Introduction

About Us

We are an award-winning, national $18B public offer industry fund focused on the education and community sectors. Working for NGS Super means being part of something bigger and working to make a difference to our members and their financial future.

Our people are key to our success, and as we grow, we’re committed to finding and retaining the right talent to join the journey. As well as a flexible and fun workplace, we offer competitive benefits including additional leave entitlements, personal & professional development and health & wellbeing programs.

Click on the video below to learn more!

About The Role The Investment Analyst will play a key role in supporting the management of NGS Super's equity portfolios and helping deliver strong investment outcomes for our members.

Working closely with the Head of Equities, you'll assist with manager selection, manager monitoring and the day-to-day oversight of domestic and international equity portfolios. You'll conduct both qualitative and quantitative analysis, maintain portfolio and performance models, prepare investment reports and support major investment initiatives across the equity sector.

This is a highly analytical role that will provide exposure to investment managers, consultants and industry participants while helping to shape investment decisions across a significant institutional portfolio. You'll also support manager appointments, investment transitions, fee negotiations and legal documentation, working collaboratively across Investments, Investment Operations and external service providers.

What You'll Do

- Source, assess and recommend high-quality equity managers using research databases, consultant insights and manager meetings.




- Conduct due diligence on prospective and existing investment managers, including reviews of people, process, philosophy, performance, portfolio fit and compliance.
- Monitor managers' adherence to investment guidelines, ESG policies and carbon objectives, escalating issues where required.
- Analyse equity portfolio positioning, performance, risk exposures, style factors, carbon intensity and other ESG considerations.
- Prepare investment reports, meeting papers, analysis and insights for internal and external stakeholders.
- Maintain quantitative models and analytical tools to support research, due diligence, manager monitoring and portfolio oversight.
- Assist with fee negotiations, investment management agreements and other legal documentation.
- Support investment implementation activities, transitions and portfolio rebalancing in a timely and cost-effective manner.
- Provide data analysis and research support to assist investment decision-making and ongoing portfolio management.

About You

You'll bring

- A bachelor's degree and postgraduate qualifications, or be currently undertaking postgraduate study, in a relevant discipline such as Finance, Commerce, Economics, Actuarial Studies or the CFA Program.
- 5+ years' experience within asset management, investments or investment consulting, with a demonstrated interest in superannuation and investment markets.





- Experience in investment manager research, selection and monitoring within a multi-manager investment environment.
- Strong qualitative and quantitative analytical skills, including advanced Excel capabilities.
- The ability to interpret financial data, company financial statements and investment performance information.
- Knowledge of Australian and global equity markets, market indices and investment style factors.
- Experience using AI and automation tools to improve analysis, reporting efficiency and business outcomes.

It will be a bonus if you have:
- Experience using portfolio and investment research tools such as Bloomberg, eVestment or similar platforms.
- Knowledge of AI-enabled workflows and practical applications of AI to investment research, reporting and analysis.

We are a super fund with an exceptional work culture, providing a diverse offering in developing our people and you can be a part of it while earning an attractive remuneration package! Interested and suitably qualified candidates should submit a copy of their updated CV.

Please note that to be eligible for this role, you are required to have permanent Australian working rights and residency.

We are an equal opportunity employer committed to creating a workplace that values diversity, equity and respect for all individuals.

NGS Staff Benefits

Before you learn more about the job, we encourage you to familiarise yourself with our fantastic NGS Staff Advantages page (link below) to understand our offering which includes Additional Leave Entitlements, Personal & Professional Development and Health & Wellbeing Benefits.

https://ngssuper.elmotalent.com.au/careers/careers/pages/staffbenefits

📌 Investment Analyst, Equities (Sydney)
🏢 NGS Super
📍 Sydney