Investment Analyst

The University of Western Australia; Perth; On-site; AUD 121,000 - 132,000; Full time

Benefits offered by this job

Flexible working

Generous leave

17% superannuation

Salary packaging

Incremental progression

Course discounts

Discounted health insurance

Employee Assistance

Job summary

The University of Western Australia (UWA) is seeking a Treasury & Investments professional to monitor performance, risk, cash flows and policy compliance of UWA’s debt and investment portfolios, and to provide clear portfolio reporting, market commentary and recommendations to senior leaders and committees.

You will build financial models, run scenario analyses and support funding, refinancing and liability management initiatives while strengthening investment and treasury policies, dashboards

Qualifications

• Experience in investment reporting and portfolio analytics.
• Strong financial modelling and advanced Excel capability.
• Knowledge of fixed income markets and liquidity concepts.

Responsibilities

• Monitor performance, risk, cash flows, valuations and policy compliance of debt/investment portfolios.
• Deliver portfolio reporting and market commentary to senior leaders.
• Support funding, refinancing and liability management initiatives; strengthen policies and dashboards.

Skills

Investment reporting

Portfolio analytics

Treasury operations

Financial modelling

Analytical judgement

Stakeholder communication

Education

Finance/Economics/Accounting/Math degree

Tools

Excel

Job description

About The University of Western Australia

The University of Western Australia (UWA) is one of Australia's leading universities and has an international reputation for excellence in teaching, learning and research.It has almost 24,000 students enrolled across four...

• Shape strategic decisions through high-quality analysis of UWA’s debt, investment and endowment portfolios.
• Join a specialist Treasury & Investments team with broad exposure to portfolio risk, funding strategy and executive reporting.
• Full-time (1.0 FTE) appointment on an ongoing basis.
• Base salary range: $120,912 – $132,161 p.a. (pro-rata) plus 17% superannuation.

About the area

Finance supports the responsible stewardship of the University’s finances through strategic financial and commercial advice, governance frameworks, procurement, financial operations, and management of UWA’s investment and endowment portfolios. The Treasury & Investments team provides portfolio oversight, analysis and advice that supports sound decisions across the University.

About the opportunity

• Monitor the performance, risk, cash flows, valuations and policy compliance of UWA’s debt and investment portfolios, and provide clear portfolio reporting, market commentary and recommendations to senior leaders and committees.
• Deliver fundamental and quantitative analysis across credit, interest rate, liquidity and counterparty risk; build financial models and scenario analysis; and identify risks and opportunities arising from market, economic, regulatory and geopolitical developments.
• Support funding, refinancing and liability management initiatives while strengthening investment and treasury policies, dashboards, reporting automation, governance processes and audit-ready documentation.

About you

• A relevant tertiary qualification in finance, economics, accounting, mathematics or a related discipline, combined with extensive relevant experience.
• Extensive experience in investment reporting, portfolio analytics or treasury operations, with strong financial modelling and advanced Excel capability.
• Sound knowledge of fixed income markets, credit analysis, interest rate concepts, liquidity and treasury practices.
• Strong analytical judgement, attention to detail and the ability to interpret complex financial information and translate it into clear insights and recommendations.
• Well-developed written, verbal and stakeholder communication skills, with the ability to work independently and manage multiple priorities.

Note

Employment checks will include information on gender-based violence, sexual harassment, and related misconduct to meet legal obligations. A current National Police Clearance and finance check will be required by the successful applicant.

This position is only open to applicants with relevant rights to work in Australia.

• Flexible working options.
• Generous paid leave including parental leave.
• Up to 17% employer paid superannuation.
• Salary packaging available.
• Incremental progression based on 12 months continuous service.
• Up to 25% discount on eligible UWA full-fee courses.
• Discounted health insurance.
• Employee Assistance Program.

About the University

The University of Western Australia (UWA) is ranked among the top 100 universities in the world and a member of the prestigious Australian Group of Eight research intensive universities. With a strong research track record, vibrant campus and working environments, supported by the freedom to innovate and inspire, there is no better time to join Western Australia’s top university.

Our commitment to inclusion and diversity

UWA is committed to a diverse workforce and an equitable and inclusive workplace. We are committed to fostering a safe environment for all, including Aboriginal and Torres Strait Islander people, women, those from culturally and linguistically diverse backgrounds, the LGBTIQA+ community, and people living with disability.

If you require any reasonable adjustments, we encourage you to advise us at the time of application. Alternatively, you can contact us for assistance during the recruitment process.

Closing date: 11:55 PM AWST on Wednesday 21 st October

If you have queries relating to your application, please contact the individual named in the advertisement. To enable a quick response, please include the 6-digit job reference number.