Job Description

Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders

Closing date: 25th August 2026

Please note Rest does not accept speculative resumes from recruitment agencies

Rest will review applications prior to the closing date and may close the role earlier

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.

At Rest, we're committed to helping our members achieve a better retirement. With a long-term investment philosophy and a focus on creating sustainable value, we're looking for an experienced investment professional to join our Australian Equities team and contribute directly to generating superior outcomes for millions of Australians.

This is an exciting opportunity to work within a high-performing investment team where rigorous research, independent thinking and disciplined decision making are at the centre of everything we do.

The opportunity

As a Portfolio Manager / Senior Investment Analyst, you will be responsible for identifying, researching and recommending high-conviction investment opportunities across the Australian equity market. Through deep fundamental analysis and differentiated research, you'll help build the information and judgement advantage required to deliver long-term excess returns.

You will bring a strong investor mindset, combining intellectual curiosity, analytical rigour and commercial judgement to evaluate opportunities and make recommendations that influence portfolio construction and investment outcomes.

Key responsibilities

Generate investment ideas

• Identify and recommend high-conviction investment opportunities across Australian equities and adjacent opportunities.
• Develop clear investment recommendations that articulate valuation, catalysts, risk factors, time horizon and portfolio implications.

Conduct deep fundamental research

• Analyse financial statements, company strategy, industry structure and competitive positioning.
• Build and maintain financial models, valuation frameworks and scenario analysis.
• Continuously refine investment theses as new information emerges.

Develop differentiated insights

• Undertake extensive primary research through engagement with management teams, customers, suppliers, competitors, industry specialists and site visits.
• Focus research efforts on the questions most likely to influence investment outcomes.

Drive portfolio outcomes

• Monitor portfolio and non-portfolio positions.
• Identify thesis drift, emerging risks and changing market dynamics.
• Make timely recommendations on buying, holding, selling and position sizing.

Enhance investment decision making

• Challenge assumptions constructively and contribute independent judgement.
• Share insights, evidence and research findings to improve team outcomes.
• Utilise data and AI-enabled tools to strengthen research quality and investment effectiveness.
• Adhere to governance, responsible investment and risk management requirements.

About you

You are an experienced investor with a passion for markets and a proven ability to uncover high-quality investment opportunities.

You will likely bring:

• Strong experience within Australian equities investing, research or portfolio management
• Advanced financial modelling and valuation skills
• Deep understanding of company analysis and investment risk
• A demonstrated ability to form independent investment views
• Strong written and verbal communication skills
• A collaborative approach coupled with confidence to challenge thinking when required
• A commitment to continuous learning and investment excellence

Qualifications

• Candidates from finance, economics, accounting, engineering and science are welcome, as are candidates from the humanities, law and other unconventional backgrounds.
• CFA, CA/CPA or a relevant postgraduate qualification is desirable; a demonstrated record of excellence in the candidate's chosen field is the central requirement.

Required experience, understanding or credentials including:

• Typically five or more years of relevant experience in public equities, investment research, a corporate or industry role, or an adjacent field that has developed transferable investment judgement.
• Demonstrated track record of generating investment ideas that added value, supported by clear attribution and an ability to explain decisions, mistakes and lessons.
• Advanced fundamental research skills across accounting, financial modelling, valuation, scenario analysis, management assessment, industry structure and competitive advantage.
• Strong evidence of primary-research intensity and resourcefulness, including the ability to build trusted relationships, ask incisive questions, visit assets and develop non-consensus insight ethically

Additional Information

Our benefits have been designed so you can tailor your experience with us and include:

• Personal and professional development opportunities
• Hybrid working
• Purchase leave scheme and gender neutral 16 weeks paid parental leave
• Super Contribution Continuation for 12 Months of parental leave
• Linkedin Learning
• Income Protection Insurance
• Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours)
• Rest Stops - meeting free breaks

If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now.

Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best.

We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks.

Please note only people with the right to work in Australia will be considered.

*Funds under management as at 31 July 2025. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022.