Listed Equities Analyst: Portfolio Insights & Reporting

IFM Investors; City of Melbourne; Hybrid; AUD 110,000 - 160,000; Full time

Job summary

IFM Investors, a global asset manager, invites you to contribute to investment performance by analysing proposals and preparing reporting. The role sits within our listed equities and multi-asset teams, anchored in Melbourne with hybrid working.

You will support day-to-day portfolio management, assist with research, and prepare monthly, quarterly and annual investor materials, with opportunities to develop new products and capabilities.

Qualifications

• Tertiary qualifications in commerce, economics, finance or related field.
• 3–5 years of industry experience.
• Familiarity with superannuation funds and client servicing.
• Strong understanding of portfolio and risk management.
• Proficiency in Excel and statistical tools.

Responsibilities

• Contribute to investment performance by analysing proposals and preparing performance reporting.
• Assist with day-to-day management of indexed portfolios.
• Execute transactions on portfolios and assist in the development of new products and capabilities.
• Share responsibility for management of portfolios.
• Assist with research and analysis of enhancements.
• Prepare and review product information for monthly, quarterly and annual reports, investor presentations and other external publications as required.
• Assist with consultant reporting for products.

Skills

Familiarity with superannuation funds

Client servicing

Portfolio management knowledge

Risk management knowledge

Investment knowledge

Product knowledge

Ability to interpret complex material

Prepare structured reports

Education

Tertiary qualifications in commerce, economics, finance or related field

Post-graduate qualifications (e.g., CFA)

Tools

Excel

Statistical packages

Job description

IFM Investors, a global asset manager, invites you to contribute to investment performance by analysing proposals and preparing reporting. The role sits within our listed equities and multi-asset teams, anchored in Melbourne with hybrid working.

You will support day-to-day portfolio management, assist with research, and prepare monthly, quarterly and annual investor materials, with opportunities to develop new products and capabilities.