Portfolio Analyst

3 days ago

Brisbane, 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 Growth 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 Brisbane.

**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:

- You hold a tertiary qualification, ideally in finance, accounting, economics, commerce, law, mathematics, engineering, or a related discipline, that supports your analytical mindset.
- You have 2-7 years of experience in the investment or financial services industries, and you’re confident navigating areas like investing, corporate finance, investment banking, or consulting.
- You’re skilled in financial analysis and modelling, and you know how to turn numbers into insights.
- Your interpersonal skills are strong, and you communicate and present with clarity and confidence.
- You bring high analytical and problem-solving capability, with a sharp eye for detail and a natural curiosity to keep learning and growing.
- You’re familiar with the private equity market environment and ready to deepen your expertise in this space.

**About us**

Our 2.4 million members trust us to take care of over $330 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.

  • Portfolio Analyst

    2 weeks ago

    Brisbane, Australia QIC Limited Full time

    **About the role** Are you a data-savvy problem solver with a strong analytical mindset and a passion for financial markets? The Public Markets, State Investments team is looking for a Portfolio Analyst in Brisbane to assist in delivering well-diversified and risk-controlled investment solutions to clients, with a focus on public (listed) markets research....

  • Portfolio Analyst

    3 days ago

    Brisbane, Australia QIC Limited Full time

    **The opportunity** We have a full time open term opportunity for a Portfolio Analyst to join QIC’s Liquid Markets Group in Brisbane. In this career defining role you will: - Contributing to the management of the Options Solutions, Opportunistic / Systematic Value Add, Equity and Commodity mandates - Contributing to the delivery of LMG’s research agenda...

  • Portfolio Analyst

    4 days ago

    Brisbane, Queensland, Australia QIC Full time

    Overview Join to apply for the Portfolio Analyst role at QIC. Get AI-powered advice on this job and more exclusive features. About QIC As one of Australias leading institutional investment managers with more than $100 billion in assets under management, we have a presence across four continents, seven offices and assets across global markets. ...

  • Portfolio Analyst

    4 days ago

    Brisbane, Queensland, Australia QIC Full time

    OverviewJoin to apply for the Portfolio Analyst role at QIC.Get AI-powered advice on this job and more exclusive features.About QICAs one of Australias leading institutional investment managers with more than $100 billion in assets under management, we have a presence across four continents, seven offices and assets across global markets.At QIC, we believe...

  • Senior Portfolio Analyst

    3 weeks ago

    Brisbane, Queensland, Australia Sunwater Full time

    Sunwater Brisbane City, Queensland, AustraliaJoin or sign in to find your next jobJoin to apply for the Senior Portfolio Analyst - Finance & Reporting role at SunwaterSunwater Brisbane City, Queensland, Australia1 day ago Be among the first 25 applicantsJoin to apply for the Senior Portfolio Analyst - Finance & Reporting role at SunwaterGet AI-powered advice...

  • Portfolio Analyst

    7 hours ago

    Brisbane, Australia Pinpoint Talent Full time

    6 months casual contract with an option to extend - Digital Health Space - Brisbane, Sydney or Canberra location The **Portfolio Analyst** takes responsibility for facilitating the development and ongoing management of an optimized portfolio, ensuring senior management decisions lead to the fulfilment of strategic objectives through the delivery of programs...

  • Principal Portfolio Performance Analyst

    2 days ago

    Brisbane, Australia Queensland Health Full time

    As the Principal Portfolio Performance Analyst you will be responsible for supporting the portfolio management capability of the Queensland Health Digital Portfolio. The Principal Portfolio Performance Analyst, regularly completes portfolio performance reports and analysis, identifies poor performance and recommends and implements pragmatic and actionable...

  • Portfolio Analyst

    4 weeks ago

    Brisbane, Queensland, 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...

  • Portfolio Analyst

    4 weeks ago

    Brisbane, Queensland, Australia Australian Retirement Trust Full time

    Brisbane, QLDTake 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...

  • Portfolio Analyst

    3 weeks ago

    Brisbane, Queensland, 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...