Portfolio Analyst - Income & Fixed Interest, Sydney

An opportunity has arisen for a Portfolio Analyst with astute critical thinking and analysis to join the Income & Fixed Interest team with BT Investment Management.

Income & Fixed Interest
BTIM Australia has investment management capabilities in Income & Fixed Interest across a range of global and enhanced fixed interest, managed and enhanced cash, and credit capabilities.

The Role:

The Portfolio Analyst will be focused on providing critical economic and market analytical support and metrics to the Income & Fixed Interest (I&FI) Portfolio Managers who manage the Cash, Australian Rates and Australian Credit exposures, in addition to identifying potential investment ideas through rigorous macro and micro economic analysis and financial modelling.  This role encompasses both trade analysis and assisting with portfolio construction & management.  Key accountabilities include:

  • conduct in depth and insightful research and articulate the risk and return for each recommendation to the Portfolio Managers
  • calculate and produce analytics to help Portfolio Managers construct portfolios in line with risk targets and client objectives

  • maintain portfolio and market data within third-party and in-house developed systems and liaise with suppliers on maintenance, troubleshooting, and system development

  • produce regular analytical and performance attribution reports for portfolios

  • draft and write reports for Portfolio Manager or client use

  • work with the Sales and Portfolio Specialists teams to research new investment solutions

To be considered for the role, applicants will require the following:

  • degree in Commerce, Economics, Business, Finance or Mathematics are essential, ideally combined with Computer Science qualifications.  A post-graduate degree would be preferred but is not essential

  • minimum 5 years’ experience in a similar or relevant role

  • high computer literacy with advanced Excel skills, database software and VBA programming essential.  Other programming languages are advantageous

  • exceptional analytical skills; able to identify issues, problems and opportunities

  • proven mathematical capabilities – knowledge of primarily statistical and applied mathematics with particular focus on optimization and a good understanding and knowledge of quantitative methods for financial time series

  • ability to develop and maintain quantitative models

  • strong macro and micro economic knowledge

To submit your application, in strict confidence, please direct your application to Kerry Rossborough 


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Expression of Interest

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