Investment Analyst, Equities
Core
Support the management of equity portfolios and deliver strong investment outcomes for members through manager selection, monitoring, and analysis.
Role type
Senior IC investment analyst (equities)
Builds
Domestic and international equity portfolios for an institutional superannuation fund
Domain
Asset management / Superannuation / Equities
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Qualitative and quantitative analysis, Manager research and due diligence, Portfolio performance and risk analysis, Financial statement interpretation, Investment model maintenance, Fee negotiation support
Preferred skills
Bloomberg/eVestment proficiency, AI and automation tool application, AI-enabled workflow knowledge
Responsibilities
Source and assess equity managers using research databases and consultant insights; Conduct due diligence on prospective and existing investment managers; Monitor manager adherence to investment guidelines, ESG policies, and carbon objectives; Analyse equity portfolio positioning, performance, risk exposures, and style factors; Prepare investment reports and meeting papers for stakeholders; Maintain quantitative models and analytical tools for research and oversight
Seniority
Mid-Senior, hands-on IC