Head of Portfolio Construction and Risk

Are you an experienced investment professional with a passion for portfolio construction, risk management, and delivering innovative investment solutions? We're looking for a Head of Portfolio Construction and Risk to join our Asset Management team, where you'll play a pivotal role in shaping and implementing multi-asset investment strategies while enhancing our risk management framework.

Reporting to the Chief Investment Officer, this newly created role offers the opportunity to influence strategic investment decisions, develop tailored portfolio solutions for diverse client cohorts, and strengthen the risk capabilities that support Equity Trustees' growing Asset Management business. You'll work closely with internal stakeholders, investment managers, consultants, and service providers to deliver high-quality outcomes for our clients.

What You'll Do

Lead the portfolio construction and implementation of multi-asset investment solutions, including the development of tailored model portfolios for specific client cohortsPerform detailed asset allocation modelling and develop capital market assumptions to support Strategic Asset Allocation decisions and long-term client outcomesResearch, evaluate and select investment managers, strategies and products across asset classes to meet investment objectivesContribute as a voting member of the Asset Allocation Committee and provide insights to strategic and tactical asset allocation decisionsReview and enhance the Asset Management Risk Framework, including the development of improved portfolio risk measurement and reporting capabilitiesAssess and support the implementation of risk management systems and processes to strengthen investment governance and oversightBuild strong relationships with internal stakeholders, external clients, consultants and service providers to support the successful delivery of investment solutionsEnsure all activities are conducted in accordance with regulatory obligations, risk management frameworks and company policies

What you'll need to succeed:

10+ years' experience in investment management, portfolio construction, asset allocation or a related funds management disciplineDemonstrated expertise across investment markets and portfolio management, including a strong understanding of fixed income and multi-asset investment strategiesExperience developing capital market assumptions, managing asset allocation frameworks and assessing risk and return outcomesExperience in investment manager research and selection, or the ability to critically assess investment solutions and opportunitiesStrong knowledge of investment risk management frameworks, systems and reporting methodologiesExceptional stakeholder management and communication skills, with the ability to influence and build credibility across a broad range of audiencesExperience presenting investment capabilities and recommendations to senior stakeholders and clientsA continuous improvement mindset, strong analytical capability and a collaborative, team-focused approachTertiary qualifications in economics, business, finance, law or a related discipline

What we offer:

A warm, open, and supportive cultureAn attractive remuneration package, including reward and recognition programsAn employee wellness program, including discounted health insurance and an employee assistance programA workplace volunteering and giving program to enable you to help others in the communityWe are proud to be part of the Top 30 Best Workplaces to Giveback 2024Discounted tax and estate planning services16 weeks paid parental leave for the primary carerGreat central CBD location, modern office fit-out and end-of-trip facilitiesFlexible/Hybrid working environment

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is over 145 years strong and growing. Apply now to be part of a successful contemporary trustee company!