Our client is a highly successful boutique fund management business, with a small, high calibre investment team.
The Investment Analyst will plays a key role in supporting the internal investment and portfolio management functions. The role will work closely with the Head of Investments to monitor and manage portfolio positions, risk and performance in line with business investment objectives and guidelines. The role will work across the firm's multi-strategy, multi-manager portfolios as well as their direct listed equity portfolios, having exposure to all aspects of the investment process.
This is a dynamic, high growth business with an entrepreneurial culture. Employees with the right attributes are given a high level of responsibility and can become an integral part of the business. This role provides an opportunity for significant, hands-on development through its high level of involvement in internal investment processes, as well as the exposure it provides to a variety of best-in-class external investment managers across asset classes. For the right candidate, they will also offer training and development opportunities.
The fund has a supportive and collegiate environment, that encourages team building and working together towards shared business goals. They have a strong office culture with an element of hybrid work (1 day at home a week).
Key responsibilities
Portfolio Management & Ongoing Monitoring
- Maintain the portfolio management models used for each strategy
- Monitor the asset allocation, risk metrics, liquidity and cash balances of multi-strategy portfolios
- Monitor the portfolio exposures and active risk of listed equity portfolios and conduct portfolio optimisations to minimise tracking error as required
- Rebalance the portfolios to their target positions by executing trades on stock and futures exchanges and instructing FX and cash transactions
- Conduct analysis on each investment strategy and identify potential investment decisions that may improve their performance
- Where possible, enhance portfolio management processes by improving either efficiency or effectiveness
Performance Measurement & Analysis
- Maintain the performance models used for each strategy
- Monitor performance and risk analytics across portfolios and underlying sub-investment strategies, highlighting key insights
- Conduct strategy-level attribution analysis of the multi-strategy portfolios
- Conduct detailed attribution analysis of listed equity portfolios, including attribution by sectors, regions, currencies and individual securities
Manager Due Diligence & Ongoing Assessment
- Assist with due diligence on prospective investment managers
- Monitor existing investment managers through performance analysis and ongoing engagement
Security Selection & Responsible Investment Screening
- Conduct SRI-focused security screening as part of the security selection of listed equity strategies
- Assess the entire portfolio for alignment with its relevant responsible investment policy and investment guidelines
Support the Investment Committee and Asset Allocation & Risk Committee
- Prepare supporting materials for the Committees, including standard materials as well as reports on specific matters arising for each meeting
- Attend Committee meetings and document key decisions and outcomes
Client Reporting & Marketing Content
- Provide the relevant portfolio and performance data for all standard client reports
- Write market and portfolio commentary when required
- Contribute to sales and marketing materials, such as presentation decks or white papers
- Conduct specific ad hoc analysis for use in client reporting and sales materials as required
General support
- Provide general support as required to any other areas of the business if it is deemed a priority by management
Desired attributes
- At least 3-5 years’ experience in investment management or an equivalent field
- Demonstrated capabilities in quantitative analysis and data management
- Proficient with technology and a practical understanding of AI tools and their applications
- A keen interest in financial markets and investment strategy, particularly across different asset classes
- Strong communication skills, including an ability to write and speak about markets and investment strategy
- Strong analytical skills and attention to detail
- Ability to take initiative over tasks and work in a self-directed manner
- Willingness to learn quickly and adapt to change in a fast-moving environment
This is a business where you will get support, but not have your hand held so there is a need to be able to “work off your own steam”. The role will be technical (rather than hugely client facing) so you need to enjoy modelling and finding insights through analysis. It’s a genuinely fast-moving culture and somewhere where your voice will be heard.
If this role is of potential interest, please contact John Molony (john@bkcon.com.au).
Our client is a highly successful boutique fund management business, with a small, high calibre investment team.
