Australian Ethical Investment

Senior Portfolio Manager

Australian Ethical Investment

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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Job Level

Senior

About the role

  • Confidently develop and implement strategies to improve the returns and risk management of the multi asset funds, to improve client returns and researcher ratings
  • Provide investment recommendations, ensuring they’re effectively implemented and assist in oversight of the multi-asset team
  • Comfortable presenting to investment committees and clients to gain support for our multi-asset portfolios and the broader investment capabilities of Australian ethical
  • Drive the active asset allocation process, including implementation and with a focus on process enhancement to generate performance and improve client outcomes
  • Work collaboratively with the Head of Multi-Asset to implement the investment philosophy and approach in building investment capabilities
  • Work collaboratively with AE investment teams to manage portfolios with a focus on commercial outcomes
  • Work with the Investment Leadership team, including the CIO, to assist in strategic projects to develop Australian Ethical’s investment management capacity and capabilities as relevant
  • Continual improvement of communication materials across internal teams, Investment Committees, the Board, as well as external clients and stakeholders
  • Take a leading role in strategy research and implementation as required across public markets
  • In collaboration with Sales & Marketing functions, represent the investment team as appropriate to clients, planners and ratings agencies/research houses
  • Inform and educate the wider team on portfolio issues
  • Recommend and stress test portfolio positioning decisions and the application/development of appropriate risk management tools to assess appropriateness
  • Enhancement of the Portfolio Design and modelling processes

Requirements

  • 10+ years’ direct investment analysis / strategy experience
  • Portfolio management / similar experience in Multi Asset including Fixed Income / Equities / Hedge Funds
  • Demonstrated success driving active asset allocation, generating positive performance while managing risk
  • Proven track record working collaboratively with sales and marketing, research houses and ratings agencies
  • Experience presenting to clients, investment committees and executives
  • Outstanding knowledge of broader economic and financial market developments, industry trends and research, with the ability to distil this information and communicate it to others
  • Demonstrated track record working collaboratively and contributing toward a high performing investment team
  • Ethical / Impact investment experience preferred
  • Relevant qualifications – CFA and / or PhD will be highly regarded
  • Alignment with our values of action, authenticity, connection, curiosity and empathy
Benefits
  • A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
  • Flexible work arrangements
  • Wellbeing program that includes an extra 5 days of leave above statutory requirement
  • Purpose aligned volunteer days
  • 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment analysisportfolio managementactive asset allocationrisk managementperformance generationmulti-asset fundsfixed incomeequitieshedge fundsportfolio design
Soft Skills
communicationcollaborationpresentationstrategic thinkingleadershipteam contributionclient engagementeducational skillsprocess enhancementethical alignment
Certifications
CFAPhD