Portfolio Development Specialist

6 days ago


Sydney, New South Wales, Australia Rest Full time
Job Title: Portfolio Development Specialist

At Rest, we're seeking a talented Portfolio Development Specialist to join our Investment Strategy and Asset Allocation Team.

**Key Responsibilities:**
• Manage Rest's multi-sector options to ensure successful outcomes against portfolio objectives and provide recommendations on portfolio design.
• Develop and apply an oversight framework across asset class strategies to improve understanding of positioning and portfolio outcomes, supporting credible and effective challenge to each strategy.
• Develop and utilize a toolkit of monitoring tools across all multi-sector options, including internal and external systems.

**Qualifications:**
• Degree in Finance / Economics or Actuarial studies or equivalent and proven experience.
• CFA, CAIA or similar industry qualifications highly desirable.

**Required Experience, Understanding or Credentials:**
• Significant demonstrable experience working in investment management, financial services or the superannuation industry.
• Strong fundamental knowledge of global investment markets and asset classes with application to portfolio construction.
• Experience in investing for a multi-asset portfolio.
• Proficiency with financial software and tools – Bloomberg, Factset, Python or similar.
• Knowledge of coding, e.g. Python, R, well regarded though not essential.

**Additional Information:**
Our benefits have been designed so you can tailor your experience with us and include personal and professional development opportunities, hybrid working, purchase leave scheme and gender neutral 16 weeks paid parental leave, super contribution continuation for 12 months of parental leave, linkedin learning, income protection insurance, rest excellence awards (peer recognition awards based on Rest's values and behaviours), and rest stops - meeting free breaks.

Join us at Rest to make a difference for our members and be part of a leading superannuation fund with a culture that values diversity, equity, and inclusion, where people feel welcome, safe to be themselves and inspired to do their best.

  • Sydney, New South Wales, Australia BOQ Specialist Full time

    About the RoleA Sydney based opportunity has become available with BOQ Specialist for an experienced Relationship Executive. The role of a Relationship Executive is to originate, retain and manage a portfolio of clients. You will be responsible for a diversified portfolio, with the support of a dedicated analyst.Key Responsibilities Promote our commercial...


  • Sydney, New South Wales, Australia Suncorp Group Full time

    Job Title: Profin Portfolio SpecialistJoin Suncorp Group as a Profin Portfolio Specialist and contribute to the growth and success of our business.About the RoleWe are seeking a highly skilled and experienced Profin Portfolio Specialist to join our team. As a key member of our portfolio and product team, you will be responsible for working with colleagues...


  • Sydney, New South Wales, Australia Zurich Insurance Company Full time

    Join Our Team as a Technical SME Portfolio SpecialistZurich Insurance Company is on a mission to create a brighter future for our customers, employees, and the planet. We're seeking a talented Technical SME Portfolio Specialist to join our team and contribute to our success.About the RoleWe're looking for a skilled professional to work within our SME General...


  • Sydney, New South Wales, Australia Suncorp Group Full time

    Job Title: Profin Portfolio SpecialistJoin Suncorp Group as a Profin Portfolio Specialist and contribute to the growth and success of our business.About the RoleWe are seeking a highly skilled and experienced Profin Portfolio Specialist to join our team. As a key member of our portfolio and product team, you will be responsible for working with colleagues...


  • Sydney, New South Wales, Australia Ensure Recruitment Full time

    Job Title: Claims Portfolio SpecialistWe are seeking a skilled Claims Portfolio Specialist to join our team at Ensure Recruitment. As a Claims Portfolio Specialist, you will be responsible for managing an end-to-end portfolio of income protection and/or TPD claims.Key Responsibilities:Review and assess all documentation, including medical...


  • Sydney, New South Wales, Australia Zurich Insurance Company Full time

    A Brighter Future Awaits...Zurich Insurance Company is on a mission to create a brighter future for our customers, employees, and the planet. We're seeking a talented Technical Portfolio Specialist to join our SME General Insurance team.As a Technical Portfolio Specialist, you will play a critical role in identifying opportunities to drive growth and...


  • Sydney, New South Wales, Australia Beaumont People Full time

    We are seeking a dedicated Marketing Portfolio Specialist to join our team at Beaumont People. The ideal candidate will have experience in Digital and Direct Marketing, Marketing and Communications, Social media and Brand management, and PR and Content specialists.The successful candidate will be responsible for:Developing and implementing digital marketing...


  • Sydney, New South Wales, Australia Zurich Insurance Company Full time

    A Brighter Future Awaits...Zurich Insurance Company is on a mission to create a brighter future for our customers, employees, and the planet. We're seeking a talented Technical Portfolio Specialist to join our SME General Insurance team.As a Technical Portfolio Specialist, you will play a critical role in identifying opportunities to drive growth and...


