Senior Investment Performance Specialist Brisbane & Sydney

Take hold of a monster opportunity and join our Investment Operations and Performance team as a Senior Investment Performance Specialist. If you’re a good fit for this role and live in Brisbane or Sydney, we’d love you to apply.

Why join us?

• You'll get 14% super as standard, to help your future come alive.
• Unleash your potential and build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

About The Role

We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a Senior Investment Performance Specialist, you will be accountable for delivering high quality performance measurement and attribution insights, configuring and enhancing system-based reporting (including PEARL) and strengthening sustainable BAU processes through automation and migration away from Excel based models.

Day To Day, You'll

• Own end-to-end performance & attribution reporting across investment managers, asset classes and options—delivering accurate, scalable, well-controlled outputs with clear interpretation aligned to governance and senior stakeholder expectations.
• Drive continuous improvement—identify and progress opportunities for automation, efficiency, stronger controls and process enhancements informed by industry best practice.
• Partner closely with Investment teams and stakeholders to gather requirements, clarify objectives, and convert investment needs into fit-for-purpose reporting and analytics.
• Deliver system and automation uplift for BAU reporting (e.g., PEARL configuration/enhancements, testing and parallel runs), reducing reliance on Excel and leveraging SQL/analytics tools to streamline data and processes.
• Provide SME leadership and 2IC support—peer review, coaching, escalation for complex BAU matters, and coordination of competing priorities to ensure critical reporting deadlines are met.

This role is available as a permanent opportunity.

About You

It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

• Strong knowledge of performance measurement and attribution methodologies (e.g. Brinson-Fachler) and stakeholder-focused interpretation.
• Strong experience in investment performance measurement and attribution, either with an investment manager, asset owner, or a custodian.
• Experience analysing multi-asset portfolios and investment structures.
• Experience with data and process controls for performance and attribution (reconciliations, validation and documentation).
• CFA or CIPM (or working towards) is desirable.

About Us

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

Apply online now

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close Sunday, 31 May 2026.

We don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.