Investment Analyst, Retirement Strategy

Aware Super; Sydney; On-site; AUD 150,000 - 200,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work from home technology reimburse-

Salary continuance insurance

Organisation-wide meeting free zones

Job summary

Aware Super is seeking an Investment Strategy professional to shape investment solutions and retirement outcomes for our 1.1 million members. You will develop quantitative models, conduct rigorous analysis, and partner with multiple teams to drive strategic projects and knowledge transfer with academic partners.

You will apply strong coding skills in Python/R/Matlab, leverage AI-assisted approaches, and contribute to portfolio design and risk-aware decision making within a leading Australian

Qualifications

• Tertiary qualifications in actuarial studies, finance, mathematics, statistics, computing or a related quantitative discipline.
• A relevant honours year or doctorate with quantitative research background is a plus.
• Exceptional quantitative, analytical and problem-solving skills, with experience developing and interpreting financial, investment or statistical models.
• Strong coding capability with Python, R, Matlab or similar analytical tools, including experience leveraging AI-assisted approaches.
• Strong communication skills, with the ability to translate complex concepts into clear and practical insights.
• Experience in investments, superannuation or a related research environment, with knowledge of financial markets and asset allocation highly regarded.
• Progress towards CFA, FIAA or a similar qualification is advantageous.
• You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.

Responsibilities

• Develop and enhance analytical models and quantitative frameworks that support investment strategy, retirement strategy and member outcomes.
• Conduct quantitative analysis and modelling to generate insights and recommendations that inform strategic initiatives and investment decision-making.
• Partner with stakeholders across Investments, Retirement, Product, Advice and Policy to deliver strategic projects and initiatives.
• Produce high-quality analysis, reports, presentations and briefing materials for both technical and non-technical audiences.
• Support engagement with academic institutions and external research partners, helping translate research findings into practical business applications.

Skills

Quantitative analysis

Analytical thinking

Problem-solving

Communication skills

Python/R/Matlab

Investments knowledge

CFA/FIAA progress

Risk awareness

Education

Actuarial studies, finance, math, stats, computing

Job description

Your SUPER career starts here

As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world. Sound good? Learn more about us and what we do at aware.com.au

Your New Role

Join the Investment Strategy team and help shape the investment solutions that support members through retirement. This is a unique opportunity to sit at the intersection of investment strategy, asset liability management and retirement outcomes, leading strategic initiatives that influence portfolio design, retirement defaults and long-term member outcomes. Your role will include:

• Develop and enhance analytical models and quantitative frameworks that support investment strategy, retirement strategy and member outcomes.
• Conduct quantitative analysis and modelling to generate insights and recommendations that inform strategic initiatives and investment decision-making.
• Partner with stakeholders across Investments, Retirement, Product, Advice and Policy to deliver strategic projects and initiatives.
• Produce high-quality analysis, reports, presentations and briefing materials for both technical and non-technical audiences.
• Support engagement with academic institutions and external research partners, helping translate research findings into practical business applications.

How do you exceed our expectations?

• The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple.
• Tertiary qualifications in actuarial studies, finance, mathematics, statistics, computing or a related quantitative discipline. A relevant honours year or doctorate with quantitative research background is a plus.
• Exceptional quantitative, analytical and problem-solving skills, with experience developing and interpreting financial, investment or statistical models.
• Strong coding capability with Python, R, Matlab or similar analytical tools, including experience leveraging AI-assisted approaches.
• Strong communication skills, with the ability to translate complex concepts into clear and practical insights.
• Experience in investments, superannuation or a related research environment, with knowledge of financial markets and asset allocation highly regarded.
• Progress towards CFA, FIAA or a similar qualification is advantageous.
• You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.

Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you'll love working at Aware Super:

• Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
• Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
• Work with super humans: You'll work hard and innovate, but also have some fun along the way.
• Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.

The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.

Desired Skills and Experience

Retirement, My Super, Investment, Defined Benefits, Superannuation, Portfolio Management, Quantitative Analysis, Actuary, Investment Analyst, CFA, FIAA