  • Sydney, New South Wales, Australia Zurich Insurance Company Full time

    A Brighter Future for Our CustomersZurich is committed to delivering exceptional customer experiences and driving growth in our SME General Insurance team. We're seeking a Technical Portfolio Specialist to join our team and contribute to our mission.About the RoleAs a Technical Portfolio Specialist, you will be responsible for identifying opportunities to...


  • Sydney, New South Wales, Australia Zurich Insurance Company Full time

    A Brighter Future AwaitsZurich is on a journey to create a brighter future for our customers, employees, and the planet. We're seeking a Technical Portfolio Specialist to join our SME General Insurance team.As a key member of our team, you will identify opportunities to drive growth and performance within our SME portfolio. You will work closely with our...


  • Sydney, New South Wales, Australia Zurich Insurance Company Full time

    A Brighter Future AwaitsZurich is on a journey to create a brighter future for our customers, employees, and the planet. We're seeking a Technical Portfolio Specialist to join our SME General Insurance team.As a key member of our team, you will identify opportunities to drive growth and manage performance within the SME portfolio. You will work closely with...


  • Sydney, New South Wales, Australia Aon Full time

    Role OverviewWe are seeking a motivated Insurance Portfolio Specialist to join our Private Clients Team based in Sydney.The Insurance Portfolio Specialist is responsible for service delivery for a key portfolio of Private Clients specialising in High Net Worth Personal Insurances. Ideally you will have both Personal & Commercial Lines experience. This role...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    At Anton Murray Consulting, we are seeking a skilled Portfolio Operations Specialist to join our team in Sydney.The successful candidate will be responsible for performing all aspects of portfolio administration and operations, including daily fund NAV, cash, and position reconciliation, as well as investigating and solving breaks with internal teams.Key...

  • Insurance Broker

    3 weeks ago


    Sydney, New South Wales, Australia JL Exec Full time

    Job Title: Insurance Broker - Commercial Portfolio SpecialistWe are seeking an experienced Insurance Broker to join our team as a Commercial Portfolio Specialist. As a key member of our team, you will be responsible for managing a diverse portfolio of commercial clients, providing expert advice and guidance to ensure their insurance needs are met.Your key...


  • Sydney, New South Wales, Australia Woolworths Group Full time

    About the RoleWe are seeking a highly skilled Portfolio Management Specialist to join our team at Woolworths Group. As a key member of our Business Operations team, you will be responsible for overseeing the execution of our Business Unit programs and initiatives, ensuring they align with our strategic objectives.Key ResponsibilitiesManage the portfolio of...

  • Portfolio Manager

    4 weeks ago


    Sydney, New South Wales, Australia Suncorp Group Full time

    Job Title: Portfolio AdvisorAt Suncorp Group, we are seeking a skilled Portfolio Advisor to join our team. As a Portfolio Advisor, you will play a critical role in supporting the Senior Program Delivery Specialist across both Short & Long Tail (Tailored Lines) Portfolios.Key Responsibilities:Provide support to the Short & Long Tail Portfolio Teams to meet...

  • Portfolio Manager

    4 weeks ago


    Sydney, New South Wales, Australia Suncorp Group Full time

    Job Title: Portfolio AdvisorAt Suncorp Group, we are seeking a skilled Portfolio Advisor to join our team. As a Portfolio Advisor, you will play a critical role in supporting the Senior Program Delivery Specialist across both Short & Long Tail (Tailored Lines) Portfolios.Key Responsibilities:Provide support to the Short & Long Tail Portfolio Teams to meet...

  • Relationship Manager

    4 weeks ago


    Sydney, New South Wales, Australia BOQ Specialist Full time

    About the RoleWe are seeking an experienced Relationship Executive to join our Commercial team at BOQ Specialist in Sydney. As a Relationship Executive, you will be responsible for originating, retaining, and managing a portfolio of clients.You will work closely with a dedicated analyst to manage a diversified portfolio and be responsible for:Promoting our...


  • Sydney, New South Wales, Australia Novartis Full time

    About the RoleWe are seeking a highly skilled Portfolio Account Specialist to join our Immunology team in South Australia. As a key member of our team, you will be responsible for strategically managing an Immunology portfolio on a part-time basis (3 days per week).Your primary focus will be on developing partnerships with stakeholders in the healthcare...

  • Portfolio Manager

    3 weeks ago


    Sydney, New South Wales, Australia Suncorp Group Full time

    Job DescriptionWe are seeking a highly skilled Portfolio Manager to join our team at Suncorp Group. As a Portfolio Manager, you will be responsible for coordinating key programs of work for our Short and Long Tail Portfolio teams.Key ResponsibilitiesProvide support to the Short & Long Tail Portfolio Teams to meet risk and regulatory obligations.Support the...