Senior Investment Analyst - Defensive Assets

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

Benefits offered by this job

Leave provisions and long service

Professional development support

Health and wellbeing programs

Financial wellbeing programs

Job summary

HESTA is seeking a Senior Investment Analyst to join the Defensive Assets team in Melbourne. You will oversee the external manager program across Global Debt, Credit, Active Foreign Exchange, and Cash, contributing to research, asset class reviews, and the ongoing enhancement of investment research capabilities.

You will collaborate with the investment team to coordinate due diligence processes, manage relationships with fund managers, and support governance operations.

Qualifications

• Senior investment analyst experience in a super fund, fund manager analysis
• Experience with global fixed income and FX strategies
• Experience coordinating with stakeholders and meeting deadlines
• Ability to develop investment governance processes

Responsibilities

• Contribute to strategy and sector configuration for fund manager appointments
• Monitor due diligence dashboards, portfolio analysis, and risk management tools
• Prepare asset class review documents and summaries for Investment Committee
• Maintain data and ensure compliance across fund managers
• Provide coaching and technical support to Investment Analysts

Skills

Fund manager analysis

Global Fixed Income

Active Foreign Exchange

Investment databases

Due diligence

Tools

SimCorp Dimension

BarraOne

Job description

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.

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. 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 programme, 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 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