Senior Analyst - Investment Analytics

HESTA; City of Melbourne; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Additional leave

Professional development support

Health and wellbeing benefits

Employee assistance program

Job summary

HESTA is seeking a Senior Analyst for the Investment Analytics and Reporting team in Melbourne. The role focuses on performance, attribution and risk analytics, delivering complex analytics initiatives and transitioning them into BAU with clear documentation.

You will design analytics, data workflows, and dashboards, automate routine tasks, and help uplift junior analysts’ technical capabilities while collaborating with cross-functional teams.

Qualifications

• Experience in investment data, performance measurement, and risk concepts.
• Proficient in Python and SQL for data extraction, cleaning, and automation.
• Track record designing dashboards and data visualisations (Power BI).
• Background at a super fund, custodian, or fund manager is preferred.

Responsibilities

• Design and build dashboards and visualisations for performance and risk data.
• Automate data ingestion and transformation with Python/SQL.
• Lead complex analytics initiatives and document handover to BAU.
• Mentor junior analysts and collaborate across cross-functional teams.

Skills

Python

SQL

Data visualization

Power BI

Investment analytics

Tools

SimCorp

StatPro

FactSet

BarraOne

Jacobi

Job description

More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

Careers with Impact

More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

We’re looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members’ long‑term outcomes. In return, you’ll be part of an organisation where your work contributes to strong returns, real‑world impact, and a culture that reflects the communities our members serve.

Bring your authentic and passionate self to this exceptional role #careerswithimpact

We’re looking for a Senior Analyst to be a senior member of our Investment Analytics and Reporting team, providing specialist support across performance, attribution and risk analytics and leading the delivery of complex analytics initiatives across the function. You’ll design and implement enhancements to analytics, data workflows and visualisations, then transition them into BAU with clear documentation and handover.

This is a hands‑on technical role for a performance and risk specialist who codes. You’ll enjoy problem‑solving, creative solutions and building things end to end: building dashboards that bring performance and risk data to life, automating the routine so the team can focus on higher‑value work, and contributing to the data pipelines. You’ll also play a mentoring role, helping uplift the technical capability of junior analysts.

What You’ll Be Doing

• Designing and building dashboards and visualisations that bring performance and risk data together for Investment teams and broader stakeholders
• Designing and implementing automated solutions using Python and SQL to streamline routine tasks, automate data ingestion and transformation, and enhance operational efficiency
• Leading the delivery of complex analytics initiatives and uplifts: designing, building and implementing changes, then transitioning them into BAU ownership with clear documentation and handover
• Triaging and prioritising data and visualisation requirements
• Supporting and driving delivery of complex analytics and regulatory projects, coordinating requirements, testing, vendor liaison and implementation
• Contributing to the design and development of data pipelines and data assets using Cloud platforms (AWS or Azure)
• Establishing and maintaining accurate documentation of process maps, procedures, workflows and system configurations, and embedding robust controls
• Mentoring junior analysts through code review, pairing and knowledge sharing
• Collaborating with cross‑functional teams to identify opportunities for automation and process improvement, and contributing to broader investment projects

What You’ll Bring

• A working understanding of investment data, including performance measurement, multi asset class attribution and investment risk concepts
• Familiarity with performance and risk systems as data sources, for example SimCorp, StatPro, FactSet, BarraOne or Jacobi
• Strong practical Python and SQL to extract, clean, transform and automate investment or financial data at scale
• A demonstrated track record designing and building data visualisations and dashboards (e.g. Power BI)
• A background from a super fund, custodian or fund manager
• Comfort working with data pipelines and cloud data workflows
• Several years in an investment analytics role, including projects or initiatives you led from initial request through to delivery and handover
• Experience leading projects and system implementations, managing vendors, and mentoring or guiding junior team members

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affimation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
• Your professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement‑covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team [e-mail] and we’ll call you to discuss.

Please note: Applications via recruitment agencies will not be accepted for this position