Senior Investment Analyst

Avant Mutual Group; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

Avant Mutual Group is seeking an experienced Investment Analyst within the Avant Investments team in Sydney. You will analyse and review investment strategies for portfolios, including SAA, DAA and manager/fund selection, build and maintain models, and mentor junior analysts.

You will support investment strategy reviews, provide analytical support to the broader team, and contribute to performance and risk reporting for leadership and the Board Investment Committee.

Qualifications

• Tertiary qualifications in finance or related discipline.
• Minimum of 5 years investment/finance related experience.
• Hands-on experience with financial analysis and quantitative modelling to support investment decision making covering SAA, DAA, portfolio management or manager selection.
• Excellent Excel skills.
• Demonstrated understanding of investment markets, asset class characteristics, portfolio construction and investment risk concepts.
• Attention to detail.
• Demonstrated initiative and curiosity.
• Demonstrated ability to influence constructively.
• Excellent verbal and written communication skills.

Responsibilities

• Conduct research and analysis to support SAA, DAA and investment manager selection processes.
• Run, maintain and enhance internal models used to support SAA reviews, DAA tilts, manager and fund recommendations, and investment trades.
• Develop investment strategy recommendations for SAA, DAA and manager selection.
• Monitor and review managers for designated asset classes; set up regular meetings and resolve issues.
• Prepare performance and risk reports for management and Board committees; enhance reporting.
• Prepare high quality papers for the Board Investment Committee and senior management.

Skills

Quantitative modelling

Excel

Investment analysis

Communication skills

Attention to detail

Initiative

Influence

Mentoring others

Education

Tertiary qualifications in finance or related discipline

Postgraduate studies (CFA/FIAA/CIMA)

Tools

Python

R

Job description

This role is within the Avant Investments team and has responsibility for analysing and reviewing the investment strategies for Avant’s portfolios covering Strategic Asset Allocation, Dynamic Asset Allocation and Manager/Fund Selection.

This role is tasked with building, utilising and maintaining models and conducting research to support the investment strategy review and monitoring processes as well as providing analytical support to the broader team.

This role also mentors and supports analysts in the team and provides back-up coverage for other team members’ responsibilities as required.

About The Role.

This role is within the Avant Investments team and has responsibility for analysing and reviewing the investment strategies for Avant’s portfolios covering Strategic Asset Allocation, Dynamic Asset Allocation and Manager/Fund Selection.

This role is tasked with building, utilising and maintaining models and conducting research to support the investment strategy review and monitoring processes as well as providing analytical support to the broader team.

This role also mentors and supports analysts in the team and provides back-up coverage for other team members’ responsibilities as required.

Key Responsibilities

Conducting research and analysis to support the SAA, DAA and investment manager selection processes

• Run, maintain and enhance internal models used to support SAA reviews (including Asset/Liability analysis), DAA tilts, manager and fund recommendations, and investment trades.
• Conduct research and analysis to support investment strategy reviews.
• Review and enhance investment research processes.

Developing investment strategy recommendations

• Develop investment recommendations covering SAA, DAA and manager selection.

Primary or secondary responsibility for monitoring and reviewing managers for designated asset classes

• Set up regular meetings with managers.
• Resolve investment-related issues with managers.
• Review and monitor manager performance and prepare commentary for performance reports.
• Assist with the tracking of investment fund/strategy information.
• Assist with the review of annual due diligence material provided by managers.

Ensuring performance reporting is accurate and insightful

• Prepare performance and risk reports for management and the Board Investment Committee.
• Enhance performance and risk reporting.

Preparing Investment Committee papers

• Prepare high quality, concise papers for the Board Investment Committee.
• Prepare ad hoc papers for the Board Investment Committee and senior management as required.
• Contribute to building the confidence and trust of the Board Investment Committee and senior management in the internal Investments team.

Mentoring and assisting others

• Mentor and assist analysts in the team
• Provide back-up for other members of the team
• Provide peer review of investment models, papers and strategy recommendations
• Assist other team members as required.
• Assist internal stakeholders on investment-related queries.

About You

Key Capabilities Required (Qualifications, Experience and Skills):

• Tertiary qualifications in a finance or related discipline
• Minimum of 5 years investment/finance related experience
• Hands-on experience with financial analysis and quantitative modelling to support investment decision making covering at least one of the following: Strategic Asset Allocation, Dynamic/Tactical Asset Allocation, portfolio management or manager selection
• Excellent Excel skills
• Demonstrated understanding of investment markets, asset class characteristics, portfolio construction and investment risk concepts.
• Attention to detail
• Demonstrated ability to show initiative and be curious
• Demonstrated ability to influence constructively
• Excellent verbal and written communication skills

Preferred Capabilities (Qualifications, Experience and Skills):

• Post graduate studies (e.g. CFA, FIAA, CIMA)
• Previous experience writing board and committee papers
• Experience in the management of investment assets for an insurance company or asset/liability management
• Experience with programming or statistical tools (e.g. Python or R)
• Experience with investment reporting
• Experience managing or mentoring investment analysts
• Awareness of ESG integration or responsible investment practices

About Avant

Avant is Australia’s leading medical defence organisation with a proud heritage of protecting Australian medical professionals for more than 130 years.

Established by doctors in 1893, Avant now supports over 95,000 health practitioners and medical students across Australia. As a member-owned organisation, everything we do is focused on supporting, protecting and advocating for our members throughout their careers and lives.

Beyond delivering market-leading products and services, we play an important role in improving healthcare quality, safety and professionalism through education, research and advocacy initiatives.

Why Join Avant

At Avant, you’ll be part of an organisation with a strong sense of purpose and a commitment to supporting Australia’s healthcare professionals.

You’ll have the opportunity to:

• Work alongside experienced risk, finance and actuarial professionals.
• Gain exposure to a diverse and complex financial services environment.
• Contribute to key strategic, regulatory and prudential risk initiatives.
• Build your expertise across a broad range of financial risk disciplines.
• Be part of a collaborative and values-driven culture focused on continuous improvement and member outcomes.

Equal Opportunity Employer

Avant supports doctors so they can serve Australia’s diverse communities. We believe diversity of thought, background and experience strengthens our organisation and the service we provide to our members.

We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities and people with caring responsibilities.

We are committed to providing an inclusive workplace and making reasonable adjustments throughout the recruitment process. If you require any adjustments, please let us know.

Equal Opportunity Employer

Avant supports doctors so they can serve Australia’s diverse communities. Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.

We therefore welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.

Our inclusive workplace is somewhere everyone can succeed.