Assoc. Portfolio Manager - Total Portfolio (Option Management)

Aware Super; Sydney; On-site; AUD 120,000 - 150,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work from home technology reimbursement

Salary continuance insurance

Meeting-free zones

Job summary

A well-respected superannuation fund in Sydney is seeking an Associate Portfolio Manager to contribute to strategic management of investment platforms. The role involves overseeing portfolios, collaborating with teams, and leveraging data analytics for decision-making. Ideal candidates should have extensive experience in active portfolio management and technical skills in SQL, Python, Matlab, or R. The position offers flexibility and a range of employee benefits, promoting work-life balance.

Qualifications

• At least 10 years of experience in portfolio rebalancing and database management.
• Solid understanding of asset management in superannuation and regulatory frameworks.
• Extensive technical skills in data analytics and tool development.

Responsibilities

• Contribute to the strategic management of Aware Super's investment platform.
• Support portfolio implementation and automation of operational workflows.
• Collaborate with sector teams to deliver strategic investment outcomes.

Skills

Portfolio Management

Data Analytics

FX Management

Risk Management

Cross-functional Communication

Education

Degree in Finance with a focus on investments

Tools

SQL

Python

Matlab

R

Job description

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Your SUPER career starts here

As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.

Sound good? Learn more about us and what we do at awaresuper.com.au

Total Portfolio Team

The Total Portfolio team is a central component within Investment Strategy at Aware Super. Aware's total portfolio model is a collaborative and informed approach to making investment trade-offs. The team partners with all sector teams including Infrastructure, Property, Private Equity, Credit Income, Fixed Income and Public Market Equities.
The Total Portfolio team is responsible for:

• The strategic asset allocation of Aware's investment options.
• Evolution of the decision-making frameworks that inform and enable Aware's total portfolio approach across our investment options
• Option-level management decisions such as foreign exchange settings, portfolio completion and liquidity profiles.

We aim to be the top-performing fund over a range of metrics. Our analysis and data-driven decision making is supported by a range of statistical and simulation techniques, forecasting methods and increasingly, AI. We value clear and respectful communication, teamwork and excellence - and are determined to win for our members.

Your New Role

As Associate Portfolio Manager in the Total Portfolio team, you'll contribute to the strategic management of Aware Super's investment platform. This role blends portfolio oversight, data-driven decision-making, and cross-team collaboration to support capital allocation and risk management, while contributing to continuous improvement and innovation. It's a hands-on opportunity to shape investment outcomes and drive operational excellence through:

• Supporting portfolio implementation, FX exposure management and automation of operational workflows.
• Contribute to total portfolio governance, research initiatives and data analysis.
• Collaborating with sector teams and internal stakeholders to deliver strategic investment outcomes.
• Identifying process inefficiencies and drive improvements through documentation and resilience-building.
• Upholding risk awareness and compliance standards, raising concerns and incidents as needed.

How do you exceed our expectations?

• The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple.
• Solid understanding of asset management in superannuation and RSE regulatory frameworks.
• At least 10 years of experience especially in portfolio rebalancing, workflow automation and database management.
• Confident and experienced in cross-functional communication.
• Extensive technical skills in data analytics and tool development using SQL, Matlab, R or Python, including AI applications.
• Proven ability to lead projects and work effectively across multi-stakeholder environments.
• Degree-qualified in Finance with a focus on investments.
• You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.

Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you'll love working at Aware Super:

• Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
• Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
• Work with super humans: You'll work hard and innovate, but also have some fun along the way.
• Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.

The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.

Your SUPER career starts here

As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.

Sound good? Learn more about us and what we do at awaresuper.com.au

Total Portfolio Team

The Total Portfolio team is a central component within Investment Strategy at Aware Super. Aware's total portfolio model is a collaborative and informed approach to making investment trade-offs. The team partners with all sector teams including Infrastructure, Property, Private Equity, Credit Income, Fixed Income and Public Market Equities.
The Total Portfolio team is responsible for:

• The strategic asset allocation of Aware's investment options.
• Evolution of the decision-making frameworks that inform and enable Aware's total portfolio approach across our investment options
• Option-level management decisions such as foreign exchange settings, portfolio completion and liquidity profiles.

We aim to be the top-performing fund over a range of metrics. Our analysis and data-driven decision making is supported by a range of statistical and simulation techniques, forecasting methods and increasingly, AI. We value clear and respectful communication, teamwork and excellence - and are determined to win for our members.

Your New Role

As Associate Portfolio Manager in the Total Portfolio team, you'll contribute to the strategic management of Aware Super's investment platform. This role blends portfolio oversight, data-driven decision-making, and cross-team collaboration to support capital allocation and risk management, while contributing to continuous improvement and innovation. It's a hands-on opportunity to shape investment outcomes and drive operational excellence through:

• Supporting portfolio implementation, FX exposure management and automation of operational workflows.
• Contribute to total portfolio governance, research initiatives and data analysis.
• Collaborating with sector teams and internal stakeholders to deliver strategic investment outcomes.
• Identifying process inefficiencies and drive improvements through documentation and resilience-building.
• Upholding risk awareness and compliance standards, raising concerns and incidents as needed.

How do you exceed our expectations?

• The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple.
• Solid understanding of asset management in superannuation and RSE regulatory frameworks.
• At least 10 years of experience especially in portfolio rebalancing, workflow automation and database management.
• Confident and experienced in cross-functional communication.
• Extensive technical skills in data analytics and tool development using SQL, Matlab, R or Python, including AI applications.
• Proven ability to lead projects and work effectively across multi-stakeholder environments.
• Degree-qualified in Finance with a focus on investments.
• You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.

Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you'll love working at Aware Super:

• Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
• Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
• Work with super humans: You'll work hard and innovate, but also have some fun along the way.
• Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.

The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.

Desired Skills and Experience

Portfolio Management, Portfolio Governance, Option Management, Portfolio Balancing, FX, Analysis, SQL, Python, Matlab, R, Liquidity

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other and Strategy/Planning

• Industries

  Investment Management

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