Portfolio Manager in Sydney

This role sits within the Systematic Equity Beta portfolio management team, managing day-to-day investment activities, with exposure across index portfolio management, rebalancing, risk monitoring, exposure management and trade implementation.

The successful candidate will be expected to develop into a portfolio manager capable of managing indexed equity portfolios, explaining portfolio outcomes and contributing to process improvements across the team. Prior experience managing portfolios is not required. However, candidates should demonstrate a strong understanding of investment markets and a genuine interest in portfolio implementation, benchmark and indexed equity investing.

The role will be best suited to someone who displays intellectual curiosity, sound judgement, a willingness to take ownership and the ability to operate effectively in a fast-paced investment environment.

What you will be responsible for:

• Management of indexed equity portfolios, including daily portfolio monitoring, cash management, investing/divesting cash flows, trade construction & execution.
• Analyze index changes, corporate actions and portfolio events, helping to form the most appropriate implementation approach.
• Performance attribution analysis and explaining tracking results.
• Build familiarity with index vendor methodologies, market structure, liquidity, trading constraints and implementation risks.
• Provide high level service for client facing teams, including helping to respond to client needs, prepare materials for presentations, and draft investment reports.
• Work collaboratively with portfolio managers, traders, operations, risk, compliance, client teams and offshore partners.
• Contribute to process improvement, automation and control enhancements that improve accuracy, service levels and desk efficiency.

What we value:

• A junior investment professional with strong numeracy, excellent attention to detail and a genuine interest in equity markets and indexed investing.
• Someone who can think clearly under pressure, act with appropriate conviction and communicate the reasoning behind a view rather than only presenting options.
• Excellent numeracy skills are required, in particular the ability to analyze and evaluate numerical data and present findings.
• Absolute attention to detail and high degree of accuracy when working under pressure.
• A practical problem solver who can improve processes without adding unnecessary complexity.
• A flexible approach to work, with ability to be both proactive and responsive.
• Application of creative thinking to problems and systems/process enhancements.
• A teammate who is intellectually curious, coachable and collaborative, but also comfortable working independently when deadlines are tight.
• Excellent communication skills, both written and verbal.

Education & Preferred Qualifications:

• Ideally degree qualified with a finance / economics related focus with 3-7 years industry experience.
• Experience within an asset owner, investment consulting, research, ratings, portfolio analytics, implementation, trading support or investment desk environment, with exposure to portfolio construction, performance, risk, execution or capital markets activities.
• Currently studying for or planning to take CFA exams will be viewed favorably.
• Computer literate, especially for Microsoft Office applications.
• Demonstrable knowledge of different investment instruments (not necessarily equities).
• Demonstrable knowledge of how investment performance is calculated.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most.