Job Description
Join Avant's Investments team and play a key role in managing investment portfolios that protect and grow the financial strength of Australia's leading medical defence organisation. This is your opportunity to apply sophisticated analytical skills to meaningful work that ultimately supports over 90,000 healthcare professionals across the country.
The Role
As an Investment Analyst, you'll conduct research and analysis supporting Avant's investment strategy reviews, portfolio monitoring, and investment manager selection. You'll work with and help develop financial models, recommend trades to manage asset allocation and liquidity, and contribute to high-quality Investment Committee papers that guide strategic decisions.
This role offers the perfect blend of quantitative analysis, strategic thinking, and practical portfolio management in a purpose-driven environment.
What You'll Do
Investment Research & Analysis
Conduct research and analysis and to help develop investment recommendations covering Strategic Asset Allocation (SAA), Dynamic Asset Allocation (DAA), Asset Liability Management and investment manager selection
Run, maintain, and enhance internal models used for investment decision making
Portfolio Monitoring & Trading
Monitor liquidity, asset allocation, and strategy/fund allocations across portfolios
Recommend and implement physical and derivatives trades to manage allocations
Maintain and enhance internal portfolio monitoring models
Review and improve portfolio management processes
Manager Oversight
Primary or secondary responsibility for monitoring designated asset class managers
Establish regular manager meetings and resolve investment-related issues
Review manager performance and prepare performance commentary
Track fund/strategy information and review annual due diligence materials
Reporting & Committee Support
Run and maintain performance and risk reporting models
Help prepare performance and risk reports and other Investment Committee papers
Team Collaboration
Support other team members on projects and analysis
Assist internal stakeholders with investment-related queries
Contribute to continuous improvement of processes and systems
What You Bring
Essential:
Tertiary qualification in Finance, Economics, or related discipline
3+ years investment or finance experience
Hands-on experience with financial analysis and quantitative modelling in at least one area: Strategic Asset Allocation, Dynamic/Tactical Asset Allocation, portfolio management, or manager selection
Excel expertise - advanced modelling and analysis capabilities
Financial acumen with strong analytical mindset
Attention to detail when analysing, researching, monitoring and executing
Initiative and curiosity - you ask the right questions and dig deeper
Communication skills - translate complex analysis into clear insights
Influencing skills - ability to influence constructively
Highly Regarded:
Post-graduate qualifications (CFA, FIAA, CIMA)
Knowledge of investment markets, investment management and risk management
Experience with insurance company asset management or ALM
Investment reporting experience
Experience writing board or committee papers
About You
You're someone who:
Loves diving deep into data and finding insights
Thrives on building and improving financial models
Takes pride in accuracy and thorough analysis
Communicates complex concepts clearly
Works collaboratively while managing your own workload
Values working for an organization with genuine purpose
About Avant
For over 130 years, Avant has been protecting Australian medical professionals. As a member-owned mutual organisation with $1.4 billion in net assets and annual revenues of $445 million, we're entrusted with significant investment portfolios that underpin our ability to support doctors throughout their careers.
If you require any adjustments during the recruitment process, please dont hesitate to contact us at careers@avant.org.au or call Nico Touze - Head of Talent Acquisition on 0467XXXXXX
Equal Opportunity Employer
Avant supports doctors so they can serve Australia's diverse communities. Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.
We therefore welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.
Our inclusive workplace is somewhere everyone can succeed.
Ready to join us? If you're passionate about supporting Australia's healthcare professionals, we'd love to hear from you. If you require any adjustments during the recruitment process, please don't hesitate to contact us at careers@avant.org.au
The Role
As an Investment Analyst, you'll conduct research and analysis supporting Avant's investment strategy reviews, portfolio monitoring, and investment manager selection. You'll work with and help develop financial models, recommend trades to manage asset allocation and liquidity, and contribute to high-quality Investment Committee papers that guide strategic decisions.
This role offers the perfect blend of quantitative analysis, strategic thinking, and practical portfolio management in a purpose-driven environment.
What You'll Do
Investment Research & Analysis
Conduct research and analysis and to help develop investment recommendations covering Strategic Asset Allocation (SAA), Dynamic Asset Allocation (DAA), Asset Liability Management and investment manager selection
Run, maintain, and enhance internal models used for investment decision making
Portfolio Monitoring & Trading
Monitor liquidity, asset allocation, and strategy/fund allocations across portfolios
Recommend and implement physical and derivatives trades to manage allocations
Maintain and enhance internal portfolio monitoring models
Review and improve portfolio management processes
Manager Oversight
Primary or secondary responsibility for monitoring designated asset class managers
Establish regular manager meetings and resolve investment-related issues
Review manager performance and prepare performance commentary
Track fund/strategy information and review annual due diligence materials
Reporting & Committee Support
Run and maintain performance and risk reporting models
Help prepare performance and risk reports and other Investment Committee papers
Team Collaboration
Support other team members on projects and analysis
Assist internal stakeholders with investment-related queries
Contribute to continuous improvement of processes and systems
What You Bring
Essential:
Tertiary qualification in Finance, Economics, or related discipline
3+ years investment or finance experience
Hands-on experience with financial analysis and quantitative modelling in at least one area: Strategic Asset Allocation, Dynamic/Tactical Asset Allocation, portfolio management, or manager selection
Excel expertise - advanced modelling and analysis capabilities
Financial acumen with strong analytical mindset
Attention to detail when analysing, researching, monitoring and executing
Initiative and curiosity - you ask the right questions and dig deeper
Communication skills - translate complex analysis into clear insights
Influencing skills - ability to influence constructively
Highly Regarded:
Post-graduate qualifications (CFA, FIAA, CIMA)
Knowledge of investment markets, investment management and risk management
Experience with insurance company asset management or ALM
Investment reporting experience
Experience writing board or committee papers
About You
You're someone who:
Loves diving deep into data and finding insights
Thrives on building and improving financial models
Takes pride in accuracy and thorough analysis
Communicates complex concepts clearly
Works collaboratively while managing your own workload
Values working for an organization with genuine purpose
About Avant
For over 130 years, Avant has been protecting Australian medical professionals. As a member-owned mutual organisation with $1.4 billion in net assets and annual revenues of $445 million, we're entrusted with significant investment portfolios that underpin our ability to support doctors throughout their careers.
If you require any adjustments during the recruitment process, please dont hesitate to contact us at careers@avant.org.au or call Nico Touze - Head of Talent Acquisition on 0467XXXXXX
Equal Opportunity Employer
Avant supports doctors so they can serve Australia's diverse communities. Having diversity in our workforce brings valuable perspectives and strengthens our ability to support healthcare professionals.
We therefore welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people from culturally diverse communities, LGBTQIA+ individuals, people with disabilities, and those with caring responsibilities.
Our inclusive workplace is somewhere everyone can succeed.
Ready to join us? If you're passionate about supporting Australia's healthcare professionals, we'd love to hear from you. If you require any adjustments during the recruitment process, please don't hesitate to contact us at careers@avant.org.au
💡 Quick Summary
Seeking a career-building opportunity? The Investment Analyst - Investments & Treasury NSW position is now open for candidates interested in the Finance sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.