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Head of portfolio construction

Perth
Keegan Adams
Construction
Posted: 4 June
Offer description

Role & Company Overview

Our client is a well‐established, Perth‐based superannuation fund committed to delivering strong outcomes for members. The Fund is growing and currently operates a sophisticated investment programme across multiple asset classes and structures. We are seeking an ambitious individual to join the team as the Head of Portfolio Construction. This critical role focuses on managing asset allocation frameworks and ensuring the seamless execution of investment decisions. The position works closely with internal stakeholders to drive strategic investment initiatives and deliver on returns. It is a permanent role.

Key Responsibilities

* Work directly with the Chief Investment Officer and Investment Team to manage asset allocation frameworks.
* Oversee ongoing cash‐flow management, portfolio rebalancing, and ensure asset allocation aligns with targets.
* Develop and implement the fund's currency management policy.
* Enhance and improve the annual and medium‐term strategic asset‐allocation review processes.
* Manage the risk‐management system and lead preparations for upcoming tender processes.

Skills & Experience

* Demonstrated experience in managing asset‐allocation frameworks within a superannuation investment environment.
* 10–15 years of experience in portfolio construction, asset allocation or investment strategy within superannuation and/or asset consulting.
* Proficiency with risk‐management systems such as FactSet or similar platforms is highly favourable.
* Management experience is desirable, particularly in guiding and developing team members.
* A strong team‐focused approach and collaborative attitude.
* Excellent communication and stakeholder‐management skills, with a proactive problem‐solving ability.

Benefits

* Join a stable industry superfund offering long‐term security and career growth opportunities.
* Gain exposure to a broad range of asset classes and investment structures.
* Opportunity to contribute to strategic investment initiatives and process improvements.
* Enjoy a supportive work‐life balance with flexible work arrangements, including a standard of two days working from home and flexibility for additional days.
* Support for relocation is available, including potential remote work from other states initially.
* Competitive remuneration package.
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