Job Description
At Australian Retirement Trust we’re building resilient portfolios that deliver strong, long term outcomes for our members. We’re looking for an experienced Senior Portfolio Manager – Planning to be our strategic lead for multi-year business planning across the investment business area, turning strategy into an aligned plan, clear priorities and measurable delivery.
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. This is a highly influential role at the centre of how the Investment business area sets direction and delivers. You’ll lead the multiyear business planning cycle, ensuring the investment business area strategic priorities translate into a coherent roadmap with clear priorities and measurable outcomes.
Reporting to the General Manager, Sustainable Investment & Planning, you’ll work closely with senior leaders across Investments and partner teams (including risk, finance, investment operations and investment legal) to align assumptions, tradeoffs and delivery commitments and provide highquality reporting for executive and committee forums.
Day to day, you'll:
Lead the multiyear planning process across the Investments business area, ensuring alignment with ART’s enterprise strategy and long-term investment outcomes.
Shape strategic options and recommendations for senior leaders including prioritisation, sequencing, interdependencies and key tradeoffs.
Partner with internal stakeholders to align inputs and drive endtoend development and execution of multiyear business plans.
Oversee the delivery of strategic initiatives, including defining success measures and tracking outcomes.
Provide highquality insights, reports and recommendations to senior leadership and the Investment Committee on progress, outcomes, risks and opportunities.
Monitor industry, regulatory and market developments to inform strategic priorities.
Build and maintain strong relationships with internal and external stakeholders.
Represent ART on committees and at industry forums, contributing thought leadership and enhancing our brand.
Lead, develop and support a highperforming team in an inclusive and valuesdriven environment.
This role is a permanent opportunity.
Location: Sydney or Brisbane.
About you
You're a strategic thinker who can connect the dots across a complex function turning ambition into aligned, executable multi-year roadmap. You are a natural collaborator with experience in investments and the ability to influence senior stakeholders through clear, evidence-based recommendations. You’ll likely tick some of these boxes:
You hold relevant tertiary qualifications, with a degree or postgraduate qualification in finance, investments, economics, commerce, engineering or a related discipline.
You have deep experience in the investments industry, with strong knowledge of legislation, regulation, market dynamics, risk return optimisation and emerging industry trends.
You bring exceptional research and analytical capability, using data, insights and evidence to inform strategic, innovative thinking.
You’re highly skilled in stakeholder management and negotiation, and you’re comfortable influencing senior leaders and executive audiences.
You’ve successfully led and developed teams, and you’ll foster an inclusive, high performance culture that supports growth and delivery.
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 Sunday, 12 April 2026.
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.
#hybrid
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. This is a highly influential role at the centre of how the Investment business area sets direction and delivers. You’ll lead the multiyear business planning cycle, ensuring the investment business area strategic priorities translate into a coherent roadmap with clear priorities and measurable outcomes.
Reporting to the General Manager, Sustainable Investment & Planning, you’ll work closely with senior leaders across Investments and partner teams (including risk, finance, investment operations and investment legal) to align assumptions, tradeoffs and delivery commitments and provide highquality reporting for executive and committee forums.
Day to day, you'll:
Lead the multiyear planning process across the Investments business area, ensuring alignment with ART’s enterprise strategy and long-term investment outcomes.
Shape strategic options and recommendations for senior leaders including prioritisation, sequencing, interdependencies and key tradeoffs.
Partner with internal stakeholders to align inputs and drive endtoend development and execution of multiyear business plans.
Oversee the delivery of strategic initiatives, including defining success measures and tracking outcomes.
Provide highquality insights, reports and recommendations to senior leadership and the Investment Committee on progress, outcomes, risks and opportunities.
Monitor industry, regulatory and market developments to inform strategic priorities.
Build and maintain strong relationships with internal and external stakeholders.
Represent ART on committees and at industry forums, contributing thought leadership and enhancing our brand.
Lead, develop and support a highperforming team in an inclusive and valuesdriven environment.
This role is a permanent opportunity.
Location: Sydney or Brisbane.
About you
You're a strategic thinker who can connect the dots across a complex function turning ambition into aligned, executable multi-year roadmap. You are a natural collaborator with experience in investments and the ability to influence senior stakeholders through clear, evidence-based recommendations. You’ll likely tick some of these boxes:
You hold relevant tertiary qualifications, with a degree or postgraduate qualification in finance, investments, economics, commerce, engineering or a related discipline.
You have deep experience in the investments industry, with strong knowledge of legislation, regulation, market dynamics, risk return optimisation and emerging industry trends.
You bring exceptional research and analytical capability, using data, insights and evidence to inform strategic, innovative thinking.
You’re highly skilled in stakeholder management and negotiation, and you’re comfortable influencing senior leaders and executive audiences.
You’ve successfully led and developed teams, and you’ll foster an inclusive, high performance culture that supports growth and delivery.
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 Sunday, 12 April 2026.
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.
#hybrid
💡 Quick Summary
Seeking a career-building opportunity? The Senior Portfolio Manager - Planning position is now open for candidates interested in the Finance sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.