• Familiarity with MS Word, Excel, and PowerPoint is required and experience in building, running and auditing of models in Excel or other systems would be highly regarded.
• Experience with the Blackrock Aladdin and Bloomberg trading systems (PORT, AIM, MARS) would be viewed favourably but is not essential.
• Applicants should possess strong written and verbal communication skills, attention to detail, and be able to work under tight deadlines.
• Demonstrate an ability to influence outcomes by developing strong professional relationships.

Benefits

• Access our training and development to build on your current skills.
• Career development through internal mobility opportunities.
• Work for a business helping millions of Australians and make a difference to someone’s life everyday.
• Access additional leave days a year to recharge and refresh yourself.
• Enjoy wonderful Health and Wellbeing initiatives that support you.
• Work with supportive and inclusive managers.