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Portfolio Analyst - Portfolio Solutions - Job Opportunity at Australian Unity

Melbourne, Australia
Full-time
Mid-level
Posted: August 15, 2025
On-site
AUD 85,000 - 105,000 per year plus bonus. This estimate reflects the mid-level experience requirements, Melbourne market conditions, and the specialized nature of multi-asset portfolio management within a significant financial services organization managing $3 billion in assets.

Benefits

Competitive bonus program tied to performance outcomes providing additional compensation beyond base salary
Enhanced wellbeing leave allocation including community service days demonstrating progressive work-life balance approach
Comprehensive 14-week paid parental leave with equal benefits for both parents, significantly above Australian minimum standards
Employee referral program with financial incentives for successful candidate placements
Professional employee assistance program extending support to partners and family members
Extensive retail and lifestyle discount program through Maxxia Rewards covering entertainment, travel, and consumer goods
Preferential rates on Australian Unity insurance products and financial services providing direct cost savings
Access to LinkedIn Learning professional development platform supporting continuous skill enhancement

Key Responsibilities

Develop and maintain sophisticated financial models encompassing portfolio cashflow optimization, investment return forecasting, and regulatory capital requirement calculations that directly impact $3 billion in assets under management
Execute strategic portfolio cash management and liquidity planning through monitoring client cashflow patterns and identifying optimal reinvestment opportunities across multi-asset class portfolios
Drive investment decision implementation by recommending and executing transactions across diverse investment strategies while ensuring alignment with performance and risk objectives
Support senior investment professionals in delivering comprehensive portfolio performance validation, client reporting, and regulatory attestations that maintain stakeholder confidence and regulatory compliance
Establish and maintain external manager relationships ensuring adherence to portfolio constraints and investment mandates while contributing to manager selection and oversight processes
Provide critical portfolio metrics and risk analysis to compliance teams while reviewing manager policies to ensure alignment with Australian Unity's investment standards and governance frameworks

Requirements

Education

Degree qualified in finance / commerce

Experience

3-5 years' investment experience, within an investment advisory, investment management, investment strategy, investment risk and/or manager-of-managers environment, working for a leading asset consultant, insurer, superannuation fund, retail multi-manager platform or asset manager

Required Skills

Well established verbal and written communication skills Demonstrable quantitative analysis capability Proficiency in the use of financial markets investment and analysis tools such as Bloomberg / Thinkfolio / Factset Experience in asset allocation management Investment manager analysis and selection Multi-asset portfolio analysis / management

Certifications

Progress towards post-graduate investment management qualifications (such as CIMA, Masters or CFA) highly regarded
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Sauge AI Market Intelligence

Industry Trends

The Australian investment management industry is experiencing significant consolidation, as evidenced by Australian Unity's recent $1.1 billion IOOF friendly society acquisition, creating opportunities for portfolio analysts to work with larger, more complex asset pools and gain exposure to integration processes that are becoming increasingly common in the sector. Regulatory frameworks in Australian investment management are strengthening, particularly around governance and compliance requirements, driving demand for portfolio analysts who can navigate complex prudential capital requirements and maintain robust reporting standards across multiple regulatory environments. The shift toward multi-asset class and liability-driven investment strategies is accelerating in the Australian market, particularly within the superannuation and insurance sectors, requiring portfolio analysts with sophisticated modeling capabilities and cross-asset class expertise to meet evolving client demands.

Role Significance

Typically operates within a 5-8 person portfolio solutions team, reporting to Senior Portfolio Managers and working alongside Senior Portfolio Analysts, with regular interaction across the broader Office of the Chief Investment Officer encompassing approximately 15-20 investment professionals.
This is a mid-level analytical role with significant responsibility for supporting investment decisions across $3 billion in assets. The position offers substantial exposure to senior investment professionals while maintaining direct client impact through portfolio management and reporting responsibilities, positioning it as a stepping stone to senior portfolio management roles.

