Senior Analyst Investment - Portfolio Exposure Management

Insignia Financial Ltd -
Sydney NSW

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Job Details

Permanent | Full-time
9 days ago

Qualifications

Investment
Microsoft Excel
Management
Analysis skills
Communication skills

Full Job Description

Senior Analyst Investment - Portfolio Exposure Management

Location: SYDNEY, NSW, AU, 2000

Employment Type: Permanent Full Time

We’re looking for a detail-driven and commercially minded investment professional to join our team. This role sits at the heart of how investment strategies come to life, owning cashflow decisions, ensuring precision in execution, and helping deliver strong outcomes for our clients.

If you enjoy working where strategy meets execution and thrive in roles that require both analytical depth and real-world impact, this could be the right move.

The role

You’ll be responsible for the efficient implementation of investment strategies and the day-to-day management of cashflows across our investment funds. At its core, this role ensures clients’ money is managed accurately, efficiently, and in line with expectations, every single day.

What you’ll be doing

Oversee and make cashflow decisions across investment assets

Monitor asset allocation and currency exposures, ensuring alignment to strategy and rebalancing frameworks

Implement investment strategy changes end-to-end, including:

Planning and scenario assessment

Modelling trade and portfolio impacts

Executing changes with precision

Managing downstream implications

Partner with internal stakeholders to deliver investment initiatives and enhancements

Drive project-based work and contribute to investment research

Support broader product, system, and process initiatives to enhance operational effectiveness

Deliver accurate and timely reporting

Identify and deliver opportunities to streamline and automate workflows, enhancing efficiency, scalability, and control across the investment implementation lifecycle

What you’ll bring

Strong background in finance, investments, actuarial, mathematics or similar

Extensive experience in a similar, highly analytical role

Advanced Excel skills (you’re comfortable building and working with complex models)

Strong analytical and problem-solving capability

Clear and confident communication skills, with the ability to tailor your message to different audiences

Ability to manage priorities, work independently, and build strong stakeholder relationships

Experience in cashflow or liquidity management, derivative and OTC contracts

Experience in project management and a proactive mindset toward identifying and implementing process efficiencies, including leveraging automation to improve workflow scalability and accuracy

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Apply Now

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