Senior Investment Analyst, Strategy & Dynamic Asset Allocation

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds.

We support more than two million members, with around $100 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

Reporting to the Portfolio Manager, Strategy and Dynamic Asset Allocation this role will contribute to the portfolio management of Rest’s multi-asset investment options and dynamic asset allocation positioning. They will drive the development of Rest’s multi-asset fundamental and quantitative research processes, as well supporting internal portfolio management analysis and reporting functions.

Key Accountabilities/Responsibilities

• Undertake market, economic and investment research for use in asset class valuations, portfolio construction and implementation.
• Develop quantitative models used to inform idea generation and dynamic asset allocation decision-making.
• Follow macroeconomic and asset class specific information and news flow and synthesize into implications, opportunities and risks for investment strategy.
• Develop fundamental market views and communicate them across the broader Investments team to inform portfolio construction and facilitate a total portfolio approach to investing.
• Contribute to the daily portfolio management and oversight of all of Rest’s Options, ensuring portfolios are invested to reflect investment strategy views and in line with target asset allocations.
• Contribute to the analysis and compilation of data used in investment reporting and decision making, including reporting to the Board and Investment sub-committee, including the forecasting of private markets deployment schedules.
• Contribute to the development of stochastic capital market assumption models and undertake analysis on the expected impacts of market, economic and climate scenarios on portfolio positioning.
• Undertake analysis on portfolio positioning and exposures to contribute to portfolio management and rebalancing decisions.