About this role
<ul> <li><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Be part of market-leading projects with global scale and complexity</span></li> <li><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Belong to a workplace that values diversity, equity and inclusion</span></li> <li><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Enjoy 18 weeks paid parental leave plus 12 months of return-to-work support (work 4, get paid 5)</span></li> </ul> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">An opportunity exists to become a key team member in a growing investment consulting team, providing independent investment advice to a range of institutional investors.</span></p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><strong>What will your typical day look like?</strong></span></p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">We undertake a broad range of investment consulting services to clients. We aim to provide independent and tailored investment insights to our clients, covering the full breadth of a typical investment process. The role includes:</span></p> <ul> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Conducting investment due diligence reviews on investment managers, asset consultants, implemented consultants (OCIOs) and other internal investment teams.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Supporting clients with the selection of investment service providers through competitive RFP exercises.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Asset allocation reviews using proprietary stochastic analysis tools. On a related note, you will part of the team responsible for setting capital market assumptions on a quarterly basis.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Independent investment performance analysis including performance attribution.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Investment governance support including helping clients to define their investment beliefs and broader investment policy and governance framework.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Investment risk management reviews and advice.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Operational due diligence reviews of investment managers and other third-party service providers. Providing clients with detailed reporting identifying operational risks and guidance on mitigating operational risks. </span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Ongoing investment market research and the drafting of regular investment market updates.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Provide training and support to junior team members on due diligence methodologies and best practices.</span></li> </ul> <p> </p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><strong>About the team</strong></span></p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Deloitte’s Investment & Superannuation Advisory team is part of the Strategy, Risk & Transactions business in Australia. The team is recognised for providing a full range of advisory services to superannuation funds and other institutional investors. The investment offering includes investment consulting, operational due diligence, operating model design and investment technology advice and implementation services.</span></p> <p> </p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><strong>Enough about us, let’s talk about you. </strong></span></p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">You may have all or some of the following skills / experiences:</span></p> <ul> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">3 - 5 years’ experience in investment consulting, wealth advisory or investment management performing similar tasks.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Strong analytical abilities to scrutinise investment opportunities, teams and strategies.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Excellent written and verbal communication skills for effective report writing and stakeholder interactions.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">An interest in investment markets and the macroeconomic environment.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Ability to work effectively within a team environment and to lead, inspire and mentor junior team members.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Strong time management skills enabling prioritisation of work without supervision.</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">CFA or equivalent qualification (part-qualified).</span></li> <li style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt">Experience working stochastic asset allocation models and economic scenario generators would be well regarded.</span></li> </ul> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><strong> </strong></span></p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><strong>Why Deloitte? </strong><span> </span><span> </span></span></p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span><strong>At Deloitte, we focus our energy on interesting and impactful work. </strong></span><span>We’re always learning, innovating and setting the standard; making a positive difference to our clients and our society. We put coaching at the heart of what we do, helping our people grow their careers in any direction – whether it be up, moving into something new, or even moving across the world. </span><span> </span></span></p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"> <span>We embrace diversity, equity and inclusion.</span><span> </span><span>We have a diverse collection of people from different</span><span> </span><span>backgrounds, with different experiences, gender identities, abilities</span><span> </span><span>and</span><span> </span><span>thinking styles. What binds us together is a shared commitment to</span><span> </span><span>value</span><span> </span><span>everyone’s</span><span> </span><span>perspective</span><span> </span><span>and to cultivate inclusion; so that our work environment is a safe space we can all belong.</span><span> </span><span> </span><span> </span></span></p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><strong>We value in-person connection with our clients and our colleagues.</strong><span> We offer several ways for you to work flexibly so that you can serve your clients, stay connected with your team, and manage your personal priorities.</span><span> </span></span></p> <p> </p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span><strong>We help you live and work well.</strong></span><span> To support your personal and professional life, we offer a range of </span><a href="https://www2.deloitte.com/au/en/pages/careers/articles/benefits-discounts.html" target="_blank" rel="noopener"><span>perks and benefits</span></a><span>, including retail discounts, wellbeing</span><span> </span><span>leave, paid volunteering days, twelve</span><span> </span><span>flexible working options, market-leading parental leave and return to work support package.</span><span> </span><span> </span><span> </span></span></p> <p> </p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"> <span>Next Steps </span><span> </span><span> </span></span></p> <p><span style="font-family:tahoma, arial, helvetica, sans-serif;font-size:10.0pt"><span>Sound like the sort of role for you? Apply now, we’d love to hear from you! </span><span> </span></span></p> <p> </p>