Portfolio Development Specialist

3 weeks 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.

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