Develop and implement strategies for multi-asset funds to enhance returns and risk management. Collaborate with teams to drive performance and improve client outcomes.
About Us
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.
Your New Role
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.
Key Responsibilities Include:
· 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
What we’re looking for
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. If you have the following, we’d love to hear from you:
· 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
· 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
What’s in it for you
· 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
Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note
Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
Top Skills
Asset Allocation
Cfa
Investment Analysis
Phd
Portfolio Management
Australian Ethical Investment Sydney, New South Wales, AUS Office
Level 8, 130 Pitt Street, , ,, Sydney, NSW , Australia, 2000
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