Portfolio Manager, Asset Management Portfolio Manager, Asset Management …

First State Super
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 01 Apr 20
Attractive remuneration package
First State Super
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 01 Apr 20
Attractive remuneration package
Identify and execute on value creation opportunities and implementing best practices from pre-acquisition, initial on-boarding and through to exit.

Portfolio Manager, Asset Management

About us

First State Super was established in 1992 and today, following an integration with StatePlus, we are Australia's largest member owned superannuation and advice fund with more than 780,000 members. We are the custodians of a combined superannuation and retirement savings asset pool of over $100 billion.

Our head office is in Sydney, and we have offices throughout NSW, Victoria, the ACT, Queensland and Western Australia. We have more than 1,100 employees servicing the needs of our members and employers.

As a public offer fund, we are open to anyone. We are a 'profit for member' fund, which means any surplus or profit we generate are used to improve the range and quality of services we provide to members.

The majority of our members are employed in the public sector, education, health and community services, police and emergency services.

Our guiding philosophy is 'members first'. This means our members are always our top priority when we are evaluating new product and service initiatives. Our members really are at the heart of everything we do.

First State Super has been granted the Employer Choice for Gender Equality (EOCGE) citation for 2019. This is the third year in a row we have received this citation, which is a clear representation of our commitment to gender equality in our business.

About the opportunity

Reporting to the Head of Income and Real Assets, the primary purpose of this role is to work alongside the Income & Real Assets teams (particularly the Infrastructure & Real Assets and Property teams) and portfolio investment companies to identify and execute on value creation opportunities and implementing best practices from pre-acquisition, initial on-boarding and through to exit across the direct investments portfolio. The role will also entail overseeing the portfolio construction, and ongoing monitoring and reporting efforts.

The Asset Management function is primarily focused on direct or internally managed investments at FSS. The role of Asset Management is to protect and enhance investment value post acquisition, facilitate strong governance and ESG practices and to ensure FSS is regarded as a desirable investment partner in the market. This opportunity is a Maternity Leave cover position until February 2021.

Key tasks and responsibilities

This role will involve working with the broader First State Super investment deal team, advisers and external counter parties to:

  • Oversee the development and execution of value creation plans for direct investments including: Initial on-boarding and transition plan, Reconciliation of bid to enduring business plan, Talent matters including compensation and KPI's, Independent director hiring and ESG matters;
  • Principal for governance and monitoring of activities that report to the Direct Assets Committee, Management Investment Committee and Investment Committee as applicable;
  • Co-ordinate significant undertakings with the FTC Investment Team and Portfolio Companies including: Capex projects, Add-on investments and integrations, Contract renewals, Regulatory reviews, Refinancing and Exits and/or sell-downs; and
  • Contribute to the investment activities from time to time.

About you

To succeed in this role, you will have an inquisitive and naturally cynical approach to fundamental analysis, will be an innovative problem solver and results driven senior analyst able to display rational decision making ability with limited information under time pressure.
You should be able to demonstrate:

  • Solid and extensive experience with a material component of that gained in a direct investing environment with transactional experience;
  • Strong knowledge of capital markets across the range of traditional and alternative investments both onshore and offshore;
  • Strong research and analytical skills;
  • Extensive stakeholder management capabilities;
  • Strong organisational capabilities and attention to detail; and
  • Governance experience as a director or committee representative (highly desirable).

You will hold strong and suitable academic qualifications specific finance, law or related discipline - an advanced degree or similar qualification in finance or related discipline (Masters or CFA) would be highly regarded.

Your reward

  • Work for a great organisation with industry-leading employee engagement policies and practices as well as an Employer of Choice for Gender Equality (EOCGE)
  • Be part of a collaborative and highly driven team who value the innovation and creativity that diversity of thought brings
  • Opportunity to learn and grow your career

Does this sound like the role for you? We're waiting to hear from you.

Apply now!

Applicants must have the right to work in Australia and will be subject to police and bankruptcy checks.
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