1 day ago

Portfolio Manager, Australian Equities

Rest

Melbourne

1 day ago

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Rest, one of Australia's largest profit-to-member superannuation funds, is seeking an experienced Portfolio Manager / Senior Investment Analyst for its Australian Equities team in Melbourne. The role involves identifying, researching, and recommending high-conviction investment opportunities through deep fundamental analysis, with a focus on delivering long-term excess returns for members.

AI-enabledOn-siteFull-timeSeniorAustralian Equities InvestingFinancial Modelling

Portfolio Manager, Australian Equities

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AI-enabledOn-siteFull-timeSeniorAustralian Equities Investing

Salary

Not specified

Work Location

Melbourne, Victoria, Australia, AU

Work Model

On-site

Experience Required

5 years

Employment Type

Full-time

Experience Level

Typically five or more years of relevant experience

Core Qualifications

Technical (Must-have)

Australian equities investingFinancial modellingValuationCompany analysisInvestment riskFundamental researchAccountingScenario analysisManagement assessmentIndustry structureCompetitive advantagePrimary researchData analysisAI tools

Soft Skills

Intellectual curiosityAnalytical rigourCommercial judgementIndependent thinkingCommunicationCollaborationConfidenceContinuous learningResourcefulnessEthical

Preferred Qualifications

Technical (Nice-to-have)

CFACACPAPostgraduate qualification

Key Responsibilities

•Identify and recommend high-conviction investment opportunities across Australian equities and adjacent opportunities.
•Develop clear investment recommendations that articulate valuation, catalysts, risk factors, time horizon and portfolio implications.
•Analyse financial statements, company strategy, industry structure and competitive positioning.
•Build and maintain financial models, valuation frameworks and scenario analysis.
•Continuously refine investment theses as new information emerges.
•Undertake extensive primary research through engagement with management teams, customers, suppliers, competitors, industry specialists and site visits.
•Focus research efforts on the questions most likely to influence investment outcomes.
•Monitor portfolio and non-portfolio positions.
•Identify thesis drift, emerging risks and changing market dynamics.
•Make timely recommendations on buying, holding, selling and position sizing.
•Challenge assumptions constructively and contribute independent judgement.
•Share insights, evidence and research findings to improve team outcomes.
•Utilise data and AI-enabled tools to strengthen research quality and investment effectiveness.
•Adhere to governance, responsible investment and risk management requirements.

Portfolio ManagerAustralian EquitiesInvestmentFinancial ServicesSuperannuationMelbourneFull-timeOn-siteSenior

Core Qualifications

Technical (Must-have)

Soft Skills

Intellectual curiosityAnalytical rigourCommercial judgementIndependent thinkingCommunicationCollaborationConfidenceContinuous learningResourcefulnessEthical

Key Responsibilities

•Identify and recommend high-conviction investment opportunities across Australian equities and adjacent opportunities.

•Develop clear investment recommendations that articulate valuation, catalysts, risk factors, time horizon and portfolio implications.

•Analyse financial statements, company strategy, industry structure and competitive positioning.

•Build and maintain financial models, valuation frameworks and scenario analysis.

•Continuously refine investment theses as new information emerges.

•Undertake extensive primary research through engagement with management teams, customers, suppliers, competitors, industry specialists and site visits.

•Focus research efforts on the questions most likely to influence investment outcomes.

•Monitor portfolio and non-portfolio positions.

•Identify thesis drift, emerging risks and changing market dynamics.

•Make timely recommendations on buying, holding, selling and position sizing.

•Challenge assumptions constructively and contribute independent judgement.

•Share insights, evidence and research findings to improve team outcomes.

•Utilise data and AI-enabled tools to strengthen research quality and investment effectiveness.

•Adhere to governance, responsible investment and risk management requirements.