Investment Analyst

• Newly created role reporting to Senior Portfolio Manager
• Put your fingerprints on the future to progress your career
• Be part of a high performing MLC Asset Management team
• Sydney Location

The opportunity to join our team

As an Investment Analyst, your main purpose is to provide general and analytical investment input into the management of asset allocations across MySuper options as well as provide analytical support in the management of the direct property strategy.  This role will suit an individual with a desire to learn and a real interest in building a career in Asset Management. 

Working closely with the Senior Portfolio Manager, your key responsibilities will include:

• Support the portfolio management of MySuper diversified portfolios through:
  • Ongoing monitoring of asset allocation of portfolios;
  • Conducting portfolio and asset allocation research and analytics;
  • Drafting presentations, reports, and investment committee papers; and
  • General investment research and support to assist in management of portfolios.
• Assist with the preparation and implementation of asset management strategies for the direct property portfolio
• Assist with the valuation cycle, accounting and financial reporting for the direct property trust
• Ad hoc activities as directed

What you will bring:

• A positive, proactive attitude and client service approach
• Excellent written and communications skills
• Strong organisational skills and ability to prioritise with excellent time management
• High attention to detail with strong analytical and report writing skills
• Advance Microsoft Excel skill
• Previous exposure to institutional property owners is advantageous
• Industry experience from investment manager, asset owner or asset consultant is highly regarded
• Strong academic results from tertiary qualifications in finance/economics or related field. CFA qualification is preferred.

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.