Step into a high-impact opportunity as Portfolio Manager for our Socially Conscious Balanced option. Join our Sustainable Investment team and lead the charge in shaping sustainable investment strategies that not only deliver strong returns—but also drive meaningful, real-world change.
Why join us?
- You'll get 14% super as standard, to help your future come alive.
- Unleash your potential and build a career to be proud of through excellent training and development opportunities.
- Balance your work between in-person days at our purpose-built hubs and working from home.
- In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.
About the role
We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As our new Portfolio Manager – Socially Conscious Balanced option, you’ll play a key role in shaping how we invest responsibly while delivering strong returns. In this newly created permanent role, you’ll take the lead on managing our sustainable investment option, ensuring it meets performance benchmarks and aligns with our values. You’ll work closely with our Investment Strategy and asset class teams to refine our approach and uncover new opportunities in the sustainable investment space.
Day to day, you'll:
- Lead portfolio construction and day-to-day management of our Sustainable Investment option across asset classes.
- Partner with asset class teams to analyse investment managers and identify new opportunities.
- Maintain Responsible Investment certification and reporting standards.
- Prepare investment recommendations for our management committee.
- Manage our biannual exclusions process.
- Contribute thought leadership in sustainable investing.
- Collaborate with senior investment managers and cross-functional teams to drive member-focused outcomes.
This role is available as a permanent opportunity.
Location: Sydney or Brisbane.
About you
It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:
- You have prior experience—or a strong desire—to work at the intersection of sustainability and investment.
- You bring experience in investment management, particularly within superannuation, institutional funds, or asset management.
- You understand portfolio construction and know how to select the right fund managers.
- You apply strong research and analytical skills, using data to drive strategic and creative thinking.
- You’re confident collaborating and managing stakeholders across investment, legal, compliance, and product teams.
- You communicate with clarity and impact, presenting product strategies and performance to senior executives and committees.
- You’ll manage competing priorities while staying focused and adaptable in a dynamic environment.
- Your qualifications are grounded in finance, commerce, engineering, economics, or a related field.
About us
Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.
Apply online now
Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close COB Friday, 18 July 2025.
We don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.
