Associate Portfolio Manager - Sustainable Investment Public Markets
- Contribute to sustainable investment strategies across public markets.
- Undertake complex research and analysis to support investment decisions.
- Build trusted relationships and support the selection of investment managers.
Job Description
We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As an Associate Portfolio Manager - Sustainable Investment Public Markets, you’ll contribute to the development and delivery of sustainable investment strategies across listed equities, fixed income and exposure management.
Working with investment specialists and stakeholders across the organisation, you’ll undertake complex research and analysis, provide strategic recommendations and help embed financially material sustainability considerations into investment decisions, manager practices and portfolio design.
You’ll have the opportunity to build trusted relationships, share meaningful insights and support the selection, appointment and ongoing monitoring of external and internal investment managers. Your contribution will help us build resilient portfolios that support the best financial interests of our members.
This role is a permanent opportunity and is based in Brisbane or Sydney.
Responsibilities
Day to day, you'll:
- Contribute to the development and execution of sustainable investment integration across public markets.
- Support the selection, appointment and ongoing monitoring of external investment managers.
- Monitor and report on the progress and effectiveness of sustainable investment integration strategies.
- Analyse external fund managers’ integration and stewardship activities, sharing meaningful insights with the team.
- Engage with external investment managers to support alignment with ART’s sustainable investment approaches.
- Deliver timely research, complex analysis and recommendations that support investment strategy and decision-making.
- Prepare performance updates, reports and presentation materials for stakeholders at all levels.
- Build trusted relationships across the Investments business and support effective collaboration between teams.
- Support negotiations with external partners to achieve outcomes aligned with members’ best financial interests.
- Develop external networks and monitor industry developments, emerging issues and investment opportunities.
- Help the team meet its governance, compliance and risk management obligations.
- Lead or contribute to strategic initiatives, delivering high-quality outcomes within agreed timeframes.
Qualifications
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 relevant tertiary qualifications, ideally in finance, investments, commerce, economics, engineering or science.
- Your experience includes working within investments, financial services or another relevant investment domain.
- You’ll bring highly developed research and analytical capabilities, with the ability to turn complex information into practical insights.
- You’re familiar with relevant legislation, regulation, market trends, emerging issues and risk-reward considerations.
- You have strong stakeholder management and negotiation skills and enjoy working collaboratively.
- Your written and verbal communication skills enable you to present complex ideas clearly, including to senior stakeholders.
- You’ll be comfortable balancing competing priorities in a fast-paced and evolving environment.
- You’re confident using relevant investment systems and bring careful attention to detail.
- You may have experience in sustainable investment, international investment markets or financial modelling.
- Your knowledge may include valuation principles, legal document review or investment agreement considerations.
- You’ll bring strategic and creative thinking, with the confidence to identify opportunities and recommend solutions.
- You’re able to support, supervise or mentor junior team members when required.
About Us
Our 2.4 million members trust us to take care of around $375 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.
Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now.
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.
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