About the Company Our client is a respected industry superannuation fund offering its members a range of services and products designed for putting its members first. Work as a key member of the Investments Team and undertake data analytics and research report preparation which contributes to the firm’s overall investment strategy. About the Role Work with the fund’s investment managers to implement investment decisions and to monitor performance. Undertake research and data-driven analytics on the Fund’s investments (existing and prospective) and overall portfolio. Analyse the cost-benefit of financial expenditure, market research, superannuation products, and public policy. Support the fund’s asset consultant on investment policy, risk and strategy development. Calculate and review crediting rates while managing risks. Support APRA data reporting. Monitor and manage the Fund’s cash portfolio. About the Candidate At least 2 years’ experience in an operations role within financial services. High level research analysis and reporting skills. Strong written and verbal communication skills. Ability to undertake research unsupervised and prepare insightful reports. Intermediate to advanced Excel skills including VBA An ability to work in a small team and pitch-in to support colleagues. If you are interested in learning more about this position, please contact Julian Soames at Kaizen Recruitment on 0412 123 682 or apply via the attached link.
