Senior Portfolio Analyst

Are you passionate about investment strategy and portfolio resilience? Australian Retirement Trust is seeking a Senior Portfolio Analyst to join our Portfolio Strategy and Resilience team. This is your chance to take the next bold step in your career and contribute to something truly impactful.

Stay and grow with us

• 14% superannuation (for EA team member) is standard here - because your future matters.
• We're committed to your growth, offering top-tier training and development to help you build a career you're proud of.
• Enjoy the flexibility of hybrid work, balancing time at our purpose-built hubs with working from home.
• When you're in the office, take advantage of our thoughtfully designed spaces: end-of-trip facilities, yoga and multi-faith rooms, parent and carer rooms, quiet zones, BrewHub coffee stations, and collaborative team areas.

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 Senior Portfolio Analyst - Portfolio Strategy and Resilience you'll provide complex analysis and research to support the design and integration of asset class portfolios, helping deliver cohesive, total portfolio outcomes for our members.

You'll work closely with a dynamic team to design investment strategies and decisions aligned with our members' best financial interests. Your insights will help shape and contribute to our research, identify emerging portfolio risks, and develop mitigation strategies to maintain resilient portfolios.

Day to day, you'll:

• Undertake complex research and analysis to support the shaping and implementation of portfolio strategy, delivering actionable recommendations.
• Share updates and suggestions about risks in investment options and market trends; assist in preparing materials for meetings and committee presentations.
• Validate data and methods used in risk analysis before sharing results.
• Create clear and accurate risk reports using tools and internal systems, including dashboards for investment performance.
• Analyse future scenarios that could impact investments and explore risk mitigation strategies.
• Build, maintain, and improve fit-for-purpose data, models, frameworks, and tools for portfolio management.
• Develop and deliver timely, complex reports to support negotiations and foster trust with key external partners.

This role is 12-month max-term/ secondment opportunity.

About you

It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

• You have relevant tertiary qualifications in finance, investments, economics, or a related discipline.
• You bring experience in the investment industry or a relevant domain, with strong knowledge of legislation, regulations, market trends, risk-reward optimisation, and emerging issues.
• You're highly skilled in research and analysis, and you're able to work independently to deliver valuable insights.
• Your written and oral communication skills are well-developed, allowing you to clearly share your findings and recommendations.
• You excel at stakeholder management and you're a true team player who collaborates effectively.
• You're proficient in using relevant systems and tools to support your work.
• Your attention to detail ensures accuracy and reliability in everything you do.

Apply online now

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close COB Friday, 10 October 2025.

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.

Eligibility

This role is only open to current Australian Retirement Trust employees, temps and contractors. If that's you, we'd love to hear from you.