Portfolio Analyst - Private Credit

Australian Retirement Trust; Sydney; On-site; AUD 110,000 - 150,000; Full time

Benefits offered by this job

14% superannuation

Training and development

Hybrid work arrangement

Office facilities and collaboration

Job summary

Australian Retirement Trust seeks a Portfolio Analyst - Private Credit to support research, analysis, reporting, and portfolio oversight across a growing private credit portfolio. You will work with experienced investment professionals to shape decisions benefiting members’ financial outcomes in a sophisticated investment environment.

You’ll contribute to due diligence, data management, and governance while partnering with Investments teams to monitor performance, risk and compliance.

Qualifications

• Tertiary qualification in finance, investments, commerce, economics, or related discipline.
• Strong analytical and research capabilities.
• Strong written and verbal communication skills.
• Ability to build stakeholder relationships across teams.
• Understanding of the Australian superannuation industry.
• Proficient with investment data and reporting tools.

Responsibilities

• Support private credit investment strategies through research and analysis.
• Monitor portfolio performance and risk exposures.
• Develop reporting and analytics to support decisions.
• Collaborate with internal stakeholders across Investments.
• Contribute to governance, risk management, and compliance.
• Assist with data, models, and frameworks used in portfolio management.

Skills

Financial analysis

Research skills

Stakeholder management

Written and verbal communication

Australian superannuation knowledge

Attention to detail

Education

Finance / Investments / Economics degree

Tools

Investment data tools

Data reporting tools

Job description

Join Australian Retirement Trust as our Portfolio Analyst - Private Credit. Play a key role in supporting private credit investment strategies through research, analysis, reporting, and portfolio oversight. Working alongside experienced investment professionals, you’ll help shape investment decisions that support members’ best financial interests while gaining exposure to a complex and high-value investment portfolio across a growing asset class.

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 - Private Credit, you’ll support the successful execution of private credit investment strategies through high-quality analysis, research, portfolio monitoring, and stakeholder collaboration. You’ll be part of the Mid Risk Assets and UK team, contributing to the strategic management of private credit investments and helping ensure investment decisions align with member outcomes and organisational objectives.

Working within a sophisticated investment environment, you’ll contribute to investment research, support due diligence activities, develop reporting and analysis, and help maintain the data, models, frameworks, and tools that underpin portfolio management activities. You’ll also work closely with stakeholders across Investments to support governance, risk management, and investment performance outcomes.

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

Responsibilities

Day to day, you’ll:

• Undertake research and analysis to support the development and implementation of private credit investment strategies.
• Support investment identification, due diligence, oversight and optimisation activities across private credit portfolios.
• Monitor portfolio performance, risk exposures and compliance with investment mandates.
• Build, maintain and enhance investment data, models, frameworks and analytical tools.
• Prepare timely reporting and analysis to support investment decision-making and agreement negotiations.
• Build strong relationships with internal stakeholders and collaborate across investment teams.
• Support governance, compliance and risk management obligations.
• Contribute to strategic initiatives and continuous improvement activities.

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 capabilities are highly developed.
• You have strong written and verbal communication skills and the ability to present information clearly.
• You’re able to build effective stakeholder relationships and collaborate across teams.
• You understand, or are keen to develop your understanding of, the Australian superannuation industry.
• Your attention to detail helps ensure consistently accurate and high-quality work.
• You’re proficient, or willing to become proficient, in relevant systems and in working with investment data and reporting tools.

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. Applications close Sunday, 13 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.