Portfolio Analyst
vor 2 Wochen
Full time
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Yarra Capital Management is a leading independent fund manager, providing investment products to domestic and international clients with $20 billion under management. We offer our clients access to a range of actively managed fundamental equity, fixed income and multi-asset capabilities. With offices in Melbourne and Sydney and a strong heritage in the local market, we are a team of 85 collaborative professionals focussed on delivering the best investment outcomes for our clients.
As an organisation, we work hard to attract, develop and retain people from diverse backgrounds who bring different perspectives to the table. We offer our staff an inclusive environment and a structured career development program which places a high value on mentoring and support. We provide a market competitive salary and benefits.
About the Team
The Yarra Australian Equities team is an ambitious and entrepreneurial 14-person investment team. We have attracted developed and retained an investment team of the highest quality. We understand the importance of diversity of experience in bringing varied perspectives and stock ideas to portfolio construction discussions.
About the Role
This role is based in Melbourne and reports to the Head of Australian Equities, the Head of Australian Equity Research, and the Chief Sustainability Officer.
As a Portfolio Analyst, you are responsible for examining fund performance, strategy positioning, and portfolio changes of the Yarra Equities financial investments which the team use to invest and manage funds on institutional and intermediary client’s behalf. You are also required to produce reporting and high quality written monthly and quarterly commentary on Yarra Equities strategies for our clients, and preparing marketing materials to inform our clients and attract new clients (domestic and international) to our Australian Equities fund.
In addition, this role supports and assists the Chief Sustainability Officer in building Yarra’s Net Zero Strategy and conducting Climate Scenario analysis to better advise and inform the Australian Equities team to make financial investment decisions for its clients in line with its Responsible Investment Policy.
Key responsibilities for this role include:
- examining fund performance, positioning and portfolio changes to support the Portfolio Managers and Research Analysts within the Australian Equities team to help develop and implement investment strategies for clients based on their needs and changes in markets;
- analysing and/or generating risk analytics and other portfolio related information as part of the monitoring of investment performance both at a firmwide investment risk management level, and for clients at the portfolio level, in addition to the application of this data to assist the team in its advice to clients (both superannuation/institutional client portfolios and retail clients through our intermediary/advisory distribution of unit trusts) on our investment strategies and the making of day to day investment decisions;
- producing reporting and high quality written monthly and quarterly commentary for our clients to ensure they are informed and provided with the correct and relevant data to be able to assess performance against their investment objectives and to meet any investment governance or regulatory reporting requirements;
- generation and maintenance of investment risk/portfolio databases to support the activities of the Australian Equities team, Client Reporting team, and the broader business;
- preparation of investment performance reporting collateral and prospective client pitchbooks for clients (domestic and international) in our Australian Equities investment strategies, as well as responding to ad hoc data analysis requests from institutional superannuation/insurance clients and Research Consultants; and
- managing and implementing proxy voting and corporate actions for assets managed by the team.
Knowledge, Skills, and Experience
- 5+ years of proven experience with investment performance analytics
- Tertiary qualifications in a related discipline (e.g. Finance, Commerce, Accounting, Business)
- Sustainable investing or other ESG certification
- Solid investment and asset management knowledge
- Advanced Excel skills including macros and VBA
- Advanced experience using FactSet
- Excellent communication and technical writing skills
- Strong attention to detail
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