Head of Asset Allocation (JBWere)

NAB; Sydney; On-site; AUD 250,000 - 350,000; Full time

Job summary

JBWere within NAB Sydney is seeking Head of Asset Allocation to lead strategic and tactical asset allocation across diversified portfolios on our leading wealth platform. You will influence portfolio positioning, currency strategy and investment outcomes while serving advisers and clients.

In this role, you will work with the Private Wealth & JBWere team, participate in CIO Office investment committees and drive macroeconomic research, portfolio modelling and analytics to improve client outcomes.

Qualifications

• Deep expertise in asset allocation, portfolio construction and capital markets.
• Advanced quantitative and analytical capabilities across modelling and investment risk.
• Strong understanding of macroeconomics and market drivers.
• Proven leadership experience developing high-performing investment teams.

Responsibilities

• Lead a high performing team across strategic and tactical asset allocation across diversified portfolios.
• Develop capital market assumptions, benchmark frameworks and currency strategy.
• Drive macroeconomic research and portfolio construction decisions.
• Enhance portfolio modelling, analytics and investment infrastructure capabilities.
• Deliver market insights through adviser briefings, publications and client engagement.

Skills

Asset allocation

Portfolio construction

Capital markets

Leadership

Job description

• Own strategic and tactical asset allocation across a leading wealth platform
• Influence portfolio positioning, currency strategy and investment outcomes
• Become a trusted voice for advisers and clients on markets and investment strategy

• Own strategic and tactical asset allocation across a leading wealth platform
• Influence portfolio positioning, currency strategy and investment outcomes
• Become a trusted voice for advisers and clients on markets and investment strategy

Our people are customer obsessed. They work in close partnership to prioritise customer needs and deliver exceptional outcomes. This collaborative mindset enables innovation and builds enduring customer relationships supporting our ambition to be the most customer‑centric company in Australia and New Zealand.

In the role of Head of Asset Allocation, you will work closely with our Private Wealth & JBWere team, contributing to key business priorities, member of CIO Office investment committeesand continuously improving how we serve our clients.

You’ll make an impact each day by:

• Lead a high performing team across strategic and tactical asset allocation across diversified portfolios
• Develop capital market assumptions, benchmark frameworks and currency strategy
• Drive macroeconomic research and portfolio construction decisions
• Enhance portfolio modelling, analytics and investment infrastructure capabilities
• Deliver market insights through adviser briefings, publications and client engagement

You’ll bring to this role:

• Deep expertise in asset allocation, portfolio construction and capital markets
• Advanced quantitative and analytical capabilities across modelling and investment risk
• Strong understanding of macroeconomics and market drivers
• Proven leadership experience developing high-performing investment teams.
• Significant experience across portfolio management, research or investment strategy

A diverse and inclusive workplace works better for everyone

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all JBWere colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

Join JBWere