Investment Analyst
Based in Australia
Core
Shape strategic decisions through high-quality analysis of debt, investment, and endowment portfolios for a university.
Role type
Senior IC investment analyst (treasury)
Builds
Portfolio reporting, market commentary, and recommendations for senior leaders and committees
Domain
Higher education finance + fixed income/treasury
Deliverable
dashboards & analysis
Required skills
Financial modelling, advanced Excel, credit analysis, interest rate concepts, liquidity management, portfolio analytics
Preferred skills
Fixed income market knowledge, regulatory and geopolitical risk analysis
Technologies
Excel
Responsibilities
Monitor portfolio performance, risk, cash flows, valuations, and policy compliance; deliver fundamental and quantitative analysis; support funding and refinancing initiatives; strengthen investment policies and reporting automation.
