Investment Analyst - Equities (External Mandates)

• Leading "for purpose" investment manager
• Melbourne | Hybrid Working Environment
• Unique career development opportunity

Victorian Funds Management Corporation (VFMC) is a public authority responsible for investing for the benefit of Victorians on behalf of the State of Victoria. VFMC manages over $100 billion in funds for 31 Victorian public authorities and related organisations across insurance, superannuation, health, arts, education, and service agencies. VFMC is a diverse and collaborative team united by a single purpose: investing for Victoria’s future.
  
VFMC are seeking a highly motivated Analyst to join their Equities team, reporting into the Portfolio Manager and providing support across the team. This role will contribute to achieving performance targets for portfolios managed by the Equity team, as agreed with the Head of Equities, and in line with VFMC’s overall investment strategy.
  
Key Responsibilities

• Monitor financial markets and contribute to assessing risk and return expectations across equity markets.
• Ability to identify pertinent investment issues and effectively communicate them within the team
• Assist in the analysis of portfolio structures and residual risk exposures relative to the targeted structure. This includes preparing portfolio exposure reports to identify risks and opportunities.
• Carry out due diligence on both existing and potential investment opportunities across both physical and derivative markets.
• Contribute to the formation of investment views and assist in their implementation across equity portfolios.
• Work with the Client Services team to assist them, as needed, with client reporting.

  
The ideal candidate

• Undergraduate degree, ideally in Finance or Commerce, with a high level of academic achievement.
• CFA qualified, or currently working towards the qualification will be considered favourably.
• Experience working in financial services (i.e. funds management, investment banking/broking, superannuation).
• Ability to demonstrate a strong interest in investment markets.
• Advanced Excel skills (VBA) and competence with other MS Office products are required, along with some data visualisation AI capability.
• Outstanding attention to detail.
• A proven record of achievement in past roles would be considered highly.
• A commitment to working in a ‘for purpose’ organisation is essential.

  
Why Join VFMC?
At VFMC, you’ll be part of a purpose-driven organisation making a tangible impact for all Victorians. You’ll enjoy access to senior leaders, be developed through a 2-year investment analyst program, and be part of a culture that values balance, inclusion, and continuous improvement.
  
Kaizen Recruitment is the exclusive recruitment partner for this opportunity.
For a confidential discussion, please contact Matt McGilton (0439 028 222) or Thomas Gueho (0402 609 506); or apply via the link below.