_{08th July, 2025}

WHAT YOU'LL BE DOING
As the Investment Analyst, you will have previous experience in asset management with an investment manager, superannuation fund, asset consultant or insurance organisation with a keen interest in investment management and operations.
  
You will:

• Create quantitative models of markets and investment managers to help inform dynamic re-balancing of the portfolio
• Contribute to idea generation to identify return opportunities and manage risk to ensure the Fund delivers on its objectives
• Monitor and evaluate the performance and risk characteristics of the total portfolio, asset classes, and managers
• Lead and support operational activities, including portfolio rebalancing, manager instructions and cash and liquidity management
• Develop and maintain processes, procedures, and investments documentation to ensure currency and fit for purpose
• Build and maintain strong relationships with the key service providers, including the Asset Consultant, Custodian, Investment Managers and Actuary
• Build an understanding of the wider organisation strategic plan and direction, and how the Investment Team contributes to the delivery of strategic priorities
• Actively represent and display the CLSL TORCH Values by ensuring all interactions uphold this standard
• Contribute to a positive, outcomes focused team culture, which is aligned to the broader organisational culture and strategic objectives
• Effectively communicate and collaborate with stakeholders on key deliverables

This is a permanent role based in Newcastle. Hybrid working conditions are offered.

WHY WORK WITH US?
As a Commonwealth Government entity that regulates portable long service leave, we are proud of the difference we make in the lives of hardworking Australians. By connecting employees in the black coal mining industry to their long service leave entitlements, we’re giving back life’s most precious gift: time. We believe in our purpose, are focused on our strategic goals, and are committed to serving our clients and strengthening industry partnerships.

What we offer: 

• We’re a dedicated team of professionals who deliver meaningful, purpose driven work in a supportive and inclusive workplace culture built on values of trust, openness, respect, care and honesty.
• Our hybrid working model (3 days in the office)
• Compressed hours (9-day fortnight) enable you to balance your career and lifestyle, giving you the time to grow, excel and do what you love.
• Located in the progressive and vibrant city of Newcastle, our contemporary workplace provides you with a space to connect and collaborate with colleagues, while also enabling you to balance work–life commitments.

We want our people to live their best lives while working with us. To find out more about our great employee benefits and what it’s like to be part of the team, reach out to our friendly talent acquisition team at careers@coallsl.com.au

WHAT YOU'LL BRING
To be successful in the role of Investment Analyst, you will have a curious nature and passion for financial markets. You enjoy being hands-on and turning data into insights - building rebalancing models, exploring scenario analysis, and monitoring cash flows and performance. Your analytical mindset and attention to detail will help shape sound investment decisions and provide valuable recommendations.
  
Your background will demonstrate your:

• Asset management experience gained with an investment manager, superannuation fund, asset consultant or insurance organisation
• Excellent financial modelling and analytical skills
• Ability to build dynamic re-balancing models, create scenario analysis, data management, assess cash flows, and performance calculations
• Experience in process documentation and working with detailed operational procedures
• Practical knowledge and involvement in portfolio management with third parties and the ability to build and maintain effective relationships
• Expertise in developing business reports, ensuring exceptional attention to detail
• Excellent communication skills, both written and verbal
• Proficiency in Microsoft software (Excel, Word, Powerpoint).
• Strong team focus with the ability to work autonomously

  
You will have a bachelor’s degree in Economics, Finance, Accounting, Commerce, Data Science, or equivalent.
  
If you meet most of the criteria above and are keen to grow in others, we would like to hear from you.
  
If this sounds like you, apply now.

HOW TO APPLY
To apply for this position, please submit your resume and a cover letter introducing yourself and telling us what attracted you to the position and what value you believe you can add to this role.
  
Applications close on Wednesday, 23 July 2025.
  
Note: Your cover letter should be no longer than 800 words.
  
Australian citizenship, residency or working rights is a prerequisite for this role.
  
Applications are open to all qualified candidates regardless of their background, identity, experiences and beliefs. Please connect with us at any time during the process for a confidential conversation regarding your application, including if you require any adjustments or considerations in order to participate fully in our recruitment process.
  
Contact us at careers@coallsl.com.au.
  
The successful applicant for this role will be required to undergo working rights checks, background checks including a police check, and other assessments as required.

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