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Senior investment specialist

Sydney
beBee Careers
Posted: 15 June
Offer description

About This Role

We are seeking a highly skilled Senior Analyst to join our Investment Analytics team. The successful candidate will have a strong background in investment performance and risk analysis, with experience working with asset-liability aware strategies and multi-asset portfolios.


Key Responsibilities

* Deliver insights on asset-liability aware strategies and multi-asset portfolios, focusing on fixed income.
* Monitor, analyse and implement investment risk metrics covering interest rate risk, credit risk, inflation risk, currency risk, equity risk, and counterparty risk.
* Provide analysis relating to asset & liability management, including quantifying risks relating to yield curve risk, mismatch risk and hedging activities.
* Investigate and monitor portfolio movements using stress tests, scenario and sensitivity risk analysis.
* Support mandate compliance and pre-trade risk analysis.
* Calculate & deliver regulatory capital credit risk charge and asset risk charge requirements.
* Support analysis and reporting of responsible investment policies and net zero initiatives.
* Oversight and maintenance of custody reports.
* Investigate risk adjusted performance and articulate any deviations both verbal & written.
* Liaise with senior executives on investment P/L reporting, capital forecasting and Investment budget/forecasting processes.
* Maintain, develop and enhance investment analytics reporting processes.


Requirements

* 5+ years' experience in Investment Analytics role within Funds Management, Asset owner or Custody environment.
* Understanding investment strategies and role of diversified asset exposures as they relate to general insurers.
* Fixed income analysis and attribution expertise.
* Investment risk analysis, sensitivity analysis and stress testing experience of asset-liability strategies.
* Excellent understanding of all financial instruments and risk modelling including all fixed income securities and derivatives.
* Understanding of investment markets and the impact of key economic indicators on investment portfolios.
* Experience with investment performance and risk analytic platforms e.g. Statpro, Bloomberg, FactSet.
* Understanding of actuarial valuations and processes desirable.
* Knowledge of APRA prudential standards GPS114 desirable.


Culture

As part of our dynamic financial services environment, you'll have access to a range of job opportunities across insurance and corporate services. We promote a high-performance culture where people are rewarded for effort and dedication, and we recognise and value commitment and encourage our people to maintain a healthy balance between their career and personal time.

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