Senior Portfolio Analyst

3 days ago


Sydney, New South Wales, Australia Australian Retirement Trust Full time
About the Role

We are seeking a highly skilled and experienced Senior Portfolio Analyst to join our Public Markets team at Australian Retirement Trust. As a key member of our team, you will play a critical role in building our internal research power and supporting our investment initiatives.

As a Senior Portfolio Analyst, you will be responsible for conducting in-depth company and industry research to form insightful investment views on listed companies. Your research will help shape our investment thinking and decisions, and you will work closely with internal and external stakeholders to execute strategic initiatives within the Corporate Research and Engagement Support domain.

Key responsibilities will include:

  • Developing and maintaining a deep understanding of company and industry trends, including emerging trends and key players
  • Conducting research and analysis to inform investment decisions and support our Active View capability
  • Engaging with publicly listed companies and other key stakeholders to build strong relationships and gather insights
  • Identifying and analyzing relevant corporate and market trends to shape our investment decisions

We are looking for a highly analytical and strategic thinker with excellent communication and interpersonal skills. You will have a strong understanding of the investment industry and a proven track record of delivering high-quality research and analysis. If you are a motivated and results-driven individual who is passionate about investment research and analysis, we encourage you to apply for this exciting opportunity.

About Us

Australian Retirement Trust is a leading superannuation fund with over 2.3 million members and $300 billion in retirement savings. We are committed to helping our members achieve their financial goals and face the future with confidence. Our inclusive culture values diversity, respect, and open communication, and we offer a range of benefits and opportunities for professional growth and development.

What We Offer

  • A dynamic and supportive work environment with opportunities for professional growth and development
  • A competitive salary and benefits package, including 14% superannuation as standard
  • The opportunity to work with a leading superannuation fund and make a real impact on the lives of our members
  • A flexible and remote-friendly work arrangement, with options for part-time or condensed working arrangements

We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about investment research and analysis and are looking for a challenging and rewarding role, we encourage you to apply for this exciting opportunity.



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