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Senior Investment Analyst- Diversified Funds

Bendigo and Adelaide Bank Sydney, Australia
Posted 3 days ago Permanent Competitive
Senior Investment Analyst- Diversified Funds
About the role

Funds Management is a key division of the Group's Margin Lending and Wealth business, providing managed funds and investment solutions to its customers. The key offerings include:
  • Sandhurst Income Funds - a range of mortgage, credit and cash type investment funds designed for customers seeking capital stability and a competitive cash linked return.
  • Other Funds - a range of multi-asset class risk profile funds providing solutions for investors across the full risk spectrum and Australian Industrial share funds. These funds use external investment managers.

As Senior Investment Analyst - Diversified Funds and reporting to Head of Investments, Credit and Market Risk, you are responsible for researching and monitoring of external fund managers and monitoring of internally managed funds. By developing processes and tools you will:
  • Help the Responsible Entity delivery on the Fund investment strategies and met objectives
  • Provide research and monitor external fund manager performance of our investments made through funds or investment management agreements
  • Support quantitative performance analysis including attribution, transaction cost and stress testing on our investment portfolios
  • Support information requests from Ratings houses, dealer groups and platforms
  • Help provide effective investment portfolio governance through daily monitoring of internally managed po rtfolio s
  • Assist in Environmental, Social and Governance (ESG), climate and modern slavery reporting and monitoring on our funds
  • Develop strong relationships with various stakeholders including the Investment team, other internal partners and external Investment Managers

You will be located at our corporate office in Sydney or Adelaide, and we offer a flexible hybrid work arrangement with the expectation you are in the office at least 2 days per week.

About you

To be successful you will have:
  • Tertiary qualifications in Commerce, Finance, Economics or similar with postgraduate qualifications (CFA highly desirable)
  • In-depth knowledge of capital markets (fixed income, equities)
  • Strong knowledge and experience in managed funds and superannuation industries
  • Experience in Investment Management governance, investment portfolio compliance as well as ESG portfolio monitoring and reporting
  • Demonstrated capability in attribution and transaction cost analysis
  • An understanding of the use of derivatives including futures, options and swaps in investment management
  • Well developed analytical, mathematical and financial modelling skills
  • Excellent communication and stakeholder management skills; and
  • Expert MS Excel and experience with Bloomberg or similar data services

About Bendigo and Adelaide Bank

With over 7,000 employees, we are Australian's most trusted retail bank, our purpose is - 'to feed into the prosperity of our customers and communities, not off it'. We are one of Australia's most trusted brands and this isn't something we take lightly, which means Bendigo Bank is the Bank you can be proud to work at!

Find out more about us and our incredible history About us | Bendigo and Adelaide Bank (bendigoadelaide.com.au)

What we offer
  • As part of a national organisation, we can offer exciting opportunities within the broader Bendigo and Adelaide Bank Group
  • Great work life balance and staff benefits including discounts on bank products and services, share offers, flexible work options, paid parental leave, purchased leave options, wellness programs and excellent learning and development programs

At Bendigo and Adelaide Bank we believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.

How to apply

If you are interested in this opportunity, please apply online with your CV and cover letter. A position description is enclosed for this role. Senior Investment Analyst - Diversified Funds PD.pdf

Applications close COB Monday 22nd July 2024
Job ID  25o80PrTb4OA
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