Senior Investment Analyst - Defensive Assets & Oversight

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

Benefits offered by this job

Extended leave

Professional development

Health & wellness programs

Financial wellbeing

Job summary

HESTA Super invites a Senior Investment Analyst to join the Defensive Assets team, overseeing the external manager program across Global Debt, Credit, Active Foreign Exchange and Cash. You will contribute to due diligence, sector configuration and risk management in a multi-manager environment.

The role involves coordinating with investment colleagues, preparing review documents for the Investment Committee, and maintaining data and systems such as SimCorp Dimension and BarraOne.

Qualifications

• 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 coordinating deliverables across deadlines with a range of stakeholders.
• Experience maintaining investment databases and managing due diligence and investment implementation.
• Experience analyzing, developing and proposing enhancements to fund investments and governance operations.

Responsibilities

• Contribute to strategy and sector configuration, and manage fund manager appointment, termination and transition processes.
• Monitor due diligence dashboards, including portfolio analysis, performance and risk management tools, and maintaining relevant internal systems including SimCorp Dimension and BarraOne.
• Contribute to annual asset class reviews, including preparing review documents, portfolio summaries and performance reviews for the 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.

Skills

Senior investment analyst

Global fixed income

Active foreign exchange

Stakeholder coordination

Due diligence

Investment databases

Governance enhancements

Tools

SimCorp Dimension

BarraOne

Job description

HESTA Super invites a Senior Investment Analyst to join the Defensive Assets team, overseeing the external manager program across Global Debt, Credit, Active Foreign Exchange and Cash. You will contribute to due diligence, sector configuration and risk management in a multi-manager environment.

The role involves coordinating with investment colleagues, preparing review documents for the Investment Committee, and maintaining data and systems such as SimCorp Dimension and BarraOne.