Investment Analyst, Performance and Risk Analytics
Team Super is a leading industry superannuation fund servicing the transport, energy and mining industries across Australia, with over 150,000 members and more than $22bn of funds under management. Team Super was recognised by Money Magazine in 2025 as Best of the Best .
The Investment Analyst, Performance and Risk Analytics supports the Head of Investment Strategy delivering insights with a fund-wide perspective on investment performance and risk.
Responsibilities
* Design and deliver data-driven analytics solutions
* Develop and maintain insightful dashboards and other tools to visualise performance and risk metrics
* Provide impactful performance reporting and attribution analysis across portfolios, asset classes, and investment options to support strategic decision-making
* Produce clear, actionable risk reports and insights for diverse stakeholders, supporting a whole-of-portfolio risk management approach
* Monitor whole-of-portfolio risk exposures including factor exposures, liquidity and derivatives and manage breaches against established limits
* Develop and maintain internal and external performance and risk analytics systems and models, ensuring strong data governance (accuracy and integrity), to drive deeper portfolio insights
* Collaborate with the Custodian to ensure its performance and risk reporting service is maximised
* Automate and enhance reporting processes by replacing manual Excel models with scalable, integrated data solutions
* Support innovation across the investment function by identifying opportunities to improve processes, reduce risk, and enhance cost efficiency
Qualifications
* Business related tertiary qualification to support the scope of the position.
* Postgraduate studies in a finance‑related field (commenced or completed) and/or a relevant industry qualification such as the CFA, CIPM, FRM or equivalent.
Skills and Experience
* At least five years' experience in investments either with a fund manager, superannuation fund, custodian or related industry
* A thorough understanding of financial markets, financial instruments (derivatives) and multi‑asset class portfolios and their associated performance and risk metrics
* Extensive experience in investment performance and risk analytics, including attribution
* Proficiency with investment data and analytics vendors such as Bloomberg and FactSet, or any alternative risk analytics platforms
* Experience with data management and coding/programming tools such as Python and/or visualisation tools such as PowerBI
* Advanced Excel modelling, analytical and problem‑solving capabilities
* Comprehensive knowledge of regulatory requirements for superannuation fund investment reporting
* Business acumen and strong attention to detail
* Excellent written and oral communication skills
* Strong interpersonal skills with ability to build and maintain multi‑level relationships
For more information about Team Super, please visit
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