Portfolio Manager

About the Role Betashares aims to become the leading customer‑focused financial services brand in Australia. To advance this objective, we continually look to enhance our Managed Funds and investment portfolio options. This role will play a pivotal part in driving the growth and management of our multi‑asset investment strategy. The Portfolio Manager Multi Asset Funds – Superannuation position supports the Head of Multi Asset Investments - Superannuation and CIO by providing input into the investment strategy, investment selection, and Strategic and Tactical Asset Allocation process. Using capital markets research, you will identify tactical asset allocation trades with the aim of generating outperformance over agreed timeframes. This includes managing the risk to ensure exposure, tracking error and liquidity is consistent with stated limits. You will also be responsible for the review and identification of investment managers and strategies. Department: Portfolio Management Employment Type: Permanent - Full Time Location: Sydney Workplace type: Onsite Role Responsibilities Responsible for the performance of all investment options against stated investment objectives. Conduct financial market and economic research to generate capital market assumptions as input for formulating Strategic and Tactical Asset Allocation. Develop and maintain research process to implement tactical asset allocation decisions. Formulate the investment strategy for each investment option. Identify investment ideas and set appropriate position sizes for the Tactical Asset Allocation to outperform Strategic Asset Allocation benchmarks over agreed timeframes. Conduct portfolio investment risk analysis, including aggregated sector, factor and geographic exposures, stress testing and scenario analysis. Monitor portfolios on an ongoing basis, ensuring compliance with stated mandates and risk limits. Manage the trade execution of approved holdings, adhering to internal compliance policies and best execution practices. Manage the liquidity to ensure all redemption and applications are funded or invested. Propose external investment managers for addition or deletion. Ensure due diligence for external manager approval is appropriately conducted. Prepare investment performance reporting against performance benchmarks, peers, rating groups, and regulatory requirements. Provide regular and ad hoc investment commentary and presentations to internal investment committees or board. Attend and present at investment committee meetings by request. Conduct due diligence of external managers giving consideration to investment styles, investment processes, correlation of returns, fee budgets and active risk/return budgets. Ensure all manager annual reviews are conducted, including regular site visits and that ongoing monitoring is in place to mitigate unanticipated negative performance. Work closely with the internal stakeholders to ensure the investment options are appropriately reflected in sales collateral. Support sales and marketing efforts including investment commentary, sales pitches, training and conference/webinar presentations on the investment process and performance. Manage relationships and conduct reviews with the Ratings Houses with the objective of achieving recommended or above ratings. Develop a culture of teamwork and collaboration. Skills & Experience Highly analytical with strong numerical calculation and reasoning skills. Strong presentation and written skills. Expert financial math, MS Excel and financial modelling skills. Advanced Bloomberg. Deep financial markets knowledge of various asset classes and their relationships. Strong knowledge of trading listed stock and derivative markets. Flexible thinking – strong adaptive decision making. Expert knowledge of the regulatory performance reporting framework and obligations. A track record and experience in managing an active asset allocation and multi‑asset class portfolios (preferably having an Australian research house ratings issued over your fund). Experience in formulation and implementation of investment strategies across risk profiles and for retirement. Experience with Strategic and Tactical Asset Allocation processes. Experience in researching and selecting active managers, including factor style identification and management. Experience in managing investment portfolio risk. Reasons To Join Us What We Offer Betashares believes our most important asset is our people and we are proud of the culture we have built – but we are always striving to be better. We want every Betashares employee to be doing their best work and developing their careers. In addition to a competitive salary, we also offer: Continuous career development and training opportunities. Access to a health and wellbeing platform with physical, mental, social and financial support programs available. Volunteering days off, so you can contribute to a cause that matters to you. Conveniently located CBD offices with fully stocked kitchens, team breakfasts and catered lunches on a regular basis. Fun and inclusive social events. Our Values As our business continues to grow, we’re committed to creating a workplace that gives us all the best opportunity to succeed, and that is enjoyable to be a part of. We prize ambition and drive, but equally we value honesty and humility. We support each other, and we respect our clients and our competitors. Innovation is in our DNA, and we are always looking for better ways to do things and are willing to take measured risks and learn from our mistakes along the way. About Betashares Betashares was founded in 2009 and launched with the vision to create intelligent and accessible investment solutions for Australian investors. Over the past decade our dedication to helping Australian investors achieve their financial goals has seen Betashares grow from ‘challenger’ to market leader, driving disruption and innovation in the exchange traded funds (ETFs) industry. Betashares offers the broadest range of exchange traded funds on the ASX and is trusted by over a million investors. As of June 2025, Betashares manages over $50 billion in assets. Betashares is continuing to grow and innovate with a strong focus on the customer, recently entering the superannuation sector and launching our retail wealth platform, Betashares Direct. We currently have offices in Sydney, Melbourne, Brisbane, Adelaide and New Zealand and a growing team of over 180 people. Visit our website, YouTube channel and social channels for expert tips and insights. Apply Now Not quite right? Register your interest to be notified of any roles that come along that meet your criteria. Register Your Interest #J-18808-Ljbffr