Senior Analyst Investment - Portfolio Exposure Management

We’re looking for a detail-driven and commercially minded investment professional to join our team. This role sits at the heart of how investment strategies come to life, owning cashflow decisions, ensuring precision in execution, and helping deliver strong outcomes for our clients. 

If you enjoy working where strategy meets execution and thrive in roles that require both analytical depth and real-world impact, this could be the right move. 

The role 

You’ll be responsible for the efficient implementation of investment strategies and the day-to-day management of cashflows across our investment funds. At its core, this role ensures clients’ money is managed accurately, efficiently, and in line with expectations, every single day. 

What you’ll be doing 

• Oversee and make cashflow decisions across investment assets  

• Monitor asset allocation and currency exposures, ensuring alignment to strategy and rebalancing frameworks  

• Implement investment strategy changes end-to-end, including:  

• Planning and scenario assessment  

• Modelling trade and portfolio impacts  

• Executing changes with precision  

• Managing downstream implications  

• Partner with internal stakeholders to deliver investment initiatives and enhancements  

• Drive project-based work and contribute to investment research 

• Support broader product, system, and process initiatives to enhance operational effectiveness 

• Deliver accurate and timely reporting  

• Identify and deliver opportunities to streamline and automate workflows, enhancing efficiency, scalability, and control across the investment implementation lifecycle 

What you’ll bring 

• Strong background in finance, investments, actuarial, mathematics or similar  

• Extensive experience in a similar, highly analytical role  

• Advanced Excel skills (you’re comfortable building and working with complex models)  

• Strong analytical and problem-solving capability  

• Clear and confident communication skills, with the ability to tailor your message to different audiences 

• Ability to manage priorities, work independently, and build strong stakeholder relationships 

• Experience in cashflow or liquidity management, derivative and OTC contracts  

• Experience in project management and a proactive mindset toward identifying and implementing process efficiencies, including leveraging automation to improve workflow scalability and accuracy 

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.