Associate Portfolio Manager

6 days ago


Sydney, Australia Australian Retirement Trust Full time

**Due to continued growth, we are seeking a highly motivated, experienced, and dedicated Associate Portfolio Manager with a focus on Real Estate to join our dynamic team.**

**Why join us?**
- State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude of spaces to encourage a collaborative culture, our workspaces are something we are extremely proud of.
- A mature outlook on flexible work arrangements which allows you to truly balance work and life. A #hybrid work from home approach is embedded in our ways of working.
- We have excellent career progression and development opportunities; we are committed to continuous improvement and have exciting plans for our future.
- We have an incredible company culture where wellbeing of our employees is at the forefront of everything we do.

**About the role**

Key accountabilities will include:

- Conduct timely and accurate research, analysis, and insights to shape and execute the overall strategy for the investment domain.
- Regularly provide strategic recommendations and performance updates to key stakeholders.
- Support the Head of, Senior Portfolio Manager, or Portfolio Manager with presentations.
- Establish and maintain trusted working relationships with key internal stakeholders, ensuring outcomes are aligned with our members' best financial interests.
- Negotiate agreements and foster trusted relationships with key external partners.
- Conduct industry research and maintain strong external networks for the asset domain.
- Contribute to research, analysis, insights, and reporting activities for the investment domain.
- Ensure governance and compliance obligations for the investment domain are fulfilled in a timely manner and to quality standards.
- Support the implementation of the Australian Retirement Trust risk management framework across the enterprise and externally.
- Provide leadership and mentorship to Senior Portfolio Analysts and Portfolio Analysts as required.

This role is available as a **permanent** opportunity and can be based in Sydney or Brisbane.

**About you**

If this is the right role for you, your skills and qualifications may include:

- Relevant tertiary qualifications in finance, investments, commerce or economics.
- Good understanding of the Australian superannuation industry.
- Solid experience working in the industry or for the relevant investment domain including knowledge of legislation, regulations, market trends, risk reward optimisation and emerging issues.
- Highly advanced research and analysis capability.
- Solid stakeholder management and negotiation capability.
- Well-developed written and oral communication skills, with proven ability to present at senior levels.
- Knowledge of valuation principles and practices.

**About us**

As one of Australia’s largest superannuation funds, we proudly take care of over $260 billion in retirement savings. Our teams are as diverse and unique as the members we strive to inspire and empower. Our inclusive culture means you will be valued and heard in a respectful workplace, where you can be your authentic self every day. When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2.3 million members.

**How to apply**

We are a Circle Back Initiative Employer - we commit to respond to every applicant.



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