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.

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