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Investment analyst

Sydney
JANA Investment Advisers
Investment Analyst
Posted: 7 March
Offer description

Acknowledgement Of Country

In the spirit of reconciliation, JANA respectfully acknowledges the Traditional Custodians of the land where we work and live. We pay our respects to Elders past, present, and emerging. We celebrate the stories, culture, and traditions of Aboriginal and Torres Strait Islander Elders of all communities who also work and live on this land.

About JANA

We are here for one reason: People. Together with our clients, we can change the lives of millions of Australians for the better.

JANA is a leading investment consulting firm with offices in Melbourne & Sydney. We provide investment advisory consulting to over 85 institutional clients, including superannuation funds, charities, insurers, foundations, and endowment funds. Our services include asset allocation, manager research and selection, and investment strategy advice. We foster close relationships with each client to understand their needs and identify unique investment opportunities for their benefit.

Your new role

JANA has an exciting opportunity for an Investment Analyst to support our Not-for-profit and New Zealand client segments. The focus of these roles is to help contribute to the development of the overall asset allocation and investment strategy for our clients.

Responsibilities
* Presentation of reports and recommendations to clients (usually to Trustee Boards and/or Investment Committees)
* Preparation and presentation of monthly and/or quarterly reports for clients as well as preparation of minor strategy recommendations
* Representation of views on investment matters at internal JANA investment committees
* Liaising with, and responding to ad hoc requests from clients
* Enter, maintain and analyse investment data in IT and investment risk systems
* Contribute to investment manager research through manager interviews over time and data analysis
* Contribute to investment strategy and asset allocation through direct quantitative and qualitative research, and input to JANA's forums
About you

Equally challenging and rewarding, this opportunity is perfect for someone with 1-3 years experience in an analytical or client-facing financial services environment.

* Strong analytical, mathematical and statistical aptitude
* Aptitude to develop skills to create automated solutions to problems using coding / programming
* A problem-solving mindset with strong attention to details
* Intellectually curious with a growth mindset
* Excellent relationship building skills
* Relevant tertiary qualification(s) required

This is a full-time opportunity based in our Sydney office.

Being part of the team at JANA is just the beginning Benefits
* 50% reimbursement on costs for further study on relevant courses and study leave provisions
* Flexible work options
* Ability to purchase an additional 4 weeks of annual leave per year
* Generous leave provisions including sick, carer's, and parental leave options to support our people when they need it most
* An annual Volunteer Day to contribute to your favourite charity or community cause
* Regular health and wellbeing seminars and activities as part of our Health and Wellbeing program
* Monthly reward and recognition program
* Employee Assistance Program and flu vaccines

JANA is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, disability, age, or other legally protected attributes.

Applications will only be considered from candidates with the appropriate working rights in Australia.

Successful applicants will be required to complete a Criminal & Bankruptcy check before commencement of employment. JANA kindly requests no unsolicited resumes or approaches from recruitment agencies and will not be responsible for any associated fees.

This role will close on the 13 March 2026. Please include a copy of your University transcript as part of your application.

Don't meet every single requirement but excited about this role? Studies have shown that women and people of colour are less likely to apply for jobs unless they meet all the criteria. Here at JANA, we're passionate about creating a diverse and inclusive team, one where people can be their authentic selves. We believe diversity of thought, experience and background strengthens our long-term excellence, ultimately ensuring prosperity for the millions of people we represent. So we encourage you to apply even if you don't meet all the criteria. You just might be a great fit for another role if not this one!

JANA collects your personal information in accordance with JANA's Privacy Policy and Personal Information Collection Notice. By clicking 'Apply' or uploading documents, you consent to the collection, use and disclosure of your personal information by JANA in accordance with JANA's Privacy Policy and Personal Information Collection Notice. This includes assessing your eligibility for the role you are applying for and keeping a copy of your CV for future vacancies if you are unsuccessful.

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