Key Projects

Integration of newly acquired investment portfolios and systems following corporate acquisitions, requiring detailed analysis and modeling of combined asset pools Implementation of enhanced governance frameworks for corporate investment portfolios, involving policy development and compliance system upgrades Expansion and oversight of external investment manager relationships, including due diligence, selection, and ongoing monitoring processes

Success Factors

Developing sophisticated quantitative modeling capabilities that can handle complex multi-asset portfolios across different regulatory frameworks, as the role requires managing investments for entities with varying compliance requirements and investment objectives. Building strong relationships with external investment managers and internal stakeholders, as the position serves as a critical liaison between Australian Unity's investment team and external partners while supporting client-facing activities. Mastering regulatory and compliance requirements across multiple entity types, given the role's responsibility for managing portfolios across Australian Unity Limited, Health, Funds Management, and Friendly Society entities, each with distinct regulatory obligations. Demonstrating precision in execution and attention to detail, as investment decisions and portfolio management activities directly impact member outcomes and regulatory compliance across billions of dollars in assets under management.

Market Demand

High demand driven by industry consolidation, regulatory complexity, and the growing sophistication of Australian institutional investment strategies, particularly in the superannuation and insurance sectors where specialized portfolio management expertise is increasingly valued.

Important Skills

Critical Skills

Quantitative analysis and financial modeling capabilities are essential as the role requires building and maintaining complex portfolio models encompassing cashflow forecasting, risk assessment, and regulatory capital calculations across multiple asset classes and regulatory frameworks. Communication skills are vital for success as the position requires regular interaction with senior investment professionals, external managers, and clients, along with preparation of detailed reports and presentations that influence significant investment decisions. Proficiency with institutional investment platforms such as Bloomberg, FactSet, or Thinkfolio is critical for daily portfolio monitoring, analysis, and reporting activities, with these systems forming the backbone of professional investment management processes.

Beneficial Skills

CFA Charter or progress toward completion demonstrates commitment to the investment profession and provides the theoretical framework necessary for advanced portfolio management responsibilities, increasingly expected for career progression in institutional investment management. Experience with asset allocation and multi-asset portfolio construction aligns with Australian Unity's diversified investment approach and the industry trend toward sophisticated portfolio solutions that span traditional asset class boundaries. Understanding of Australian regulatory frameworks, particularly those governing superannuation, insurance, and friendly societies, provides significant value given Australian Unity's diverse entity structure and regulatory compliance requirements.

Unique Aspects

Opportunity to work across multiple regulated entities within a single organization, providing exceptional exposure to diverse regulatory frameworks and investment structures that would typically require working at multiple firms to experience.
Direct involvement in significant corporate acquisitions and integration processes, offering hands-on experience with large-scale portfolio consolidation and system integration that enhances professional development and market expertise.
Access to a unique social enterprise investment philosophy that balances commercial returns with community benefit, providing experience with impact-oriented investment strategies that are increasingly important in the Australian institutional investment landscape.
Exposure to the complete investment value chain from strategy development through execution and reporting across health, wealth, and care sectors, offering broader industry knowledge than traditional single-sector investment roles.

Career Growth

Progression to senior analyst level typically occurs within 2-3 years, with advancement to portfolio manager roles possible within 4-6 years given strong performance and continued professional development through CFA or similar qualifications.

Potential Next Roles

Senior Portfolio Analyst positions with expanded analytical responsibilities and team leadership components Senior Portfolio Manager roles with direct client relationship management and investment strategy development responsibilities Investment Strategy roles focusing on asset allocation and portfolio construction across institutional clients Investment Risk Management positions specializing in multi-asset portfolio risk assessment and mitigation

Company Overview

Australian Unity

Australian Unity operates as Australia's first wellbeing company, established in 1840, functioning as a social enterprise that combines commercial success with community benefit. The organization manages approximately $3 billion in assets across health, wealth, and care services, positioning it as a mid-tier player in the Australian financial services landscape with significant scale and institutional presence.

Australian Unity holds a distinctive position in the Australian market as a mutual organization competing with larger commercial players, leveraging its social enterprise model and long-term member focus to differentiate itself in investment management, health insurance, and aged care services.
Based in Melbourne, Australian Unity maintains a strong presence across Australian capital cities with particular strength in Victoria and growing national footprint, offering portfolio analysts exposure to diverse regional investment opportunities and client bases across Australia.
The organization emphasizes purpose-driven work focused on member wellbeing and community benefit, creating an environment where investment professionals can align commercial success with social impact, supported by comprehensive professional development and progressive employment benefits.
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