Senior Portfolio Analyst

Are you ready to make a meaningful impact in the world of investments? Australian Retirement Trust is seeking a talented and driven Senior Portfolio Analyst – Opportunistic to join our Defensive and Liquid Assets and Portfolio Intelligence team. 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 – Opportunistic, you will play a pivotal role in supporting the management of liquid alternative exposures across basis, risk premia, and risk recycling investments. You’ll work collaboratively with your team and stakeholders to execute investment strategies that align with our members’ best financial interests. You’ll be part of a team responsible for the strategic management of defensive and liquid assets, including fixed income, balance sheet, portfolio completion, and opportunistic domains. You’ll also contribute to our data and analytics framework, supporting investment insights and decision‑making across ART portfolios. Day to day, you’ll: Conduct complex research and analysis to support the formation and implementation of opportunistic strategies. Develop and maintain key models for portfolio research and monitoring, recommending improvements. Deliver performance updates and insights, and assist in preparing clear presentation materials for stakeholders. Support due diligence on external managers, including data collection, analysis, and documentation. Build trusted relationships with internal stakeholders and foster collaboration across investment business units. Build external networks, research industry trends, and share insights with the team. Assist with governance and compliance obligations for the Opportunistic asset class. 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 have relevant tertiary qualifications in finance, investments, commerce, or economics. You bring experience in the industry or a relevant investment domain, and you’re knowledgeable about legislation, regulations, market trends, risk‑reward optimisation, and emerging issues. You possess advanced research and analysis capabilities, and you’re able to work independently. You’re passionate and eager to learn about liquid alternative investments. You have a strong understanding of derivatives. You leverage your programming skills (Python, SQL, VBA) to enhance processes and improve investment models. Desirable: You understand valuation principles and practices, especially in cross‑asset derivatives, you’re skilled in quantitative financial modelling and programming, and you think strategically and creatively. 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 COB Wednesday, 3 December 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. Be careful – don’t provide your bank or credit card details when applying for jobs. Don't transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr