Technical Portfolio Implementation Analyst
Key Skills for This Role
Full Job Posting
Responsibilities
- Day to day, you'll:
- Act as the subject matter expert for the Matrix Rebalancer platform and associated rebalancing processes.
- Maintain fund structures, portfolio hierarchies, mandates, asset pools and portfolio group configurations.
- Manage and validate rebalancing rules, target allocations, implementation policy settings and related business parameters.
- Assess, implement and test configuration changes arising from new products, portfolios, restructures and business initiatives.
- Analyse rebalancing outcomes and investigate configuration, process or data-related issues.
- Coordinate business testing, user acceptance testing and release validation activities.
- Develop and maintain operational procedures, documentation, runbooks and knowledge articles.
- Collaborate with internal stakeholders, technology teams and vendors to support system performance and enhancements.
- Identify opportunities to improve automation, controls, efficiency and overall platform capability.
Qualifications
- 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 hold tertiary qualifications in Finance, Investments, Mathematics, Economics, Commerce, Information Systems or a related discipline.
- Your experience includes supporting, configuring or administering investment operations, portfolio management or rebalancing platforms.
- You'll bring a strong understanding of investment fund structures, portfolio hierarchies, asset pools and mandate relationships.
- You're knowledgeable in strategic asset allocation, target allocations and portfolio implementation concepts.
- You have experience analysing and resolving complex operational, configuration or data-related issues.
- Your background includes managing configuration changes, testing activities and controlled releases.
- You'll demonstrate strong analytical skills and the ability to assess impacts across portfolios and investment structures.
- You'll have exposure to UAT, regression testing and release readiness activities.
- You can leverage SQL, reporting or data analysis skills to support investigations and root cause analysis.
About Company
Bring your potential to Australian Retirement Trust and unleash our monster possibilities:
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.
We use technology, including artificial intelligence (AI), to support parts of our recruitment process - such as reviewing applications, supporting screening interviews, reference checking, and matching skills to roles. All final hiring decisions are made by people.
By applying, you agree to the use of these technologies as part of the recruitment process.
Company
Our 2.4 million members trust us to take care of around $375 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.
Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now.
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.
About Australian Retirement Trust
Australian profit-for-member superannuation fund providing retirement savings, investment, insurance and advice services to members.
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