Portfolio Analyst - Balance Sheet

Australian Retirement Trust; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

14% superannuation

Training and development

Hybrid work options

Office amenities

Job summary

Australian Retirement Trust is seeking a Portfolio Analyst - Balance Sheet in Sydney to support the execution of investment strategies and balance sheet management. You will assist with liquidity oversight, capital allocation and collateral positions while contributing to data, models and reporting tools.

Working with experienced investment professionals, you’ll monitor portfolio performance, risk analysis and mandate compliance.

Qualifications

• Holds tertiary qualifications in finance, investments, commerce, economics or related discipline.
• Research and analytical skills to understand complex investment issues.
• Strong written and verbal communication skills.
• Ability to build stakeholder relationships and collaborate within a team.
• Experience using analytical, reporting or investment systems.
• Attention to detail to produce accurate, high-quality work.
• Ideally progressing towards postgraduate or professional investment qualifications.
• Familiar with financial modelling, valuation principles or quantitative analysis techniques.
• Quantitative programming capabilities or interest in developing these skills.
• Experience in superannuation, investments or financial services is highly regarded.

Responsibilities

• Undertake research and analysis to support the development and implementation of balance sheet investment strategies.
• Assist with monitoring liquidity buffers, capital allocation and collateral positions.
• Support identification, assessment and optimisation of balance sheet investments.
• Contribute to portfolio performance monitoring, risk analysis and mandate compliance activities.
• Build, maintain and enhance investment data, models, frameworks and analytical tools.
• Develop trusted relationships with internal stakeholders to support collaboration and informed decision-making.
• Assist in meeting governance, compliance and risk management obligations.
• Participate in strategic initiatives and project activities as required.

Skills

Finance knowledge

Investments

Analytical skills

Communication

Stakeholder management

Quantitative analysis

Programming basics

Education

Finance degree

Tools

Investment systems

Job description

Australian Retirement Trust – Sydney CBD NSW

Join Australian Retirement Trust as our Portfolio Analyst - Balance Sheet. In this role, you'll support investment strategy through analysis, research and portfolio insights that help drive strong outcomes for our members. Working within our Defensive and Liquid Assets and Portfolio Intelligence team, you'll contribute to balance sheet management, liquidity oversight, portfolio monitoring and investment decision-making in a complex and highly valued investment environment.

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 a Portfolio Analyst - Balance Sheet, you'll play an important role in supporting the execution of investment strategies that align with our members' best financial interests.

Working alongside experienced investment professionals, you'll undertake detailed research and analysis, contribute to portfolio monitoring activities, and support balance sheet investment management. You'll have the opportunity to work across liquidity management, capital allocation, collateral oversight and investment analytics, helping to shape insights that support strategic decision-making.

You'll also contribute to the development and improvement of investment data, models, frameworks and reporting tools while building strong relationships with stakeholders across the business. Your work will help support governance, risk management and operational excellence across the investment function.

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

Responsibilities

Day to day, you'll:

• Undertake research and analysis to support the development and implementation of balance sheet investment strategies.
• Assist with monitoring liquidity buffers, capital allocation and collateral positions.
• Support the identification, assessment and optimisation of balance sheet investments.
• Contribute to portfolio performance monitoring, risk analysis and mandate compliance activities.
• Build, maintain and enhance investment data, models, frameworks and analytical tools.
• Develop trusted relationships with internal stakeholders to support collaboration and informed decision-making.
• Assist in meeting governance, compliance and risk management obligations.
• Participate in strategic initiatives and project activities as required.

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 tertiary qualifications in finance, investments, commerce, economics or a related discipline.
• Your research and analytical skills enable you to understand complex investment issues.
• You'll demonstrate strong written and verbal communication skills.
• You're able to build effective stakeholder relationships and collaborate within a team environment.
• You have experience using relevant analytical, reporting or investment systems.
• Your attention to detail allows you to produce accurate and high-quality work.
• You'll ideally be progressing towards postgraduate or professional investment qualifications.
• You're familiar with financial modelling, valuation principles or quantitative analysis techniques.
• You have quantitative programming capabilities or an interest in developing these skills.
• Your experience within superannuation, investments or financial services will be highly regarded.

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 COB Tuesday, 22 September 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

Bring your potential to Australian Retirement Trust and unleash our monster possibilities:

• 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.

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