About Future Group

Future Group is not your traditional financial services company – we're a collective of super funds and services committed to changing our planet now for a better tomorrow. When you join us, you’ll become part of a team united by a clear and important mission: to lead the investment movement by advocating and campaigning for a future worth retiring into.

We are looking for a portfolio manager to join our institutional investment management team and play a pivotal role in advancing our private market investment portfolios, driving collaborative research, and assisting with defining our long term investment strategy. Additionally, in this role collaboration with the Chief Investment Officer, our Investment Committee, and relevant client stakeholders is essential, including the need to lead conversations and bring the stakeholders along on the investment journey.  

We are looking for an individual, who can identify, long term, thesis driven private market strategies and offer the opportunity to provide long term outperformance, for our members. Your north star is all things investments. Your guardrails are your desire to help us deliver strong investment returns and your belief that the right investments can bring about change that can be beneficial for all.

And the best bit, you’ll get to work with some fantastic like-minded people! 

The issues we face are complex, so we believe the more diverse our team is, the better our solutions become. We strongly encourage applications from people with diverse lived experience and identities. We are a team that is all about building a strong, high-performing workplace culture, where we are always learning and doing better together, and hold ourselves accountable to our values.

Future Group values lived experience and we encourage applications from people with Aboriginal and/or Torres Strait Islander backgrounds, who have caring responsibilities, from culturally and racially marginalised groups, people with disability, people who experience ageism, LGBTQIA+ people, and people who experience social exclusion because of their social class.

If you require any adjustments throughout the recruitment process, please reach out to our talent team at [email protected] using the subject line: Portfolio Manager enquiry via EthicalJobs. We want to ensure our recruitment process is equitable for all, and we’ll happily make any reasonable adjustments where required.

You’ll love this job if:

• You get satisfaction from searching for and researching complex private market opportunities. You are focused on achieving strong returns while often investing to benefit the climate and impact society
• You love sharing your ideas and seeing what happens. At Future Group, you're not just a small fish in a big pond. Your contributions have a direct influence on our impact and how we work
• You like to be kept on your toes - change is inevitable here. You like to tackle new challenges, and maybe even discover talents you never knew you had
• You rate your analytical skills and communication skills as top notch and have the ability to conduct thorough analysis of private market sub-segments, investment opportunities, and manager performance and in turn can articulate well-reasoned views, write clear and concise reports and effectively engage with stakeholders. 
• You are collaborative by nature, you like to work closely with your colleagues to ensure cohesive decision making and effective teamwork
• Ethical integrity is a core component of your investment ethos and decision making process.

We’re looking for someone who:

• Believes in Future Group’s mission, in leading the divestment of fossil fuels, and in using the power of money to build a sustainable and equitable world.
• Holds a Bachelor’s degree in Commerce, Business, or Finance and ideally has a postgraduate qualification or industry certification. 
• Possesses at least 5 years of relevant experience with comparable organisations, such as Superannuation, investment banking, funds management, or chartered accounting.
• Demonstrates strong financial modelling and writing skills, with a proven ability to conduct research and analysis leading to actionable investment hypotheses.
• Demonstrates proficiency in financial modelling to support investment selection and portfolio design and has the ability to conduct market thematic research to inform investment decisions.
• Excels in communication, both verbally and in writing, to engage with stakeholders, contribute to written commentary, collaborate effectively within the team and present complex ideas and findings effectively. 
• Exhibits strong analytical skills to assess risk-adjusted returns, evaluate investment opportunities, and contribute to strategic views.
• Familiarity with asset valuation processes and industry best practices.
• Experience in private market sub-segments or alternative investments.

Some nice-to-haves but are not essential are: 

• Being a CFA charterholder, candidate, or having a willingness to complete the program is preferred.
• Knowledge of diverse investment strategies and asset classes.

As the Portfolio Manager you will:

• Maintain and share prospective views for risk-adjusted returns across illiquid market sub-segments and vintages.
• Participate in manager monitoring meetings, ensuring comprehensive coverage and coherent views.
• Implement our Asset Valuation Process for accurate asset valuation.
• Maintain current, informative pacing models for effective portfolio management.
• Author quarterly reports reflecting the team's views.
• Conduct high-quality analysis of investment opportunities and prepare investment papers.
• Ensure compliance with regulations, client instructions, and ethical requirements.
• Collaborate effectively with team members and stakeholders, contributing to commentary writing and prompt reporting of breaches.

Don’t tick all the boxes?- that’s okay, we like thinking outside the box anyway. We value skills, passion and who you are over what you’ve done or where you’ve studied. So if this job strikes a chord, we want to hear from you!

Why would you enjoy working at Future Group?

• A purpose-driven organisation - spend your days working on making this world a better place! The more we grow, the bigger the impact we are making on climate change and inequality
• A B Corp organisation that cares about how it behaves inside and out
• AFR’s Best Place to Work 2022 for the banking, superannuation and financial services sector 
• Flexibility to fit work into your life (not your life around our work). School drop-offs/pick-ups and lunch-time gym sessions are a thing here
• The choice to work from home, from one of our co-working spaces, from anywhere within Australia or even from overseas (for a short period of time)
• The potential to own a piece of the Future Group pie with our unique Employee Share Ownership Program (with some fineprint) 
• Fun company-wide events 
• Progressive, people-focused policies and benefits including Menstrual and Menopausal Leave, Public holidays swaps, Cultural Leave, Mental Health Leave and Gender Affirmation Guidelines and Leave (you can check them out here)
• We offer employee network groups for people from diverse backgrounds: SuperGenders for cisgender women, trans men and women and non-binary folks; SuperGlobal for culturally diverse folks; and SuperPride for LGBTQIA+ folks. The groups are a safe, supportive space for people to share experiences and ideas  
• An inclusive parental leave package, with 20 weeks’ paid parental leave for birthing and non-birthing parents
• A laptop you can use to work remotely plus an allowance to make your working from home setup comfortable   
• Other perks such as access to our Employee Assistance Program (EAP), the ability to purchase leave, novated leasing arrangements for electric vehicles, and a few more to find out

Questions?

Please reach out to our awesome Talent team at [email protected] using the subject line: Portfolio Manager enquiry via EthicalJobs.