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Location
Sydney
Salary
$150000 - $170000 per annum
Job Type
Permanent
Ref
BH-184532
Contact
Stuart Soper
Contact email
Email Stuart
Posted
about 2 months ago
My client is seeking a highly analytical and motivated Investment Performance specialist to join the business and help drive robust, asset-liability aware portfolio strategies. This role offers a unique opportunity to work across multi-asset exposures with a strong emphasis on fixed income analytics, performance attribution, regulatory reporting, and responsible investment initiatives.

You will lead investment performance and risk analysis, focusing on asset-liability strategies and fixed income exposures. Use advanced performance attribution techniques to assess multi-asset portfolios, support regulatory and capital reporting, and contribute to responsible investment and net-zero initiatives. Ideal for candidates seeking to deepen expertise in performance and risk analytics.

Key deliverables:
  • Co-ordinate, prepare and provide oversight for key investment reports for asset & liability committees, investment manager committee and asset allocation committee.
  • Monitor, analyse and implement investment risk metrics covering interest rate risk, credit risk, inflation risk, currency risk, equity risk, and counterparty risk. 
  • SME in fixed income attribution and risk factor models
  • Analyse and report on investment performance and risk across diversified portfolios.
  • Deliver insights for asset allocation, fixed income attribution, and interest rate risk modelling.
  • Conduct stress testing, scenario analysis, and performance attribution.
  • Support regulatory reporting, including capital charge calculations and APRA compliance.
  • Engage with senior stakeholders on investment results, risk metrics, and forecasting.
  • Investment analyst pack, investment commentary and communications
  • Contribute to responsible investing and net zero transition reporting.

Key skills & experience:
  • 5+ years’ experience in investment analytics or performance analysis within Funds Management, Custody, or Asset owner environment.
  • Strong technical background in fixed income attribution, investment risk analysis, and portfolio modelling.
  • Investment risk analysis, sensitivity analysis and stress testing experience of asset-liability strategies.
  • Excellent understanding of all financial instruments and risk modelling including all fixed income securities and derivatives
  • Proficiency with tools like Bloomberg, FactSet, or StatPro.
  • Tertiary qualification in Finance, Economics, Maths, Engineering, or related field (CFA, CAIA, FRM desirable).
  • Ability to influence, mentor, and present insights clearly to senior stakeholders.

This is a great opportunity for a self-driven investment professional looking to grow their career in a highly analytical and strategic role. Be part of a team influencing key investment decisions and driving innovation in performance and risk reporting.