Senior Portfolio Manager

Australian Ethical•Sydney, WA

About The Position

Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products. Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture. In your new role, you will confidently develop and implement strategies to improve the returns and risk management of the multi asset funds, to improve client returns and researcher ratings. You’ll provide investment recommendations, ensuring they’re effectively implemented and assist in oversight of the multi-asset team. You’re comfortable presenting to investment committees and clients to gain support for our multi-asset portfolios and the broader investment capabilities of Australian ethical. You’re a highly experienced portfolio manager, with a demonstrated track record of developing and implementing high quality active asset allocation strategies within a team leading to exceptional investment performance outcomes. You have a strong Macro background in Multi Asset / Fixed Income / Equities / Hedge Funds – i.e. you are strong, not just on macro economics, but understanding how that generates value within a portfolio. You’ll be self-motivated and driven, inherently inquisitive, be able to work autonomously and effectively as part of a broader team to achieve positive outcomes.

Requirements

10+ years’ direct investment analysis / strategy experience
Portfolio management / similar experience in Multi Asset including Fixed Income / Equities / Hedge Funds
Demonstrated success driving active asset allocation, generating positive performance while managing risk
Proven track record working collaboratively with sales and marketing, research houses and ratings agencies
Experience presenting to clients, investment committees and executives
Outstanding knowledge of broader economic and financial market developments, industry trends and research, with the ability to distil this information and communicate it to others
Demonstrated track record working collaboratively and contributing toward a high performing investment team

Nice To Haves

Ethical / Impact investment experience preferred
Relevant qualifications – CFA and / or PhD will be highly regarded
Alignment with our values of action, authenticity, connection, curiosity and empathy

Responsibilities

Drive the active asset allocation process, including implementation and with a focus on process enhancement to generate performance and improve client outcomes.
Working collaboratively with the Head of Multi-Asset to implement the investment philosophy and approach in building investment capabilities
Work collaboratively with AE investment teams to manage portfolios with a focus on commercial outcomes
Work with the Investment Leadership team, including the CIO, to assist in strategic projects to develop Australian Ethical’s investment management capacity and capabilities as relevant
Continual improvement of communication materials across internal teams, Investment Committees, the Board, as well as external clients and stakeholders
Take a leading role in strategy research and implementation as required across public markets
In collaboration with Sales & Marketing functions, represent the investment team as appropriate to clients, planners and ratings agencies/research houses
Inform and educate the wider team on portfolio issues
Recommend and stress test portfolio positioning decisions and the application/development of appropriate risk management tools to assess appropriateness
Enhancement of the Portfolio Design and modelling processes

Benefits

A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
Flexible work arrangements
Wellbeing program that includes an extra 5 days of leave above statutory requirement
Purpose aligned volunteer days
20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period

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