Private Credit Portfolio Analyst

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

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.