Portfolio Manager, Multi-Sector

1 month ago

Melbourne, Australia Rest Full time

Company Description

Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders

Closing date: Wednesday 20th November 2024.

Please note Rest does not accept speculative resumes from recruitment agencies 

Rest will review applications prior to the closing date and may close the role earlier 

Job Description

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds.

We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

Reporting to the Head of Research and Portfolio Construction, this role is responsible for the oversight and portfolio design of Rest’s Structured Options to ensure the achievement of Member objectives.

The role will also be responsible for contributing to asset allocation design enhancements and investment option differentiation, the oversight of asset class strategies and the integration of ESG considerations across portfolios.

Key Accountabilities/Responsibilities

  • Manage Rest’s multi sector options ensuring successful outcomes against portfolio objectives and providing recommendations on portfolio design Develop and apply an oversight framework across asset class strategies to improve understanding of positioning and portfolio outcomes, supporting credible and effective challenge to each strategy
  • Develop and utilise a toolkit of monitoring tools across all multi-sector options, including internal and external systems
  • Contribute to the development of frameworks and analysis for the top-down integration and implementation of ESG considerations across portfolios
  • Research new asset classes and investment strategies to contribute to portfolio construction across Structured Options meeting the differentiated requirements of member cohorts.
  • Contribute to the recommendation of strategic asset allocation across Structured Options, including working with internal stakeholders to develop fee, active risk and liquidity budgets across options.
  • Contribute to the enhancement of good governance and common methodologies in portfolio construction across all Options
  • Prepare investment papers including portfolio updates and outlooks for a range of internal stakeholders and committees
  • Contribute to the Investment Strategy and Asset Allocation Team’s thought leadership on portfolio design enhancements 

Qualifications

  • Degree in Finance / Economics or Actuarial studies or equivalent and proven experience
  • CFA, CAIA or similar industry qualifications highly desirable

Required experience, understanding or credentials including:

  • Significant demonstrable experience working in investment management, financial services or the superannuation industry
  • Strong fundamental knowledge of global investment markets and asset classes with application to portfolio construction
  • Experience in investing for a multi-asset portfolio 
  • Proficiency with financial software and tools – Bloomberg, Factset, Python or similar
  • Knowledge of coding, e.g. Python, R, well regarded though not essential
  • Able to clearly communicate and form conclusions on portfolio positioning and risk

Additional Information

Our benefits have been designed so you can tailor your experience with us and include:

  • Personal and professional development opportunities 
  • Hybrid working 
  • Purchase leave scheme and gender neutral 16 weeks paid parental leave 
  • Super Contribution Continuation for 12 Months of parental leave 
  • Linkedin Learning 
  • Income Protection Insurance 
  • Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) 
  • Rest Stops - meeting free breaks 

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

Please note only people with the right to work in Australia will be considered.

*Funds under management as at 30 June 2024. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.

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