This is a Investment Analyst - Total Portfolio role with Aware Super based in Sydney, NSW, AU Aware Super Role Seniority - junior, mid level More about the Investment Analyst - Total Portfolio role at Aware Super Your SUPER career starts here As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world. Sound good? Learn more about us and what we do at aware.com.au Your New Role The Total Portfolio team is a central team within Investment Strategy. Aware's total portfolio approach is a collaborative and informed approach to making investment trade-offs. The team collaborates with all sector teams including Infrastructure, Property, Private Equity, Credit Income, Fixed Income and Public Market Equities. We are looking for an analyst with up to three years' experience and a desire to work in a fast-paced team environment to help us deliver excellent outcomes for members. The Total Portfolio team is responsible for: The strategic asset allocation of Aware's investment options. This includes capital market assumptions, competitive considerations, portfolio construction and scenario analysis. This is evolving with our total portfolio approach The evolution of the decision-making frameworks that inform and enable Aware's total portfolio approach across our investment options. This includes the use of agentic AI. Option-level management decisions such as foreign exchange settings and liquidity profiles. We aim to be the top-performing fund over a range of metrics. Our analysis and data-driven decision making is supported by a range of statistical and simulation techniques, forecasting methods and increasingly AI. We value clear and respectful communication, teamwork and excellence - and are determined to win for our members. Your New Role In this role of Investment Analyst, you will support and contribute to the following: Formulation of the investment strategies for the Fund's diversified investment options Data-driven and AI assisted total portfolio insights and decisions Total portfolio research initiatives including applications of AI Collaboration on projects with the broader Investment team and other business functions. Some of your key accountabilities include: Enhancing portfolio analytics and processes Contributing to the development of capital market assumptions Statistical modelling of time-series and cross-sectional data to support decision making Developing deep knowledge of source data, understanding and applying AI and assisting with database design and management Effective collaboration with sector teams to ensure a comprehensive understanding of the total portfolio How do you exceed our expectations? Necessary Either (i) an advanced degree majoring in Finance, Economics, Business Analytics; OR (ii) an advanced degree majoring in Mathematics with a focus on portfolio theory, optimisation and risk analysis. Strong academic transcript, especially in relevant subjects Strong understanding of financial modelling, statistics and quantitative measures of risk 0-2 years' experience Strong AI-assisted coding capabilities and interests (Python, R, Matlab) Basic understanding of asset classes and investment management practices Excellent communication and time-management skills A positive and curious approach to investments and risk. Not necessary but considered a plus Industry designation or working towards this (e.g., CFA, CAIA) is a plus Some experience in funds management, consulting or superannuation is a plus A relevant honours year or doctorate is a plus. Employee Experience We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life. Why you'll love working at Aware Super: Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement. Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects. Work with super humans: You'll work hard and innovate, but also have some fun along the way. Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones. The Aware Super difference At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador. Desired Skills and Experience Total Portfolio, Modelling, AI, Python, Matlab, R, Quantitative Analysis, Portfolio Optimisation, Strategic Asset Allocation, Superannuation, Risk Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the Aware Super team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Supporting investment strategies Enhancing portfolio analytics Collaborating on projects Key Strengths Financial modelling AI-assisted coding ️ Communication skills Industry designation Experience in funds management Advanced degree A Final Note: This is a role with Aware Super not with Hatch.
