Analyst - Exposure Management & Rebalancing

Analyst – Exposure Management & Rebalancing

Location: Sydney (Hybrid)

Employment Type: 6 month day rate contract

The Opportunity

• 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

• Strong 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.

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