Portfolio Analyst

3 days ago

Sydney, Australia Australian Retirement Trust Full time

**Take hold of a monster opportunity and join our Investments team as a Portfolio Analyst. Here's your chance to make an impact at one of Australia's largest superannuation funds.**

**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 Portfolio Analyst - Private Equity, you will work with members of the Private Corporate Assets team, other colleagues at Australian Retirement Trust and external advisors to provide advanced analytical support for the development and implementation of Australian Retirement Trust’s ongoing investment program with a focus on the Private Equity asset class.

Working for one of the largest Australian investors in private equity, you will be an important contributor to investment analysis and execution of investment opportunities in Australia and globally, developing and reviewing financial models, evaluating investment opportunities and conducting research and due diligence, as well as ongoing asset management and reporting for a range of direct co-investments and primary fund investments, as well as overall portfolio analysis.

This is a **permanent** role based in Sydney.

**About you**

You know your way around risk management. You understand financial markets and can explain complex concepts clearly. Most importantly, you're good with people - because managing risk is as much about building relationships as it is about analysing data. It's quite likely you tick some of the following boxes too:

- Tertiary qualification preferably in finance, accounting, economics, commerce, law, mathematics, engineering or a related discipline.
- 2-7 years of work experience in the investment or financial services industries, preferably in investing / corporate finance / investment banking / consulting.
- Experience in financial analysis and modelling.
- Strong interpersonal skills and effective communication and presentation skills.
- High analytical and problem-solving capability with a strong attention to detail, complemented with intellectual curiosity and a growth mindset.
- Familiarisation with the market environment.

**About us**

Our 2.3 million members trust us to take care of almost $300 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.

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.

  • Analyst, Portfolio Management

    2 weeks ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person...

  • Analyst, Portfolio Management

    6 days ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility....

  • Portfolio Value Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Suncorp Group Full time

    Join to apply for the Portfolio Value Analyst role at Suncorp Group1 day ago Be among the first 25 applicantsJoin to apply for the Portfolio Value Analyst role at Suncorp GroupSupport a significant portfolio within a leading Australian InsurerExposure to senior stakeholders, fast paced, varied, lots of autonomyInitial 12 month fixed term contract, likely to...

  • Portfolio Analyst

    2 weeks ago

    Sydney, Australia Westpac Banking Corporation Full time

    Portfolio Analyst **How will I help?** We are looking for a Portfolio Analyst to join our team. **What's in it for you?** You'll play an important and significant part in the future of a business that has been around for 200 years and be instrumental in achieving our purpose of helping Australians succeed. So, we'll back you in the development of your...

  • Digital Portfolio Analyst

    1 week ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey to lighting the way to a brighter futurea brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.- We are looking for a Digital Portfolio Analyst to work within our SME General Insurance team. Reporting to the Digital Portfolio...

  • Industrial Portfolio Analyst

    8 hours ago

    Sydney, New South Wales, Australia beBeeAnalyst Full time $70,000 - $130,000

    About the RoleThe Industrial Occupier Services team are seeking a skilled analyst to support the management of client portfolios, including analysis, strategy preparation, and transaction management.

  • Strategic Portfolio Analyst

    3 days ago

    Sydney, New South Wales, Australia beBeeCareer Full time $100,000 - $140,000

    Investment Analyst RoleOur client, a private investment and development group, is seeking an ambitious Investment Analyst to support their expanding portfolio of strategic investments with a core focus on real estate development.This rare opportunity offers exposure to funds management, infrastructure, hospitality, and private equity-style transactions –...

  • Portfolio Analyst

    1 week ago

    Sydney, Australia NSW Government -Department of Customer Service Full time

    **Portfolio Analyst** **Grade 7/8, Ongoing** **About The role** Don’t miss this opportunity to work within the Portfolio Management and Assurance team in Corporate Services ICT, working on a portfolio that includes over 200 projects valued at over $500 million. Help us transform the way NSW Government agencies interact with our customers! **Your key...

  • Portfolio Administration Analyst

    1 week ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Asset Management- PermanentOur client is a global fund manager, seeking a Portfolio Administration Analyst to join its growing Portfolio Admin team in Sydney. **Key Accountabilities and Scope**: Perform all aspects of the portfolio administration and operation process, including: - Perform daily fund NAV, cash, and position reconciliation - Work...

  • Portfolio Analyst

    2 days ago

    Sydney Inner Suburbs, Australia Suncorp Group Full time

    **Permanent role**: - **Become part of the Specialist Motor Portfolio team, with a strong collaborative and customer-focussed culture**: - **Contribute towards BAU reporting as well as ad-hoc initiatives being managed by the team**: - **Any location** A rare opportunity exists for a Portfolio Analyst to join the Speciality Portfolio team in Consumer...