Portfolio Analyst - Private Equity

Join Australian Retirement Trust as our Portfolio Analyst - Private Equity. Support investment strategies through detailed research, analysis, reporting, and financial modelling while working alongside experienced investment professionals. This is your chance to contribute to private equity portfolio construction, investment selection, and ongoing portfolio management, helping deliver strong outcomes for millions of members while building your career.

Description
We're all about helping our members make the most of their money. And while they go after their goals, you can too. As a Portfolio Analyst - Private Equity, you'll play an important role in supporting the Growth Assets team through high-quality research, analysis, reporting, and investment insights. You'll work closely with portfolio managers and senior investment professionals to help execute investment strategies and ensure decisions align with members' best financial interests.

You'll contribute to private equity portfolio management activities, including performance reporting, valuation and forecasting support, stakeholder engagement, governance activities, and strategic initiatives. This is an excellent opportunity to build your investment expertise while working across a sophisticated portfolio with exposure to domestic and international markets.

This role is a permanent opportunity and is based in Brisbane or Sydney.

Responsibilities
Day to day, you'll:

• Undertake investment research and analysis to support portfolio management and investment decision-making.
• Build, maintain and enhance forecasting models and valuation tools.
• Contribute insights that help shape private equity investment strategy.
• Develop and deliver accurate and timely performance reporting.
• Build trusted relationships with internal stakeholders and external partners.
• Support negotiations, analysis and reporting activities relating to investment opportunities and partnerships.
• Fulfil governance, compliance and risk management obligations to a high standard.
• Participate in strategic initiatives and continuous improvement activities across the investment function.

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, commerce or economics.
• Your understanding of the Australian superannuation industry enables you to connect investment decisions with member outcomes.
• You'll bring strong research and analytical capability with a keen eye for detail.
• You're experienced in building relationships and working effectively with a range of stakeholders.
• You demonstrate excellent written and verbal communication skills.
• Your proficiency with investment systems and reporting tools allows you to work efficiently and accurately.
• You'll have experience or an interest in private equity, financial modelling and valuation principles.
• You're a collaborative team player with strategic and creative thinking capability.

About us
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. Applications close Wednesday, 2 September 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.

Why join us
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.
• 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.