Financial Analyst at Foodbank Queensland

Victoria, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

08 Feb, 27

Salary

7000000.0

Posted On

10 Nov, 26

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Financial Services & Insurance

Description

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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Responsibilities

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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