First Sentier Group
Investment Monitoring Analyst
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About the Role
The Investment Monitoring Analyst is responsible for supporting the ongoing oversight, analysis, and monitoring of investment portfolios and underlying investment managers. The role provides critical insight into compliance with investment guidelines, risk exposures, and market developments, helping ensure portfolios remain aligned with client objectives and investment mandates.
Working closely with Portfolio Managers, Investment Teams, Risk, Compliance, and Operations, the Investment Monitoring Analyst will produce detailed investment analysis, identify emerging risks and opportunities, and support regular reporting to internal stakeholders and clients.
About You
Your Experience
- Experience within investment management, asset management, wealth management, pensions, or financial services (essential)
- Strong understanding of investment markets and financial instruments (essential)
- Progress towards or completion of CFA, CAIA, IMC, or equivalent qualification (desirable)
- Experience with Bloomberg, FactSet, Morningstar, Aladdin, Charles River, or similar investment systems (desirable)
- Knowledge of performance attribution methodologies (desirable)
- Understanding of UCITS, AIFMD, FCA, or institutional investment governance frameworks (desirable)
Your Skills
- Advanced Excel skills, including pivot tables, lookups, and financial modelling.
- Strong analytical and problem-solving capability.
- Excellent attention to detail and data accuracy.
- Ability to communicate investment concepts clearly to different audiences.
Your Day-to-Day
Investment Monitoring & Analysis
- Monitor investment portfolios against benchmarks, targets, and investment objectives.
- Monitor portfolio exposures across asset classes, sectors, geographies, and currencies.
- Identify trends, anomalies, and potential issues requiring escalation.
- Conduct quantitative and qualitative analysis on investment holdings and strategies.
Portfolio Oversight
- Support regular portfolio and fund review meetings.
- Review portfolio compliance with investment guidelines and mandates.
- Ensure investment activity is accurately reflected in reporting systems.
- Assist with onboarding new investments and fund launches.
Reporting
- Prepare periodic investment reports for internal stakeholders, investment committees, and clients.
- Produce management information (MI) and key performance indicators.
- Prepare commentary on investment breaches, market developments, and portfolio positioning.
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Risk Monitoring
- Monitor investment risk metrics including concentration risk, tracking error, and liquidity risk.
- Escalate breaches, exceptions, or emerging investment concerns.
- Support regulatory and governance reporting requirements.
Stakeholder Management
- Build strong relationships with Portfolio Managers, Risk, Compliance, Finance, and Operations teams.
- Respond to ad hoc investment queries from internal stakeholders.
- Support due diligence exercises and manager reviews.
- Contribute to investment committee papers and presentations.
Data & Systems
- Maintain investment monitoring databases and reporting tools.
- Validate investment data from custodians, administrators, and market data providers.
- Assist in enhancing reporting processes and automation initiatives.
- Contribute to continuous improvement projects within the investment function.
About Us
Powering Possibilities
At First Sentier Group, we believe it is our responsibility to help clients achieve the financial freedom they desire, unlocking a world of possibilities.
We support our distinct affiliate investment teams to deliver meaningful investment outcomes. By combining their specialist investment knowledge with our global support, we create an innovative and agile operating model designed to effectively respond to our clients' needs.
We pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients' goals and enhancing their possibilities for the future, while continually striving for better.
Better strategies. Better service. Better possibilities
Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable, and scalable business. We are committed to investing in our people to ensure we attract, develop, and retain the talent to deliver these outcomes, guided by our vision, purpose, and values.
- Care: we care about our clients, society, and each other.
- Collaboration: we collaborate to deliver the best solutions.
- Openness: we are open with each other, and to different ways of thinking.
- Dedication: we are dedicated to being experts in our respective fields.
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Why Work With Us
Our Industry-Leading Benefits
Working at First Sentier Group gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:
- Flexible working and a gender-neutral parental leave programme that provides 26 weeks’ paid leave in every region
- Global collaboration, international mobility, and the opportunity to build your career in different markets
- Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
- Access to learning and development opportunities including in-house training and external programs
Corporate Sustainability
We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social, and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients’ capital in; and by doing so, reinforcing our position as responsible investors. Find out more at this page: Corporate Sustainability
Our Commitment to Diversity, Equity & Inclusion (DE&I)
At First Sentier Group, we value the different experience, ideas, and perspectives that our people bring to their work, and we are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people, our clients, and communities.
We are proud to be recognised as an employer of choice for women by WORK180; certified in the Australian Workplace Equality Index; part of the UK Government Disability Confident Scheme, and B Corp Certified.
We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.
Adjustments
If you require any adjustments throughout the recruitment process, please let us know so we can support you.
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