Associate Portfolio Manager

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 – Opportunistic, you’ll play a key role in shaping and delivering investment strategies across liquid alternatives and opportunistic allocations.

This is a hands-on investment role focused on liquid alternatives, derivatives and global market opportunities. You’ll assess internally generated and externally sourced ideas across liquid alternative and derivative-based strategies, helping translate analysis into clear recommendations, governance materials and implementation-ready outcomes.

You’ll work with internal stakeholders and external managers, banks and solution providers, while contributing to the Defensive & Liquid Assets & Portfolio Intelligence team’s broader investment and analytics capability.

This role is a permanent opportunity and is based in Brisbane or Sydney.

Responsibilities

Day to day, you’ll:

• Develop and execute liquid alternative, derivative-based and quantitative investment opportunities.
• Undertake investment research, modelling and portfolio risk/return analysis.
• Prepare recommendations, investment materials and governance content for senior stakeholders.
• Support implementation and monitoring of derivative-based and structured strategies.
• Assess valuation, exposure, liquidity and operational considerations.
• Contribute to due diligence with external managers, banks and solution providers.
• Build trusted relationships across Investments and communicate complex analysis clearly.
• Support reporting, governance, compliance, risk management and portfolio improvement.
   

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:

• Relevant tertiary qualifications in finance, investments, commerce, economics, maths or engineering.
• Investment experience across asset management, banking, trading, risk or related markets.
• Strong analytical and modelling skills using market data, risk metrics and performance outcomes.
• Understanding of portfolio construction, liquid alternatives and risk-adjusted returns.
• Working knowledge of derivatives, structured investments or derivative-based strategies.
• Experience with quantitative strategies, liquid alternatives or implementation is highly regarded.
• Clear communicator who can turn complex analysis into practical recommendations.
• Strong attention to detail and confidence using investment systems and data tools.
   

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.

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.