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 **** 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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