Investment Analyst

Investment Analyst (Business Intelligence)

Brisbane | Full-time

Talent Nation is partnering with Hand Heart Pocket to appoint an analyst who can turn investment data into decision-ready insights across performance, risk and impact. You’ll work at the centre of the investment function, supporting governance, portfolio monitoring and impact measurement across a sophisticated, purpose-led portfolio.

The opportunity

This is a rare role that combines investment analysis with business intelligence. You’ll help strengthen data foundations, uplift dashboards and reporting, and contribute to board and Investment Committee materials—while gaining exposure to responsible/impact investing and philanthropic partnerships.

What you’ll do

• Own investment BI, dashboards and data quality for portfolio monitoring
• Deliver clear performance, risk and impact reporting for senior stakeholders
• Prepare crisp papers and packs for the Investment Committee and Board
• Support investment analysis and due diligence on responsible/impact opportunities
• Partner cross-functionally across philanthropy, governance and operations
• Contribute to projects that modernise the investment platform and reporting approach

What you’ll bring

• Strong analytical/BI capability and confidence working with investment (or adjacent) data
• Clear written communication—able to turn complexity into board-ready narratives
• Structured thinking, attention to detail and a bias to action
• Stakeholder skills to work across investment, philanthropy and operations
• Interest in responsible investment, impact investing or philanthropy (highly regarded)

Why join Hand Heart Pocket

• Purpose-led organisation where investing and impact measurement matter
• Direct exposure to senior investment leaders, advisors, and board processes
• Hands-on work improving a modern investment platform and dashboards
• A role with breadth: portfolio insights, governance support and philanthropic partnerships

How to apply

Submit your CV (Word) via the online application process. For a confidential discussion, contact Richard Evans (Talent Nation) on 0431 414 883 or ***email_hidden***.

Talent Nation encourages applications from Aboriginal and Torres Strait Islander people and people of all cultures, abilities, sexes and genders. Adjustments available on request.