Join a globally recognised financial services organisation with a strong presence in the Australian market and a reputation for innovation, and long‐term value creation. This organisation manages a substantial, multi‐billion‐dollar investment portfolio and is known for its disciplined investment approach, strong risk culture, and commitment to sustainability and responsible investing. You'll be part of a high‐performing, collaborative environment that offers genuine flexibility and good career development opportunities
The role
This is a senior and highly visible position, reporting to the Chief Investment Officer, where you will play a key role in managing and steering a large‐scale investment portfolio. You will be responsible for shaping and executing investment strategy, with a strong focus on fixed income, asset allocation, and portfolio performance. The role blends strategic thinking with hands‐on portfolio oversight, stakeholder engagement, and leadership responsibilities.
Key responsibilities include:
* Managing portfolio performance, asset allocation, liquidity, and ALM across core mandates
* Developing and implementing investment strategies aligned with risk appetite and regulatory frameworks
* Providing market insights and contributing to tactical asset allocation decisions
* Overseeing external and internal asset managers, including performance monitoring and risk assessment
* Supporting ESG initiatives, including sustainable investment strategies and decarbonisation efforts
* Preparing and delivering investment reporting to senior leadership and Board committees
* Leading, mentoring, and developing team members
Ideal skills and experience
You are an experienced investment professional with a strong technical foundation and the ability to influence at senior levels.
Key requirements include:
* Strong experience within insurance, asset management, or large financial institutions
* Tertiary qualifications in Finance, Commerce, or a related discipline (CFA or similar highly regarded)
* Strong expertise in fixed income and portfolio management, including duration, spreads, and performance attribution
* Deep understanding of asset allocation, ALM, and portfolio construction
* Strong stakeholder management and communication skills, with experience engaging senior executives
* High attention to detail, with excellent organisational and prioritisation capabilities
What's in it for you
* Opportunity to manage a significant institutional portfolio with real strategic impact
* Exposure to senior leadership and Board‐level decision making
* A collaborative, high‐performing team environment
* Flexible working arrangements
* Strong focus on professional development and career progression
* The chance to contribute to sustainable and forward‐thinking investment strategies
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