Senior Analyst, Exposure Management & Trading

Insignia Financial Ltd; Sydney; Hybrid; AUD 120,000 - 180,000; Full time

Job summary

IOOF Holdings Limited is seeking a Senior Analyst to lead derivative overlay and exposure management initiatives across asset classes, driving risk-controlled investment execution and automation. You will collaborate with Portfolio Managers and operations teams to implement efficient market solutions and enhance analytical tooling.

The role emphasizes leveraging AI-assisted analytics, automation, and robust governance to improve risk reporting and decision support for portfolio strategies.

Qualifications

• Bachelor's degree in Finance, Economics, Commerce, Mathematics, Engineering, Computer Science or a related discipline.
• 3-6 years' experience in trading, investment implementation, treasury, exposure management or a related investment function.
• Strong understanding of financial markets, including equities, fixed income, foreign exchange and derivatives.

Responsibilities

• Execute and manage positions across derivative and overlay programs, including currency hedging, duration management, futures and forward rolls, and exposure management strategies.
• Partner with Portfolio Managers to translate investment decisions into efficient market implementation solutions.
• Monitor portfolio exposures, hedge ratios, counterparty exposures and overlay performance, providing analysis and reporting to support decision-making.
• Complete pre-trade and post-trade reviews, ensuring compliance with mandates, investment guidelines and counterparty limits.
• Build and maintain strong relationships with brokers, banks and market counterparties to support efficient execution and competitive pricing.
• Manage trading lifecycle requirements, including collateral, margin, settlements and corporate actions.
• Act as the key liaison between Investments, Operations, custodians and market counterparties to resolve implementation issues.
• Contribute to onboarding new markets, instruments and counterparties, including implementation and operational assessments.
• Develop and enhance analytical tools, reporting capabilities and automated processes to improve efficiency and risk management.
• Leverage AI-enabled tools and workflow automation to improve team productivity, controls and insights.

Skills

Derivative trading

Exposure management

Python

SQL

Advanced Excel

Bloomberg

AI tools

Education

Bachelor's degree in Finance/Economics/Commerce

CFA progress

Tools

Bloomberg Terminal

Excel

Python

VBA

SQL

Power Automate

Job description

Senior Analyst, Exposure Management & Trading

Location: SYDNEY, NSW, AU, 2000 MELBOURNE, VIC, AU, 3008

Employment Type: Permanent Full Time

Join a high-performing investment team responsible for structuring, implementing and managing market exposures across equities, foreign exchange, fixed income and derivatives. This role offers the opportunity to work closely with Portfolio Managers, trading counterparties and operational stakeholders to ensure investment strategies are devised and executed efficiently, accurately and within a strong risk and control framework.

About the Role

As a Senior Analyst, you will play a key role in managing and executing derivative overlay and exposure management programs that support portfolio performance and risk outcomes. You will work across a broad range of asset classes and contribute to the ongoing enhancement of trading, monitoring and automation capabilities within the team.

Key Responsibilities

• Execute and manage positions across derivative and overlay programs, including currency hedging, duration management, futures and forward rolls, and exposure management strategies.
• Partner with Portfolio Managers to translate investment decisions into efficient market implementation solutions.
• Monitor portfolio exposures, hedge ratios, counterparty exposures and overlay performance, providing analysis and reporting to support decision-making.
• Complete pre-trade and post-trade reviews, ensuring compliance with mandates, investment guidelines and counterparty limits.
• Build and maintain strong relationships with brokers, banks and market counterparties to support efficient execution and competitive pricing.
• Manage trading lifecycle requirements, including collateral, margin, settlements and corporate actions.
• Act as the key liaison between Investments, Operations, custodians and market counterparties to resolve implementation issues.
• Contribute to onboarding new markets, instruments and counterparties, including implementation and operational assessments.
• Develop and enhance analytical tools, reporting capabilities and automated processes to improve efficiency and risk management.
• Leverage AI-enabled tools and workflow automation to improve team productivity, controls and insights.

About You

You will bring a combination of financial markets knowledge andanalytical capability, together with a passion for continuous improvement.

We're looking for someone with:

• A degree in Finance, Economics, Commerce, Mathematics, Engineering, Computer Science or a related discipline.
• 3-6 years' experience in trading, investment implementation, treasury, exposure management or a related investment function.
• Strong understanding of financial markets, including equities, fixed income, foreign exchange and derivatives.
• Excellent attention to detail and a strong risk and controls mindset.
• Well-developed analytical, problem-solving and decision-making skills.
• Strong communication and stakeholder management capability.
• Advanced Excel skills, with exposure to Bloomberg and FX Connect viewed favourably.
• Practical experience using AI tools such as Microsoft Copilot, ChatGPT or Claude to improve analysis, reporting and workflow efficiency.
• Programming or automation skills in Python, VBA, SQL and/or Power Automate highly regarded.
• Progress toward CFA or other relevant postgraduate qualifications viewed favourably.

Why Join Us?

This is an opportunity to work at the intersection of investing, markets, and innovation. You'll gain exposure to sophisticated overlay strategies, collaborate with experienced investment professionals and help shape the future of exposure management through automation and AI-enabled capabilities.

If you're passionate about financial marketsand driving better investment outcomes, we'd love to hear from you.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.