Senior Investment Analyst - Defensive Assets

HESTA Super Fund; Melbourne; On-site; AUD 150,000 - 190,000; Full time

Benefits offered by this job

Extra leave

PD support

Health programs

Employee assistance

Scholarships

Job summary

HESTA Super Fund in Melbourne is seeking a Senior Investment Analyst to join the Defensive Assets team, overseeing a multi-manager program across Global Debt, Credit, Active FX and Cash. You will contribute to research, asset class reviews, and the ongoing development of the investment research capability.

The role suits someone with strong defensive assets grounding and the ability to coordinate due diligence processes and engage stakeholders to a high standard, while coaching junior analysts

Qualifications

• Experience in a senior investment analyst role, with exposure to fund managers and portfolios at a super fund.
• Knowledge of Global Fixed Income and Active Foreign Exchange strategies.
• Experience coordinating deliverables with stakeholders under tight deadlines.

Responsibilities

• Contribute to strategy, sector configuration, and fund manager transitions.
• Monitor due diligence dashboards, performance, risk tools, and internal systems like SimCorp Dimension and BarraOne.
• Prepare asset class reviews, portfolio summaries, and Investment Committee materials.
• Maintain data to meet compliance, compiling risk and BCP information from managers.
• Provide coaching and technical expertise to Investment Analysts.

Skills

Senior analyst experience

Global Fixed Income

Active FX

Due diligence coordination

Investment data systems

Job description

Senior Investment Analyst - Defensive Assets

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

New opportunity for a Senior Investment Analyst to join the Defensive Assets team and support the external manager program across Global Debt, Credit, Active Foreign Exchange and Cash. This is a role for someone who wants genuine involvement in the oversight of a multi-manager investment program, from sector configuration through to fund manager due diligence and risk management.

You’ll work collaboratively across the investment team, contributing to research, asset class reviews and the ongoing development of HESTA's investment research capability. It's suited to someone who combines strong technical grounding in defensive assets with the coordination skills to manage due diligence processes and stakeholder relationships to a high standard.

What you’ll be doing

• Contributing to strategy and sector configuration, and managing fund manager appointment, termination and transition processes
• Monitoring due diligence dashboards, including portfolio analysis, performance and risk management tools, and maintaining relevant internal systems including SimCorp Dimension and BarraOne
• Contributing to annual asset class reviews, including preparing review documents, portfolio summaries and performance reviews for the HESTA Investment Committee
• Maintaining data requirements to meet compliance obligations, including collating and reviewing compliance, risk management and BCP information from fund managers
• Providing coaching and technical subject matter expertise to Investment Analyst/s

What you’ll bring

• Experience in a senior investment analyst role or similar, with exposure to analysis of fund managers and portfolios at a super fund, fund manager or research house
• Experience and working knowledge of Global Fixed Income and the role of different excess return generating strategies including Active Foreign Exchange
• Experience working across a range of deliverables, coordinating outcomes to strict deadlines with a range of stakeholders
• Experience in the maintenance and development of investment databases, and in managing transaction due diligence and investment implementation
• Experience analysing, developing and proposing enhancements to fund investments and governance operations

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 Affiimation 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 *******@hesta.com.au and we’ll call you to discuss.

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