The company

Join a globally recognised financial services organisation with a strong presence in the Australian market and a reputation for innovation, and long-term value creation. This organisation manages a substantial, multi-billion-dollar investment portfolio and is known for its disciplined investment approach, strong risk culture, and commitment to sustainability and responsible investing. You'll be part of a high-performing, collaborative environment that offers genuine flexibility and good career development opportunities

The role

This is a senior and highly visible position, reporting to the Chief Investment Officer, where you will play a key role in managing and steering a large-scale investment portfolio. You will be responsible for shaping and executing investment strategy, with a strong focus on fixed income, asset allocation, and portfolio performance. The role blends strategic thinking with hands-on portfolio oversight, stakeholder engagement, and leadership responsibilities.

Key responsibilities include:

- Managing portfolio performance, asset allocation, liquidity, and ALM across core mandates
- Developing and implementing investment strategies aligned with risk appetite and regulatory frameworks
- Providing market insights and contributing to tactical asset allocation decisions
- Overseeing external and internal asset managers, including performance monitoring and risk assessment
- Supporting ESG initiatives, including sustainable investment strategies and decarbonisation efforts




- Preparing and delivering investment reporting to senior leadership and Board committees
- Leading, mentoring, and developing team members

Ideal skills and experience

You are an experienced investment professional with a robust technical foundation and the ability to influence at senior levels.

Key requirements include:

- Strong experience within insurance, asset management, or large financial institutions
- Tertiary qualifications in Finance, Commerce, or a related discipline (CFA or similar highly regarded)
- Strong expertise in fixed income and portfolio management, including duration, spreads, and performance attribution
- Deep understanding of asset allocation, ALM, and portfolio construction
- Robust stakeholder management and communication skills, with experience engaging senior executives
- High attention to detail, with excellent organisational and prioritisation capabilities

What's in it for you

- Opportunity to manage a significant institutional portfolio with real strategic impact
- Exposure to senior leadership and Board-level decision making
- A collaborative, high-performing team environment
- Flexible working arrangements
- Strong focus on professional development and career progression
- The chance to contribute to sustainable and forward-thinking investment strategies

To apply please click on the link or contact Lewis Matheson

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📌 Investment Manager - Fixed Income (Sydney)
🏢 Important Business
📍 Sydney