Senior Derivatives & Exposure Strategist

Insignia Financial; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Job summary

Insignia Financial is seeking a Senior Analyst to manage derivative overlay and exposure management across multiple asset classes in Melbourne. You will partner with Portfolio Managers to translate decisions into efficient market implementations, with a strong focus on risk controls and automation.

Ideal candidates have 3–6 years in trading, exposure management or related roles, plus advanced Excel, Bloomberg and AI-enabled tooling experience. A CFA or progression toward is viewed favourably.

Qualifications

• 3–6 years' experience in trading, investment implementation, treasury, exposure management or related investment function.
• Strong understanding of financial markets, including equities, fixed income, foreign exchange and derivatives.
• Excellent attention to detail with a risk and controls mindset.
• Strong communication and stakeholder management capability.

Responsibilities

• Execute and manage positions across derivative and overlay programs, including currency hedging 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 with analysis and reporting.
• Complete pre-trade and post-trade reviews ensuring compliance with mandates and counterparty limits.
• Build and maintain relationships with brokers, banks and counterparties to support execution and pricing.
• Manage trading lifecycle requirements including collateral, margin, settlements and corporate actions.
• Act as liaison between Investments, Operations, custodians and market counterparties to resolve issues.
• Contribute to onboarding new markets, instruments and counterparties with implementation 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

Trading experience

Financial markets knowledge

Analytical thinking

Stakeholder management

Education

Finance degree

Economics degree

Commerce degree

Mathematics degree

Engineering degree

Computer Science degree

Tools

Advanced Excel

Bloomberg

FX Connect

Python

VBA

Job description

Insignia Financial is seeking a Senior Analyst to manage derivative overlay and exposure management across multiple asset classes in Melbourne. You will partner with Portfolio Managers to translate decisions into efficient market implementations, with a strong focus on risk controls and automation.

Ideal candidates have 3–6 years in trading, exposure management or related roles, plus advanced Excel, Bloomberg and AI-enabled tooling experience. A CFA or progression toward is viewed favourably.