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Investment operations analyst

Melbourne
HESTA
Posted: 27 November
Offer description

Investment Operations Analyst - Performance

More than one million Australians trust HESTA with their money.

HESTA is a top-performing industry super fund working for real-world impact.

We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

As the Investment Operations Analyst – Performance, you'll play a crucial role in delivering independent investment performance reporting and attribution analysis.

You'll work directly with investment management and execution teams to provide valuable insights that drive strategic decision-making.

In this role you will be a subject‑matter expert in investment performance and deliver impactful performance insights across portfolios, asset classes and investment options that will be integrated into the development of investment strategy.

You will develop and maintain performance measurement and attribution models and ensure the accuracy and integrity of performance databases.

You will have the opportunity to collaborate with investment managers on investment reviews and investment committee presentations, and contribute to system and reporting improvement initiatives.


About You

Some experience in investment performance analysis and reporting and an understanding of attribution models and methodologies, including fixed‑income attribution, is essential.

Knowledge of regulatory requirements for superannuation fund investment reporting and working knowledge of complex financial instruments and their performance measurement are required.

Core technical skills include proficiency with investment platforms such as SimCorp, Bloomberg, FactSet, basic SQL and Python, and experience with data visualisation tools such as Power BI.

Excellent stakeholder management and communication skills, advanced analytical and problem‑solving capabilities, and an in‑depth understanding of superannuation investment structures are also required.


Benefits

Leave for those moments that matter: an additional 6 days of leave at the end of the year, up to 6 days paid volunteer leave, gender‑neutral paid parental leave of 20 weeks, gender affirmation leave, reproductive health and wellbeing leave, cultural and ceremonial leave.

Access your LSL after 3 years, take annual leave at half pay, and purchase up to 2 weeks additional leave.

Your professional development matters: up to $5 k per year for professional development and up to 8 days of professional development leave, HESTA scholarships and free access to a range of premium learning tools.

Your health and wellbeing matters: free annual flu shots and skin checks, incredible social events throughout the year, and a comprehensive employee assistance program available 24/7.

Your financial matters: up to 15% super, financial planning support, end‑of‑year payment for all Enterprise Agreement‑covered employees, an incentivised employee referral programme and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities.

We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age.

We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

We want all candidates to feel safe, included and provided with the best opportunity to thrive.

If you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team at

* and we'll call you to discuss.

Applications via recruitment agencies will not be accepted for this position.

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