Technical Portfolio Implementation Analyst

Australian Retirement Trust; City of Brisbane; On-site; AUD 100,000 - 140,000; Full time

Benefits offered by this job

14% super

Training & development

Hybrid work / WFH balance

Office facilities

Job summary

Australian Retirement Trust is seeking a Technical Portfolio Implementation Analyst to operate, support, configure and improve the Matrix Rebalancer platform in Brisbane or Sydney. You will act as a trusted expert across fund structures, portfolio hierarchies and rebalancing methodologies to support investment outcomes.

You will collaborate with Investment Implementation, Operations, Data teams and vendors to ensure accurate processes, drive automation and deliver platform enhancements and tests.

Qualifications

• Tertiary qualification in Finance, Investments, Mathematics, Economics, Commerce or Information Systems.
• Experience supporting, configuring or administering investment operations, portfolio management or rebalancing platforms.

Responsibilities

• Act as subject matter expert for the Matrix Rebalancer platform and rebalancing processes.
• Maintain fund structures, portfolio hierarchies, mandates, asset pools and portfolio group configurations.
• Manage rebalancing rules, target allocations and implementation policy settings.
• Coordinate testing, user acceptance testing and release validation activities.
• Develop operational procedures, runbooks and knowledge articles.
• Collaborate with stakeholders and vendors to support system performance.
• Identify opportunities to improve automation, controls, efficiency and platform capability.

Skills

SQL

Analytical skills

Portfolio management

Rebalancing

Data analysis

UAT/testing

Education

Finance, Investments, Mathematics, Economics, Commerce or Information Systems

Mathematics

Economics

Commerce

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 a Technical Portfolio Implementation Analyst, you'll be responsible for the ongoing operation, support, configuration and continuous improvement of our Matrix Rebalancer platform. You'll act as a trusted expert across fund structures, portfolio hierarchies, target allocations, implementation policy settings and rebalancing methodologies that support investment outcomes.

This is a highly collaborative role where you'll partner with Investment Implementation, Investment Operations, Investment Data, technology teams and external vendors to ensure rebalancing processes remain effective, accurate and aligned to business objectives. You'll also have the opportunity to contribute to platform enhancements, testing activities, operational excellence initiatives and continuous improvement programs.

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

Responsibilities

• Act as the subject matter expert for the Matrix Rebalancer platform and associated rebalancing processes.
• Maintain fund structures, portfolio hierarchies, mandates, asset pools and portfolio group configurations.
• Manage and validate rebalancing rules, target allocations, implementation policy settings and related business parameters.
• Assess, implement and test configuration changes arising from new products, portfolios, restructures and business initiatives.
• Analyse rebalancing outcomes and investigate configuration, process or data-related issues.
• Coordinate business testing, user acceptance testing and release validation activities.
• Develop and maintain operational procedures, documentation, runbooks and knowledge articles.
• Collaborate with internal stakeholders, technology teams and vendors to support system performance and enhancements.
• Identify opportunities to improve automation, controls, efficiency and overall platform capability.

Qualifications

You hold tertiary qualifications in Finance, Investments, Mathematics, Economics, Commerce, Information Systems or a related discipline.

• Your experience includes supporting, configuring or administering investment operations, portfolio management or rebalancing platforms.
• You'll bring a strong understanding of investment fund structures, portfolio hierarchies, asset pools and mandate relationships.
• You're knowledgeable in strategic asset allocation, target allocations and portfolio implementation concepts.
• You have experience analysing and resolving complex operational, configuration or data-related issues.
• Your background includes managing configuration changes, testing activities and controlled releases.
• You'll demonstrate strong analytical skills and the ability to assess impacts across portfolios and investment structures.
• You'll have exposure to UAT, regression testing and release readiness activities.
• You can leverage SQL, reporting or data analysis skills to support investigations and root cause analysis.

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 Wednesday, 16 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

• 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.