Investment Process Analyst
Location: Sydney | Hybrid
Engagement: 6 month daily rate contract
Opportunity
- We are partnering with a leading Australian financial services organisation seeking an experienced Investment Process Analyst to support a significant transformation program within its Investments function.
- he role will focus on an Exposure Management Program, supporting the development of improved investment processes, future-state operating models and business change across the organisation.
- We are looking for someone who combines strong investment domain knowledge with business process analysis, investment data and operating model transformation experience.
Key Responsibilities
- Work closely with investment teams to understand exposure management, portfolio rebalancing, investment operations and associated workflows.
- Analyse investment processes, portfolio data, fund structures and operational dependencies across multiple asset classes.
- Identify inefficiencies, data quality issues and opportunities to improve investment processes, controls and reporting.
- Conduct comprehensive current-state assessments across Investments, Operations, Data, Technology and other impacted teams.
- Facilitate workshops to document existing processes, responsibilities, dependencies and operational challenges.
- Design and document future-state investment processes and the proposed target operating model.
- Conduct detailed business impact assessments to identify how proposed changes will affect teams, processes, roles and responsibilities.
- Develop change management plans to support the transition to the future-state operating model.
- Work with investment data and reporting teams to understand data flows, reporting requirements and operational dependencies.
- Analyse and validate investment data using tools such as Excel, SQL and investment data platforms.
- Support initiatives involving investment reporting, data quality, ESG and responsible investment where relevant.
Experience
- We are looking for an experienced Investment Process Analyst, Investment Business Analyst or Senior Business Process Analyst who brings a combination of investment expertise and strong transformation capabilities.
- Strong investment domain knowledge, gained within superannuation, asset management or investment management.
- Exposure to exposure management and portfolio rebalancing, with an understanding of the associated investment processes and operational requirements.
- Strong understanding of investment operations, fund structures, portfolio management and investment workflows.
- Demonstrated experience in end-to-end business process mapping, current-state/future-state analysis and target operating model design.
- Experience conducting business impact assessments across multiple business
- Experience supporting exposure management or portfolio rebalancing transformation programs.
- Knowledge of investment data and reporting across multiple asset classes.
- Experience using FactSet, Bloomberg, Morningstar or similar investment data platforms.
- SQL skills and advanced Excel capabilities, including investment data analysis and validation.
- Exposure to ESG, responsible investment reporting or investment governance.
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