Investment Analyst - Exposure Management

Job Description

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More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

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We’re looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members’ long-term outcomes. In return, you’ll be part of an organisation where your work contributes to strong returns, real-world impact, and a culture that reflects the communities our members serve.

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Bring your authentic and passionate self to this exceptional role #careerswithimpact

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This role puts you at the center of how HESTA manages risk and opportunity across Australian and International Equities, working closely with the Portfolio Manager – Growth Assets, Exposure Management to shape decisions that affect the total portfolio. You'll build hands-on experience with sophisticated tools like Bloomberg, BarraOne and Simcorp Dimension, sharpen your market analysis skills, and contribute research. Over time, you'll develop the technical depth and industry relationships that open doors to portfolio management roles.

About The Role \n

Sitting within the Investment Management team, you'll support the oversight of HESTA's exposure management program, from portfolio monitoring through to investment execution. You'll work across a mix of analytical, research and governance tasks that keep the listed assets portfolio running smoothly and in line with HESTA's investment strategy.

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• Monitor and analyse listed asset class exposures and risks across equities
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• Prepare research, performance data and review documents for senior stakeholders and the Investment Committee
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• Help identify the most efficient ways to manage exposure, including smart beta, overlay, swaps and options
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• Support HESTA's Responsible Investment goals by embedding them in portfolio decisions
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About You \n

You bring demonstrated experience in an investment analyst role or similar, with a solid understanding of equity markets and what drives them. You're comfortable working to tight deadlines across multiple stakeholders and enjoy the technical side of investment analysis and reporting.

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• Undergraduate and postgraduate qualifications in business, accounting, commerce or economics
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• Experience analysing fund managers, portfolios or equity markets at a super fund, fund manager or research house
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• CFA study or completion (or a Master of Finance) highly regarded
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Benefits that matter and make a difference for our employees \n

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• Leave for those moments that matter , an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affiliation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
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• Your Professional development matters , up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
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• Your health and wellbeing matters , free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
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• Your financial wellbeing matters , up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.
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We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

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We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team and we’ll call you to discuss.

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Please note: Applications via recruitment agencies will not be accepted for this position

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