At a Glance
- Tasks: Support investment analysis, automate processes, and assist with portfolio management.
- Company: Join a close-knit team in the heart of Sydney CBD.
- Benefits: Gain hands-on experience, flexible hours, and potential for career growth.
- Other info: Paid internship with opportunities for full-time or part-time work.
- Why this job: Make an impact in finance while learning from industry experts.
- Qualifications: Final year student in relevant fields with Excel VBA skills.
The predicted salary is between 28.8 - 35.2 $ per hour.
We’re a close-knit team based in Sydney CBD, with a focus on implementing derivative-based overlays and investment strategies for superannuation funds, ETF providers, managed funds and managed accounts. As well as providing consulting and financial risk management to insurers, and supporting the design of retirement income products and strategies.
Your Role / What You’ll Do
As an Intern, you will support our team in analysing investment ideas, process automation, day-to-day operations, data cleansing, validation, and analysis. You will work closely with our portfolio managers and consultants to gain hands‑on experience and contribute to the success of our team.
Roles and responsibilities:
- Conduct and support analysis on investment ideas, both from a derivatives hedging overlays and asset allocation perspective.
- Assist with day-to-day portfolio management operational tasks to ensure smooth team functioning.
- Perform data cleansing activities on in-house data, ensuring accuracy and completeness.
- Assist in the development and maintenance of databases used by the portfolio management team.
- Assist in the automation of processes used by the portfolio management and actuarial team.
- Assist in analysing data and produce modelling outcomes using Milliman’s in-house tools and resources.
- Complete ad-hoc projects as assigned by the portfolio management and actuarial team.
Your Qualifications Requirement for Ideal Candidates:
- Currently enrolled and in the final year of a Bachelor’s or Master’s program in actuarial, financial mathematics, statistics, engineering, or a related field.
- Proficiency in Excel VBA. Knowledge of SQL, R, Python and other programming languages is a plus.
- Self‑motivated individual with a sense of intellectual curiosity and results‑oriented work ethic.
- Ability to analyse and apply creative problem solving both independently and within a team.
- Excellent project management skills, including communication and time management skills.
- Sharp critical thinking skills, sound judgment and decision making ability, and both the ability and willingness to clearly articulate your ideas.
- An inherent sense of the value of collaboration.
Sponsorship: Only Australian Citizens or Permanent Residents will be considered for this role.
The paid internship is available on a full-time or part-time temporary basis, working 3-5 days a week and over holidays. Early start available for the right candidate.
Investment Analyst Intern in Sydney employer: Milliman, Inc.
Milliman offers a dynamic and supportive work environment in the heart of Sydney CBD, where interns can gain invaluable hands-on experience in investment analysis and portfolio management. With a strong emphasis on collaboration and professional growth, employees benefit from mentorship opportunities, a commitment to diversity, and the chance to contribute to meaningful financial strategies that impact superannuation funds and insurers. Join us for a rewarding internship that not only enhances your skills but also fosters a culture of innovation and teamwork.
