Analyst, Investment Strategy and Asset Allocation
- Full-time
Company Description
Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders
Closing date: Sunday 1st December.
Please note Rest does not accept speculative resumes from recruitment agencies
Rest will review applications prior to the closing date and may close the role earlier
Job Description
Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds.
We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.
Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.
Reporting to the Portfolio Manager, Strategy and Dynamic Asset Allocation this role will contribute to the daily portfolio management of Rest’s multi-asset investment options and dynamic asset allocation positioning. They will support the development of Rest’s multi-asset fundamental research processes and quantitative tools, as well supporting internal portfolio management analysis and reporting functions.
- Undertake market, economic and investment research for use in asset class valuations, portfolio construction and implementation.
- Develop quantitative models used to inform idea generation and dynamic asset allocation decision-making.
- Follow macroeconomic and asset class specific information and news flow and synthesize into implications, opportunities and risks for investment strategy.
- Develop fundamental market views and communicates them across the broader Investments team to inform portfolio construction and facilitate a total portfolio approach to investing.
- Contribute to the analysis and compilation of data used in investment reporting and decision making, including reporting to the Board and Investment sub-committees.
- Contribute to the development of stochastic capital market assumption models and undertake analysis on the expected impacts of market, economic and climate scenarios on portfolio positioning.
- Undertake analysis on portfolio positioning and exposures to contribute to portfolio management and rebalancing decisions.
Qualifications
- Degree in Finance / Economics or Actuarial studies or equivalent and proven experience
- CFA, CAIA or similar industry qualifications highly desirable
Required experience, understanding or credentials including:
- Demonstrated experience working in investment management, financial services or a quantitative role
- Strong fundamental knowledge of global investment markets and asset classes with application to portfolio construction
- Experience in investing for a multi-asset portfolio
- Proficiency with financial data and tools – Bloomberg, Factset or similar
- Programming experience in Python, R or other statistical computing language is considered an advantage
- Able to clearly communicate and form conclusions on portfolio positioning and risk
Additional Information
Our benefits have been designed so you can tailor your experience with us and include:
- Personal and professional development opportunities
- Hybrid working
- Purchase leave scheme and gender neutral 16 weeks paid parental leave
- Super Contribution Continuation for 12 Months of parental leave
- Linkedin Learning
- Income Protection Insurance
- Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours)
- Rest Stops - meeting free breaks
If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.
Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.
We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.
Please note only people with the right to work in Australia will be considered.
*Funds under management as at 30 June 2024. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.