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About the Role

This role within the Avant Investments team is responsible for analyzing and reviewing investment strategies for Avant’s portfolios, covering Strategic Asset Allocation, Dynamic Asset Allocation, and Manager/Fund Selection. The position involves building, utilizing, and maintaining models, conducting research to support investment strategy review and monitoring, and providing analytical support to the team. Additionally, this role mentors analysts and provides back-up coverage for team members.

Responsibilities

Conduct research and analysis to support the SAA, DAA, and investment manager selection processes.
Run, maintain, and enhance internal models for SAA reviews, DAA tilts, manager/fund recommendations, and investment trades.
Conduct research and analysis to support investment strategy reviews.
Review and enhance investment research processes.
Develop investment recommendations covering SAA, DAA, and manager selection.
Monitor and review managers for designated asset classes.
Set up regular meetings with managers.
Resolve investment-related issues with managers.
Review and monitor manager performance and prepare commentary for performance reports.
Assist with tracking investment fund/strategy information.
Assist with the review of annual due diligence material provided by managers.
Ensure performance reporting is accurate and insightful.
Prepare performance and risk reports for management and the Board Investment Committee.
Enhance performance and risk reporting.
Prepare Investment Committee papers.
Prepare high-quality, concise papers for the Board Investment Committee.
Prepare ad hoc papers for the Board Investment Committee and senior management.
Contribute to building the confidence and trust of the Board Investment Committee and senior management in the internal Investments team.
Mentor and assist analysts in the team.
Provide back-up for other members of the team.
Provide peer review of investment models, papers, and strategy recommendations.
Assist other team members as required.
Assist internal stakeholders on investment-related queries.

Requirements

Tertiary qualifications in a finance or related discipline.
Minimum of 5 years investment/finance related experience.
Hands-on experience with financial analysis and quantitative modelling to support investment decision making covering at least one of the following: Strategic Asset Allocation, Dynamic/Tactical Asset Allocation, portfolio management or manager selection.
Excellent Excel skills.
Demonstrated understanding of investment markets, asset class characteristics, portfolio construction, and investment risk concepts.
Attention to detail.
Demonstrated ability to show initiative and be curious.
Demonstrated ability to influence constructively.
Excellent verbal and written communication skills.

Skills

Financial analysis
Quantitative modelling
Strategic Asset Allocation
Dynamic/Tactical Asset Allocation
Portfolio management
Manager selection
Excel
Investment markets understanding
Asset class characteristics understanding
Portfolio construction understanding
Investment risk concepts understanding
Initiative
Curiosity
Constructive influence
Verbal communication
Written communication
Post graduate studies (e.g. CFA, FIAA, CIMA)
Board and committee paper writing
Management of investment assets for an insurance company or asset/liability management
Programming or statistical tools (e.g. Python or R)
Investment reporting
Managing or mentoring investment analysts
ESG integration awareness
Responsible investment practices awareness

Experience Level

Minimum of 5 years investment/finance related experience

Education Level

Tertiary qualifications in a finance or related discipline
Post graduate studies (e.g. CFA, FIAA, CIMA)

About the Company

Avant is Australia's leading medical defence organisation with a proud heritage of protecting Australian medical professionals for more than 130 years.
Established by doctors in 1893, Avant now supports over 95,000 health practitioners and medical students across Australia.
As a member-owned organisation, everything we do is focused on supporting, protecting and advocating for our members throughout their careers and lives.
Beyond delivering market-leading products and services, we play an important role in improving healthcare quality, safety and professionalism through education, research and advocacy initiatives.

Equal Opportunity

Avant supports doctors so they can serve Australia's diverse communities.
We believe diversity of thought, background and experience strengthens our organisation and the service we provide to our members.
We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities and people with caring responsibilities.
We are committed to providing an inclusive workplace and making reasonable adjustments throughout the recruitment process.
If you require any adjustments, please let us know.
Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.
Our inclusive workplace is somewhere everyone can succeed.