Where

Portfolio Analyst - Super Funds

NXTGIG
Canberra Full-day Full-time

Description:

NXT GIG is looking for a detail-oriented Portfolio Analyst specializing in Super Funds to join our investment team. In this role, you will support the Portfolio Managers in analyzing and managing investment portfolios specifically designed for superannuation clients. Your responsibilities will include conducting in-depth research and performance analysis, preparing reports, and assisting in the development of investment strategies that align with client objectives. The ideal candidate will have a strong analytical background, knowledge of superannuation regulations, and an eagerness to contribute to a collaborative team environment. Join us at NXT GIG and play a vital role in helping our clients achieve their financial goals.

Responsibilities

  • Assist in monitoring and analyzing the performance of superannuation portfolios
  • Conduct thorough research on investment opportunities and market trends affecting super funds
  • Prepare detailed performance reports and presentations for stakeholders and clients
  • Support the portfolio management team in developing and implementing investment strategies
  • Evaluate the impact of economic and market developments on portfolio performance
  • Collaborate with other analysts and investment professionals to enhance research efforts
  • Stay updated on regulatory changes and compliance requirements within the superannuation industry


Requirements

  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Experience as a Portfolio Analyst or in a similar analytical role within the superannuation or investment sector
  • Strong understanding of investment principles, portfolio management, and superannuation regulations
  • Excellent analytical and quantitative skills, capable of interpreting complex financial data
  • Proficient in financial modeling, analysis tools, and Microsoft Excel
  • Strong communication skills to effectively present findings and recommendations
  • Ability to work collaboratively within a team and manage multiple tasks simultaneously
6 Mar 2025;   from: linkedin.com

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