Talent Nation is partnering with Hand Heart Pocket to appoint an analyst who can turn investment data into decision-ready insights across performance, risk and impact. You'll work at the centre of the investment function, supporting governance, portfolio monitoring and impact measurement across a sophisticated, purpose-led portfolio.
The opportunity
This is a rare role that combines investment analysis with business intelligence. You'll help strengthen data foundations, uplift dashboards and reporting, and contribute to board and Investment Committee materials, while gaining exposure to responsible and impact investing, and philanthropic partnerships.
What you'll do
* Own investment BI, dashboards and data quality for portfolio monitoring
* Deliver clear performance, risk and impact reporting for senior stakeholders
* Prepare crisp papers and packs for the Investment Committee and Board
* Investment analysis and due diligence on responsible/impact opportunities
* Support philanthropic partnership management, including engagement and reporting
* Partner cross-functionally across philanthropy, governance and operations
* Contribute to projects that modernise the investment platform and reporting approach
What you'll bring
* Strong analytical/BI capability and confidence working with investment (or adjacent) data
* Clear written communication—able to turn complexity into board-ready narratives
* Structured thinking, attention to detail and a bias to action
* Stakeholder skills to work across investment, philanthropy and operations
* Interest in responsible investment, impact investing or philanthropy (highly regarded)
Why join Hand Heart Pocket
* Purpose-led organisation where investing and impact measurement matter
* Direct exposure to senior investment leaders, advisors, and board processes
* Hands-on work improving a modern investment platform and dashboardsA role with breadth: portfolio insights, governance support and philanthropic partnerships
How to apply
Submit your CV (Word) via the online application process. For a confidential discussion, contact Richard Evans (Talent Nation) on 0431 414 883 or richard@talentnation.com.au.
Talent Nation encourages applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sexes and genders. Adjustments available on request.
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