Portfolio Analyst - Equities & ESG

Location: Brisbane, CBD & Inner Suburbs
Job Type: Permanent
Discipline: Accounting, Finance & Procurement
Contact: Sam Wood
Email: sam.wood@troocoo.com
Reference: 1519247A
Posted: 5 days ago
About the Organisation:

Troocoo is proud to be partnering with a leading superannuation fund, boasting nearly 60 years of excellence. Operating as a profit-for-members fund, their 250,000 members are top priority in every aspect. By joining the organisation, you'll be part of an organisation that offers genuine expertise, understanding and exciting growth opportunities. 

About the Position:

Joining the Investments division, in the Equities & ESG team, you will be part of an enthusiastic team that has an infectious passion for what they do and a clear understanding of the impact their team can have on members’ best financial interests.
  • Assist in the monitoring of equity managers for performance and process anomalies.
  • Ensure due diligence is regularly conducted and documented.
  • Research current equity managers investment and ESG credentials.
  • Liaise with Investment Operations and Compliance as required.
  • Assist with the implementation and reporting of proxy voting and stewardship activities as required.
  • Monitor and work with the team in respect of oversight of equity and ESG requirements.
  • Responsibility for compiling the Investment Manager part of the corporate Modern Slavery Report.
  • Facilitate the provision of input into the Reconciliation Action Plan (RAP) as required.
  • Input into various ad hoc tasks as required at a team level including Investment Committee and Board Reports and Executive IC.
About You:
  • 5 – 10 years’ experience within an investment management division/organisation.
  • The ideal candidate has prior knowledge and experience across Equities and ESG.
  • You will possess innovative and creative problem solving skills; eager to find solutions.
  • You will have a passion for what you do and a natural ability to build relationships; a desire to help people inside and outside of your team.
  • Confidence in engaging with operational and executive stakeholders.
  • Strong data management and analysis skills is required; this role will require confidence with large data sets.
For further information, please call Sam Wood on 0413 688 566.

Alternatively, if you are interested in the position, please apply below and we will ensure we get back to your application.
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Thank you for your interest.