Portfolio Manager

3 days ago

Melbourne, Victoria, Australia HESTA Full time
Overview

In this newly created role of Portfolio Manager – Portfolio Strategy, you\'ll have the opportunity to positively impact member outcomes while working with a leading investment team at HESTA.


Responsibilities
  • Lead the development of tailored investment solutions for accumulation and retirement products, and establish and maintain strategic and medium-term asset allocation frameworks.
  • Oversee portfolio risk management and performance analysis.
  • Collaborate with cross-functional teams to implement investment strategies.
  • Provide leadership and mentorship to investment analysts within your team.
  • Lead strategic and medium-term asset allocation analysis and ensure regulatory compliance (including RIC, APRA, ASIC, SIS Act, and YFYS requirements).
  • Collaborate with Research teams to refine allocation methodologies in response to market conditions, economic cycles, and member demographics, with a focus on long-term member outcomes.

Qualifications
  • Proven experience in strategic asset allocation and portfolio management.
  • Strong background in statistical/econometric modelling and quantitative analysis.
  • Deep understanding of portfolio construction and risk modelling.
  • Experience in people leadership and team development.
  • Knowledge of the Australian superannuation system and regulatory requirements (essential).
  • Track record of managing multiple stakeholders and complex projects.
  • Advanced portfolio optimisation and risk modelling capabilities, strong analytical and problem-solving abilities, and excellent communication and stakeholder management skills.
  • Strategic thinking and decision-making with proven leadership and team management experience.

About HESTA

More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.


HESTA is an inspiring and rewarding place to work, focused on living and creating a strong organisational culture. We are dedicated to the people who keep our communities going and serve members in health, education, and community services.


Bring your authentic and passionate self to this exceptional role.


Benefits
  • Leave: up to 6 extra days of leave at year end, up to 6 days paid volunteer leave, 20 weeks gender neutral parental leave, gender affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave, plus more.
  • Professional development: up to $5k per year, up to 8 days PD leave, HESTA scholarships, free access to premium learning tools.
  • Health and wellbeing: free annual flu shots and skin checks, social events, 24/7 employee assistance program.
  • Financial wellbeing: up to 15% super, financial planning support, year-end payment for Enterprise Agreement-covered employees, incentivised Employee Referral Program, and novated lease options.

We celebrate, value, and include people of all backgrounds. We welcome applications from First Nations people, diverse genders, cultures, and abilities. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity. If you require reasonable adjustments during your application or recruitment process, please contact careers@hesta.com.au.


Please note: Applications via recruitment agencies will not be accepted for this position.


Seniority level
  • Mid-Senior level

Employment type
  • Full-time

Job function
  • Finance, Research, and Analyst

Industries
  • Financial Services, Capital Markets, and Pension Funds
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