Investment Analyst – Wealth Platform

Macquarie Bank Limited; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Wellbeing leave

Service bonus leave

Parental leave (up to 20 weeks)

Volunteer leave

Gender affirmation leave

Employee Assistance Program

Learning and development opportunities

Hybrid working arrangements

Work-from-home equipment reimbursement

Job summary

Macquarie Bank Limited is seeking an Investment Analyst to perform due diligence on investment products for the Wrap platform and provide ongoing monitoring and analysis across asset classes. You will contribute to regulatory initiatives and prepare board and investment committee materials.

You will hold a tertiary degree in commerce, finance or economics and may pursue postgraduate qualifications such as CFA. Hybrid and flexible working arrangements are available depending on role.

Qualifications

• Tertiary degree in commerce, finance or economics.
• Strong interest in investment analysis, governance and client outcomes.
• Prior experience in investment analysis and/or due diligence with regulatory knowledge in superannuation.
• Ability to work independently and with a team to manage priorities and deadlines.
• Postgraduate qualifications in investments (e.g., CFA) are highly regarded.

Responsibilities

• Complete due diligence assessments across investment products for onboarding to the Wrap platform.
• Provide ongoing monitoring and analysis across asset classes and product structures.
• Contribute to change initiatives including regulatory guidance and create board/investment committee reports.

Skills

Investment analysis

Due diligence

Regulatory knowledge

Independent working

Education

Tertiary degree in commerce, finance or economics

Job description

Our Investment Governance team supports Macquarie’s Investment Platform business (Macquarie Wrap) within our Wealth Management business. The Investment Platform business has around $160 billion in funds under administration.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

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As an Investment Analyst, you will complete due diligence assessments across a range of investment products for potential onboarding to the Wrap platform as well as provide ongoing monitoring and analysis. In your role, you will focus on investment analysis across a range of asset classes and product structures. In addition, you will provide input into the execution of change initiatives including legislative or regulatory guidance and create board and investment committee presentations and reporting.

What you offer

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• Tertiary degree in commerce, finance or economics
• Strong interest in investment analysis, investment governance and client outcomes
• Prior experience in investment analysis and/or due diligence with a robust understanding of the regulatory frameworks in the superannuation space
• Ability to work independently and with a team to manage competing priorities and deadlines
• Working towards postgraduate qualification in investments (such as CFA) highly regarded.

What we offer

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At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

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Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

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We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.