- We're partnering with a leading Australian financial services organisation seeking an experienced Analyst - Exposure Management & Rebalancing to support a significant investment transformation initiative.
- This role will play a key part in shaping the future operating model for exposure management and portfolio rebalancing, working closely with Investment, Operations, Technology and Change teams.
- You'll be responsible for understanding existing investment processes, identifying business impacts and designing future-state operating models to support the implementation of new investment capabilities.
Key Responsibilities
- Analyse and document current-state investment processes across multiple teams and functions.
- Support the design and implementation of future-state operating models for exposure management and portfolio rebalancing.
- Identify and assess business impacts arising from changes to investment processes, systems and operating procedures.
- Develop detailed process maps, operating model documentation, impact assessments and implementation plans.
- Work closely with Investment, Operations, Technology and project stakeholders to understand requirements and identify dependencies.
- Support the development of business cases and recommendations for proposed operating model changes.
- Prepare change management plans, stakeholder communications, training materials and business readiness activities.
- Present findings, recommendations and proposed changes to senior stakeholders to support decision-making and executive approval.
About You
- Solid experience within investment management, asset management, or investment operations is essential.
- Proven experience in business analysis, investment transformation, process improvement or operating model design.
- Demonstrated ability to analyse current-state processes and develop practical future-state operating models.
- Experience conducting business impact assessments and supporting the implementation of operational change.
- Strong understanding of investment processes, workflows and the interaction between Investment, Operations and Technology teams.
- Exposure to portfolio management, exposure management, rebalancing or investment platforms would be highly regarded.
- Experience developing process maps, change communications, stakeholder presentations and training documentation.
- Confident engaging with senior stakeholders and presenting complex information clearly.
📌 Analyst - Exposure Management & Rebalancing (Sydney)
🏢 Hydrogen Group
📍 Sydney
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