Senior Portfolio Manager - Planning (Sustainable Investment & Planning) at Australian Retirement Trust
Sydney NSW 2000, , Australia -
Full Time


Start Date

Immediate

Expiry Date

23 Sep, 25

Salary

0.0

Posted On

11 Aug, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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.

Responsibilities

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 Manager – Planning, you’ll play a pivotal role in delivering and executing medium to long term strategic business planning activities across the Investment team, ensuring alignment with the enterprise long-term strategy.
This senior role sits within Investments - Sustainable Investment and Planning team. This role is responsible for shaping and executing the Investment strategic plans in collaboration with key leadership and internal stakeholders. You’ll oversee the implementation of strategic initiatives and establish success measures to track progress and effectiveness.
You will prepare high-quality reports and presentations for internal stakeholders and leadership on the multi-year business planning strategic initiatives and progress. Your knowledge of investment industry trends and regulatory developments will help to inform the strategic planning cycle and areas of ongoing focus.

Day to day, you’ll:

  • Lead multi-year strategic planning for the Investment team.
  • Align strategic investment plans with broader enterprise strategy through collaboration.
  • Drive execution and reporting of strategic initiatives.
  • Embed industry insights into planning cycles.

This role is a permanent opportunity.
Location: Sydney or Brisbane.

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