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About the Role
As a Senior Analyst, you will play a key role in managing and executing derivative overlay and exposure management programs that support portfolio performance and risk outcomes. You will work across a broad range of asset classes and contribute to the ongoing enhancement of trading, monitoring and automation capabilities within the team.
Responsibilities
- Execute and manage positions across derivative and overlay programs, including currency hedging, duration management, futures and forward rolls, and exposure management strategies.
- Partner with Portfolio Managers to translate investment decisions into efficient market implementation solutions.
- Monitor portfolio exposures, hedge ratios, counterparty exposures and overlay performance, providing analysis and reporting to support decision-making.
- Complete pre-trade and post-trade reviews, ensuring compliance with mandates, investment guidelines and counterparty limits.
- Build and maintain strong relationships with brokers, banks and market counterparties to support efficient execution and competitive pricing.
- Manage trading lifecycle requirements, including collateral, margin, settlements and corporate actions.
- Act as the key liaison between Investments, Operations, custodians and market counterparties to resolve implementation issues.
- Contribute to onboarding new markets, instruments and counterparties, including implementation and operational assessments.
- Develop and enhance analytical tools, reporting capabilities and automated processes to improve efficiency and risk management.
- Leverage AI-enabled tools and workflow automation to improve team productivity, controls and insights.
Requirements
- A degree in Finance, Economics, Commerce, Mathematics, Engineering, Computer Science or a related discipline.
- 3-6 years' experience in trading, investment implementation, treasury, exposure management or a related investment function.
- Strong understanding of financial markets, including equities, fixed income, foreign exchange and derivatives.
- Excellent attention to detail and a strong risk and controls mindset.
- Well-developed analytical, problem-solving and decision-making skills.
- Strong communication and stakeholder management capability.
- Advanced Excel skills, with exposure to Bloomberg and FX Connect viewed favourably.
- Practical experience using AI tools such as Microsoft Copilot, ChatGPT or Claude to improve analysis, reporting and workflow efficiency.
- Programming or automation skills in Python, VBA, SQL and/or Power Automate highly regarded.
- Progress toward CFA or other relevant postgraduate qualifications viewed favourably.
- Applicants will be required to provide evidence of their eligibility to work in Australia.
- Applicants will be required to undertake police and basic credit checks as a condition of employment.
Skills
- Equities
- Foreign exchange
- Fixed income
- Derivatives
- Excel
- Bloomberg
- FX Connect
- AI tools
- Microsoft Copilot
- ChatGPT
- Claude
- Python
- VBA
- SQL
- Power Automate
- CFA
Location
- Australia
Work Type
- Full-time
Experience Level
- 3-6 years
Education Level
- Degree in Finance, Economics, Commerce, Mathematics, Engineering, Computer Science or a related discipline
- CFA or other relevant postgraduate qualifications
About the Company
- Join a high-performing investment team responsible for structuring, implementing and managing market exposures across equities, foreign exchange, fixed income and derivatives.
- This role offers the opportunity to work closely with Portfolio Managers, trading counterparties and operational stakeholders to ensure investment strategies are devised and executed efficiently, accurately and within a strong risk and control framework.
- This is an opportunity to work at the intersection of investing, markets, and innovation.
- You'll gain exposure to sophisticated overlay strategies, collaborate with experienced investment professionals and help shape the future of exposure management through automation and AI-enabled capabilities.
Equal Opportunity
- 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.