AddressAn exciting opportunity exists for an experienced and driven Investment professional to join our investment governance team supporting Macquarie Wealth Management, within our Product and Technology division.
You will work directly with key stakeholders of our SMA, Wrap, and Platforms business to assist with investment governance matters and the analysis of SMA’s, managed funds and investments on the Wrap Investment Platforms. The Wrap Investment Platforms have over $100 billion in funds under administration.
Key responsibilities will include:
- Overseeing and conducting investment analysis, research, and due diligence.
- Being responsible for the execution of, and contribute to the evolution of, Investment Frameworks.
- Analysing investment data and material to assist with the monitoring of investments.
- Preparing reports and presenting them to stakeholders including Investment Committees and Boards.
- Identifying investment themes and market events and analysing their impact to the Menu of Investments.
- Taking initiative to lead by example and provide investment insight and guidance to less-experienced team members.
- Working closely with the team to improve processes and data management.
To be successful in this role:
To be successful in this role you will have strong analytical and data manipulation skills with a keen eye for attention to detail. You will be curious and able to combine quantitative and qualitative analysis to form and present recommendations and points of view. The successful candidate will demonstrate excellent written and communication skills with the ability to effectively manage deadlines and understand new concepts quickly. The successful candidate will also possess:
- A minimum of 5 years of professional experience in investment analytics/research.
- Tertiary qualification in Finance, Commerce, Economics or an equivalent discipline.
- CFA or equivalent accreditation.
- Advanced Microsoft Excel skills.
- Ability to manage competing priorities and meet tight deadlines.
- Ability to work effectively as part of a close-knit team and demonstrate strong stakeholder management skills.
If you're capable, motivated and are keen to continue to develop a deep level of knowledge of a specialised sector, we want you on our team.
About Banking and Financial Services
Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients.
Our commitment to Diversity, Equity and Inclusion
The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.
We are committed to providing a working environment that embraces and values diversity, equity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.
About Macquarie
A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.
Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 18,000+ employees and offices in 33 markets around the world, we’re a truly global organisation.
You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.
Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
Work type: Permanent - Full time
Location: Sydney
Category: Data & Analytics, Technology, Risk Management
Group: Banking and Financial Services
Division: Product & Technology
Recruiter: Chelsea Hollins
Opening Date: 05/10/2022
