Insignia Financial14 jobs

Senior Analyst Investment - Portfolio Exposure Management

SeniorFull-timeHybridSydney NSW, AustraliaPosted 3 weeks agoVerified 3 days ago
Pending fitX of Y criteria met

About the job

This job is all about being a detail-driven investment professional who plays a vital role in bringing investment strategies to life. By managing cashflows and ensuring precision in execution, you will help deliver strong outcomes for clients. The team values collaboration and thrives on the intersection of strategy and execution, making it an exciting opportunity for those who enjoy making a real-world impact.

You'll be responsible for

💰

Overseeing cashflow decisions

Make informed cashflow decisions across investment assets to ensure efficient management.
📊

Monitoring asset allocation

Ensure alignment to strategy and rebalancing frameworks by closely monitoring asset allocation and currency exposures.
🔄

Implementing investment strategy changes

Execute changes with precision, including planning, scenario assessment, and managing downstream implications.

Key criteria

📊

Investment strategy implementation experience

Proven experience implementing investment strategies end-to-end.

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💼

Cashflow management expertise

Demonstrated experience in cashflow or liquidity management.

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📈

Advanced Excel skills

Extensive experience building and working with complex Excel models.

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Meet the team

About the company

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Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Investment strategy implementation experience
Proven experience implementing investment strategies end-to-end.

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Cashflow management expertise
Demonstrated experience in cashflow or liquidity management.

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Advanced Excel skills
Extensive experience building and working with complex Excel models.

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Analytical problem-solving skills
Strong analytical skills with a focus on problem-solving.

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Stakeholder relationship management
Experience building strong relationships with internal stakeholders.

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A meaningful career starts with a match

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