Senior Investment Risk & Analytics Analyst

Perigon Group; Brisbane; On-site; AUD 120,000 - 190,000; Full time

Job summary

Perigon Group in Brisbane seeks a technically strong Senior Investment Risk & Analytics Analyst to join a new Investment Oversight function. You will work across performance, attribution, exposures, stress testing and liquidity analysis, building practical analytical tools from the ground up.

You’ll translate complex data into actionable insights for governance stakeholders while collaborating across listed and unlisted investments to manage evolving risks.

Qualifications

• 7+ years' experience in investment analysis, performance, risk or portfolio analytics.
• Strong understanding of asset classes and portfolio risk drivers.
• Advanced Excel plus Python, SQL and Power BI.
• Experience with major data platforms (FactSet, Bloomberg, Barra) and analytics tools.
• Ability to translate complex data into practical insights for governance.

Responsibilities

• Analyse performance, attribution, factor and portfolio exposure trends.
• Build models for portfolio exposures, liquidity and stress testing.
• Monitor investments for changing risks and anomalies.
• Develop market analytics and bespoke investment research.
• Convert complex analysis into clear insights for stakeholders.

Skills

Advanced Excel

Python

SQL

Power BI

Tools

FactSet

Rimes

Barra

Bloomberg

Job description

Build the analytics and risk capability behind a newly established Investment Oversight function.

• Newly created senior investment analytics role
• Performance, attribution, exposures, liquidity and risk
• Build tools and models rather than inherit a finished framework

About the Role

Our Client is looking for a technically strong Senior Investment Risk & Analytics Analyst to join a newly established Investment Oversight function.

This is broader than a traditional performance or risk reporting position.

You’ll work across investment performance and attribution, portfolio exposures, stress testing, liquidity analysis, market monitoring and investment research, building tools and models that provide deeper insight across listed and unlisted portfolios.

The opportunity will particularly appeal to an experienced investment analyst who enjoys getting into the data, understanding what is driving portfolio outcomes and building practical analytical solutions from the ground up.

Key Responsibilities

• Analyse performance, attribution, factor and portfolio exposure trends
• Build models covering portfolio exposures, liquidity and stress testing
• Monitor listed and unlisted investments for changing risks and anomalies
• Develop market analytics and undertake bespoke investment research
• Convert complex analysis into clear insights for investment and governance stakeholders

About You

• 7+ years' relevant investment analysis, performance, risk or portfolio analytics experience
• Strong understanding of major asset classes and portfolio risk drivers
• Advanced Excel plus Python, SQL, Power BI or comparable technical capability
• Experience with FactSet, Rimes, Barra, Bloomberg or similar platforms
• Strong analytical judgement and confidence working independently with complex investment data

About the Company

Our Client is an established Australian financial services and investment organisation with a diversified investment platform and national footprint.

The business is investing in the continued development of its investment oversight, analytics and governance capabilities, creating an opportunity for an experienced technical professional to have a tangible influence on how portfolio performance and risk are understood.