(27/10/2025) Senior Portfolio Analyst

Are you ready to take on a monster of an opportunity in investment strategy and portfolio analysis? We're seeking a talented Senior Portfolio Analyst to join our Defensive and Liquid Assets and Portfolio Intelligence team. In this role, you’ll play a key part in shaping and executing our externally managed fixed income investment strategy, making a real impact for our members.

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 Analyst – Fixed Income External, you’ll play a pivotal role in delivering Australian Retirement Trust’s externally managed fixed income investment strategy. You’ll collaborate with internal and external stakeholders, drive investment decisions through complex analysis and research, and help ensure our portfolios are managed in the best interests of our members. This is a fantastic opportunity to make a meaningful impact while working alongside a high-performing team in a dynamic, fast-paced environment.

Day to day, you'll:

- Deliver timely, in-depth research and complex analysis to support the strategy for Fixed Income External, providing actionable insights and recommendations.

- Support due diligence on external managers, including data collection, analysis, and documentation.

- Assess key credit exposures across defensive and liquid asset portfolios and help develop tools for monitoring credit risk.

- Monitor external manager performance, risk exposures, and mandate compliance.

- Prepare meeting materials and assist in drafting investment recommendations, policy documents, and other materials.

- Build trusted relationships with internal stakeholders and foster collaboration across investment teams.

- Develop strong external networks and research industry developments to identify new opportunities.

- Collaborate to fulfil governance and compliance obligations and support the risk management framework.

This role is a permanent opportunity.

📍Location: Sydney, Brisbane or Melbourne.

About you

It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

- You’re equipped with a tertiary qualification in finance, investments, economics, or engineering.

- You have hands-on experience in the investment industry or a related domain, and you keep up with legislation, regulations, market trends, and risk-reward optimisation.

- Your research and analytical skills are highly advanced. You love diving deep into complex data and uncovering actionable insights.

- You're experienced in fundamental credit analysis and modelling

- You’re a natural relationship builder, able to manage stakeholders and collaborate across teams with ease.

- Your written and verbal communication skills are well developed, helping you explain complex ideas clearly and confidently.

- You excel at managing competing priorities in a fast-paced environment.

- You’re proficient in relevant systems and tools, and your meticulous attention to detail ensures nothing slips through the cracks.

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 COB Friday, 7 November 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.

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