Senior Portfolio Manager

Join to apply for the Senior Portfolio Manager - Planning (Sustainable Investment & Planning) role at Australian Retirement Trust

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Join to apply for the Senior Portfolio Manager - Planning (Sustainable Investment & Planning) role at Australian Retirement Trust

Sydney or Brisbane

Step into a high-impact role where you'll shape multi-year strategic business plans that support the financial futures of millions of Australians. As Senior Portfolio Manager – Planning, you'll translate complex investment initiatives into clear, actionable strategies, collaborating across business areas to deliver outcomes that matter.

Why join us?

• You'll get 14% super as standard, to help your future come alive.
• Unleash your potential and build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.
  
  

About The Role

We're all about helping our members make the most of their money. And while they go after their goals, you can too. As a Senior Portfolio Manager – Planning, you'll play a pivotal role in delivering and executing medium to long term strategic business planning activities across the Investment team, ensuring alignment with the enterprise long-term strategy.

This senior role sits within Investments - Sustainable Investment and Planning team. This role is responsible for shaping and executing the Investment strategic plans in collaboration with key leadership and internal stakeholders. You'll oversee the implementation of strategic initiatives and establish success measures to track progress and effectiveness.

You will prepare high-quality reports and presentations for internal stakeholders and leadership on the multi-year business planning strategic initiatives and progress. Your knowledge of investment industry trends and regulatory developments will help to inform the strategic planning cycle and areas of ongoing focus.

Day To Day, You'll

• Lead multi-year strategic planning for the Investment team.
• Align strategic investment plans with broader enterprise strategy through collaboration.
• Drive execution and reporting of strategic initiatives.
• Embed industry insights into planning cycles.
  
  

This role is a permanent opportunity.

Location: Sydney or Brisbane.

About You

You're a strategic thinker and a natural collaborator with a passion for investments and planning. You'll likely tick some of these boxes:

• You hold relevant tertiary qualifications in finance, investments, commerce, engineering, science, or economics.
• You bring deep experience in the Investments industry, with strong knowledge of legislation, market trends, and risk-reward optimisation.
• You've worked across international investment markets and have commercial experience reviewing legal documents.
• You demonstrate exceptional research and analytical skills, using data to drive strategic thinking.
• You've successfully led and executed multi-year business planning processes, ideally within investment or financial services.
• You know how to interpret industry trends, regulatory developments, and emerging risks, and translate them into actionable strategic insights.
• You leverage data to inform planning, performance measurement, and continuous improvement strategies.
• You've worked effectively with diverse internal stakeholders, investment teams, risk, finance, legal, operations to align business planning with enterprise objectives.
• You're highly skilled in managing relationships and negotiating with both internal and external partners.
• Your communication skills are top notch, and you're confident presenting to senior and executive audiences.
• You have a proven track record in investment management and a thorough understanding of valuation principles.
  
  

About Us

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

Apply online now

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close Sunday, 24 August 2025.

We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.Seniority level

• Seniority levelNot Applicable

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

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