Investment Analyst (Business Intelligence)

• Influence investment decisions with sharper insights
• Deliver crisp, board-ready reporting
• Advance high-impact investments end-to-end

Support impact-driven investment at scale
Talent Nation is partnering with Hand Heart Pocket, a purpose-led organisation at the forefront of responsible and impact investing to appoint an Investment Analyst (Business Intelligence).

The Role
Working closely with the Chief Investment Officer, you will contribute to the full investment lifecycle - combining data analysis, systems management and stakeholder engagement to support high-quality, values-aligned investment outcomes.
This role offers significant exposure to responsible and impact investing, and philanthropic partnerships, alongside involvement in strategic initiatives and board-level reporting.

Key Responsibilities
In addition to coordinating and supporting investment analysis, and reporting, the Investment Analyst will:

• Maintain and enhance investment systems, dashboards and data infrastructure to support performance monitoring across financial, risk and impact metrics
• Conduct investment analysis and support due diligence on prospective responsible and impact investments
• Contribute to investment reporting, proposals, and materials for the Investment Committee and Board
• Support philanthropic partnership management, including engagement and reporting
• Assist with implementation of strategic initiatives, projects and KPI reporting
• Work cross-functionally with teams across philanthropy, governance, operations and member engagement
• Track sector developments and help build relationships with key investment and philanthropic stakeholders

About You
You are a commercially-minded Analyst who combines strong data capability with an interest in purpose-driven investment. Key attributes we are seeking include:

• Experience in investment analysis, business intelligence, data systems or related roles.
• Strong analytical capability with a proven track record of delivering insights in investment or data environments.
• The ability to support decision-making through robust analysis and structured thinking.
• Experience contributing to projects and implementing initiatives.
• Excellent written and verbal communication skills, with the ability to engage a range of stakeholders.
• Strong interpersonal skills and a collaborative, team-oriented approach
• Tertiary qualifications in business, finance, data or a related discipline.

An interest in impact investing, responsible investment or philanthropy will be highly regarded.

Why you should apply
In addition to joining a collaborative, high performing, team, this role presents opportunities rarely seen at this level. This includes:

• Exposure to a sophisticated, diversified investment portfolio (~$A235M AUM) across private markets, listed, and real assets.
• Direct access to senior investment leaders and external advisors representing strong learning opportunities.
• Hands-on implementation of a modern investment platform and shaping dashboards and reporting.
• The chance to see how investments complement grant-making within a purpose-driven philanthropic organisation.
• Exposure to board and senior stakeholders, with opportunities to represent the organisation externally.

How to Apply
Apply now by submitting your current CV and cover letter (in Word format) via our online application process. For a confidential discussion or to review the position description, please contact Richard Evans on 0431 414 883 or via richard@talentnation.com.au

Talent Nation encourages applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sexes and genders. Applicants may request reasonable adjustments at any stage of the recruitment process.