Senior Portfolio Analyst

Are you passionate about investment strategy, portfolio analysis, and making a real impact for members? We're seeking a talented Senior Portfolio Analyst to join our Portfolio Completion team. If you're ready to tackle a monster of an opportunity - shaping and implementing strategies across Growth, Mid-Risk, and Defensive assets - this role is for you.

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 Senior Portfolio Analyst – Portfolio Completion, you'll play a hands-on role in ensuring our investment strategies are executed efficiently and aligned with our members' best interests. You'll collaborate with experts across the business, contribute to innovative solutions, and see the real-world impact of your work.

Day to day, you'll:

• Provide complex analysis and research to support the management of completion strategies, ensuring portfolio exposures align with investment intent.
• Contribute to the implementation of efficient asset class exposures using derivatives, physical, and overlay strategies to manage market access, hedge risk, and support liquidity.
• Collaborate with team members and stakeholders to execute investment strategies in the best financial interests of our members.
• Deliver performance updates and insights to stakeholders, and help craft clear, concise presentation materials for decision-making.
• Build trusted relationships across the Investments business and with external networks, sharing industry insights and trends.
• Support the team in delivering completion portfolios across Growth, Mid Risk and Defensive allocations, with a particular focus on Defensive assets.

This role is a permanent opportunity.

Location: Sydney or Brisbane.

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 hold a relevant tertiary qualification in finance, investments, economics or a related field, giving you a strong foundation for complex portfolio analysis.
• You bring hands-on experience in the investment industry or a related domain, with a curiosity to deepen your expertise in Fixed Income.
• You have an understanding of investment principles, instruments and valuations, particularly for Fixed Income and Equities.
• You thrive on advanced research and quantitative analysis, and you're comfortable working independently to deliver high-quality insights.
• You have experience or interest in coding languages, such as Python.
• Your communication skills are well developed, allowing you to clearly explain complex concepts to a range of stakeholders.
• You're a natural collaborator, building strong relationships and contributing positively as a valued team player.
• You're proficient with relevant systems and tools, and your meticulous attention to detail ensures nothing slips through the cracks.

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.

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 Sunday, 2 November 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.