Associate Portfolio Manager - Investment Innovation & Capability

Australian Retirement Trust; Sydney; Hybrid; AUD 150,000 - 210,000; Full time

Benefits offered by this job

14% super

Training & development

Hybrid work with hubs

Job summary

Australian Retirement Trust seeks an Associate Portfolio Manager - Investment Innovation and Capability to advance AI, ML and analytics across the investment lifecycle. You will translate complex data into practical investment insights, prototype reusable tools and collaborate with data engineers, investment leaders and technology teams to embed capabilities in production workflows.

Based in Brisbane or Sydney, this permanent role combines financial market knowledge with strong quantitative and

Qualifications

• You hold a degree in Finance, Mathematics, Computer Science, Engineering or a related discipline.
• Quantitative and analytical capabilities supported by Python, SQL or similar tools.
• Solid understanding of machine learning techniques and their application.
• Knowledgeable about investment concepts, financial markets and asset classes.
• Experience with structured and unstructured data, including alternative data.
• Ability to translate complex data into practical investment insights and decisions.
• Confident collaborating with investment leaders, technical teams and stakeholders.

Responsibilities

• Contribute to the design and application of AI and ML techniques across investment processes.
• Develop predictive analytics capabilities for investment insights and monitoring.
• Apply data-driven models, knowledge graphs, and AI methods to investment challenges.
• Support machine-assisted investment research, including signal generation and screening.
• Design automated workflows for faster and more consistent decision-making.
• Explore new data sources, modelling techniques and AI capabilities.
• Collaborate with data engineers and technology teams to build scalable data pipelines.
• Translate complex analytics into clear, actionable investment insights.
• Embed innovative capabilities into day-to-day workflows across teams.

Skills

Python

SQL

ML techniques

Data analysis

Stakeholder communication

Education

Degree in Finance, Mathematics, Computer Science or Engineering

Tools

Snowflake

Azure

Knowledge graphs

Job description

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 - Investment Innovation and Capability, you'll help advance the application of AI, machine learning and advanced analytics across our investment lifecycle.

Sitting within Portfolio Intelligence, you'll identify, develop and embed innovative analytics capabilities that enhance investment insight, improve efficiency and support alpha generation. You'll apply modern analytical techniques to investment research, portfolio monitoring and idea generation while exploring the potential of alternative data, machine-assisted research and intelligent workflows.

Working closely with investment leaders, data engineers and technology teams, you'll translate emerging capabilities and complex investment challenges into practical solutions. You'll experiment, prototype and develop reusable tools and frameworks while helping integrate successful solutions into production environments and day-to-day investment workflows.

This role gives you the opportunity to combine your knowledge of financial markets with strong quantitative and technical capability in a fast-evolving environment. You'll contribute to how new data, modelling techniques and AI-enabled approaches are used to support better, faster and more consistent investment decision-making.

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

Responsibilities

Day to day, you'll:

• Contribute to the design and application of AI and machine learning techniques across investment processes.
• Develop predictive analytics capabilities that enhance investment insights, portfolio monitoring and decision support.
• Work with investment leaders to apply data-driven models, knowledge graphs and other AI methods to investment challenges.
• Support machine-assisted investment research, including signal generation, idea screening and information synthesis.
• Design and implement agentic and automated workflows that enable faster and more consistent decision-making.
• Explore and evaluate new data sources, modelling techniques and emerging AI capabilities.
• Partner with data engineers and technology teams to develop scalable data pipelines and integrate AI solutions into production environments.
• Translate complex analytical outputs into clear, practical and actionable insights for investment stakeholders.
• Collaborate across investments, data and technology to embed innovative capabilities into day-to-day workflows.
• Contribute to experimentation, prototyping and the development of reusable tools and frameworks.

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 a degree in Finance, Mathematics, Computer Science, Engineering or a related discipline.
• Your quantitative and analytical capabilities are supported by experience using Python, SQL or similar tools.
• You'll bring a solid understanding of machine learning techniques and their application to real-world problems.
• You're knowledgeable about investment concepts, financial markets and asset classes.
• You have experience working with structured and unstructured data, ideally including alternative data.
• Your ability to translate complex data and analytics into practical insights enables effective investment decision-making.
• You'll be confident working with investment leaders, technical teams and stakeholders across multiple disciplines.
• You're experienced in applying techniques such as natural language processing, knowledge graphs or predictive modelling in an investment or financial context.
• You have exposure to agentic workflows, intelligent automation or decision-support systems.
• Your technical experience may include cloud and data platforms such as Snowflake, Azure or similar environments.
• You'll bring experience working with investment data platforms, analytical applications or related tools.
• You're interested in emerging AI capabilities and how they can be applied responsibly to portfolio management.

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. Applications close Sunday, 4 October 2026.

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.

Why join us

• You'll get 14% super as standard, to help your future come alive.
• Build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

We use technology, including artificial intelligence (AI), to support parts of our recruitment process - such as reviewing applications, supporting screening interviews, reference checking, and matching skills to roles. All final hiring decisions are made by people.

By applying, you agree to the use of these technologies as part of the recruitment process.