Portfolio Manager - Portfolio Strategy

Careers with Impact

More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

HESTA is also an inspiring and rewarding place to work. That’s because what we do makes a difference to the lives of our members. The people who work at HESTA are not only exceptional at what they do, they’re focused on living and creating a strong organisational culture. We’re an industry super fund dedicated to the people who keep our communities going. People who provide some of the best health, education and community services in the world are HESTA members – and we are proud to serve them.

Bring your authentic and passionate self to this exceptional role #careerswithimpact

In this newly created role of Portfolio Manager – Portfolio Strategy, you'll have the opportunity to positively impact member outcomes while working with a leading investment team. Key  responsibilities include leading the development of tailored investment solutions for accumulation and retirement products, while establishing and maintaining strategic and medium-term asset allocation frameworks. You'll oversee portfolio risk management and performance analysis, collaborate with cross-functional teams to implement investment strategies, and provide leadership and mentorship to investment analysts within your team.

The position leads strategic and medium-term asset allocation analysis, ensures regulatory compliance (including RIC, APRA, ASIC, SIS Act, and YFYS requirements), and collaborates with Research teams to continuously refine allocation methodologies in response to market conditions, economic cycles, and member demographics, all while focusing on enhancing long-term member outcomes.

About You

The ideal candidate will bring proven experience in strategic asset allocation and portfolio management, complemented by a strong background in statistical/econometric modelling and quantitative analysis. You'll need a deep understanding of portfolio construction and risk modelling, coupled with demonstrated experience in people leadership and team development. Knowledge of the Australian superannuation system and regulatory requirements is essential, as is a track record of managing multiple stakeholders and complex projects.

Your skill set should include advanced portfolio optimisation and risk modelling capabilities, strong analytical and problem-solving abilities, and excellent communication and stakeholder management skills. We're looking for someone who excels in strategic thinking and decision-making, with proven leadership and team management experience.

If you're passionate about investment strategy and want to contribute to improving retirement outcomes for our members, apply via the link. Join us in making a real difference to people's financial futures.

Benefits that matter and make a difference for our employees
o    Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
o    Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
o    Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
•    Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity. 
We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team careers@hesta.com.au and we’ll call you to discuss. 
Please note: Applications via recruitment agencies will not be accepted for this position