
Portfolio Analyst
- Brisbane, QLD
- Permanent
- Full-time
- Support the team with data analysis to help guide investment decisions and portfolio strategies.
- Build and update dashboards and models to automate analysis and track performance.
- Assist with the preparation of detailed client papers and reports.
- Provide support in developing Strategic Asset Allocations and portfolio solutions for clients.
- Assist with portfolio management, portfolio rebalancing and managing cash flows.
- Assist in performance reviews, investment research and risk reporting.
- Degree in mathematics, data science, statistics or a related field.
- Commitment to ongoing learning, including potential pursuit of professional qualifications such as CFA, FRM or PRM.
- Strong attention to detail and excellent quantitative skills.
- Keen interest in international markets, ESG and socially responsible investing.
- Experience using Excel, Python/MATLAB or equivalent and SQL.
- Eagerness to ask questions and work collaboratively in a fast-paced environment.