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About the Role

An opportunity has arisen for an experienced and forward-thinking investment professional to step into the role of Head of Portfolio Construction. This newly created role offers a rare opportunity to join a highly regarded investment function at an important point in its evolution. Reporting to the Executive General Manager, Investment Strategy, you'll play a critical role in shaping how Challenger's investment strategy is implemented across the insurance balance sheet. Working closely with stakeholders across the business, you'll apply your fixed income expertise, investment judgement and portfolio construction capabilities to deliver efficient, scalable and well-governed portfolio outcomes.

Responsibilities

Own the investment metrics that underpin portfolio construction, including risk, return, liquidity, capacity and execution considerations.
Partner with Investment Strategy, Fund CIOs and Asset Management teams to translate strategic asset allocation into implementable portfolios.
Provide portfolio construction expertise and implementation insights to support investment decision-making and portfolio positioning.
Identify portfolio construction and implementation opportunities that improve efficiency and strengthen investment outcomes.
Ensure portfolio decisions are implemented within approved investment guidelines, regulatory requirements and operational constraints.
Drive enhancements to portfolio analytics, reporting, systems and investment infrastructure.
Contribute to Board, Investment Committee and senior leadership reporting.
Act as a key liaison across Investments, Operations, Finance, Product and Risk teams.

Requirements

Significant expertise in fixed income and credit markets, complemented by a strong understanding of portfolio construction, implementation and institutional investing.
A track record of influencing investment decisions and delivering portfolio outcomes within a complex investment environment.
Comfortable operating in a highly visible role, working closely with senior investment leaders and a broad range of stakeholders.
Strong investment markets expertise, with a sound understanding of fixed income, credit and multi-asset portfolio construction.
5-10+ years' experience in investment management, portfolio construction, asset allocation, portfolio implementation or a related discipline.
Experience assessing risk and return trade-offs, developing investment insights and supporting portfolio positioning decisions.
Strong commercial judgement, analytical capability and problem-solving skills.
The ability to communicate complex investment concepts and recommendations to senior stakeholders with clarity and influence.
A collaborative approach and a genuine interest in building relationships across a broad investment ecosystem.
A continuous improvement mindset, with an interest in enhancing portfolio processes, analytics and decision-making frameworks.

Skills

Fixed income
Credit markets
Portfolio construction
Portfolio implementation
Institutional investing
Investment markets expertise
Multi-asset portfolio construction
Risk and return trade-offs assessment
Investment insights development
Portfolio positioning
Commercial judgement
Analytical capability
Problem-solving
Communication
Collaboration
Relationship building
Continuous improvement mindset
Portfolio analytics
Reporting
Systems enhancement
Investment infrastructure enhancement

Location

Sydney, Australia

Work Type

Hybrid
Permanent

Experience Level

5-10+ years

Education Level

Relevant tertiary qualifications in Finance, Economics, Commerce or a related discipline.
CFA or an equivalent professional qualification will be highly regarded.

Benefits

Discretionary bonus scheme
Employee share plan
Eighteen weeks paid leave for all new parents
Flexibility on when, and how, parental leave is taken
Challenger Day – one extra day off every year
Subsidised on-site café
Fantastic central location a stone's throw from Martin Place Metro
Additional support leave (fertility treatment leave, gender affirmation leave)
Access to Fitness Passport

About the Company

Challenger Limited is an ASX-listed investment management firm managing $128.2 billion in assets (as at 31 December 2025).
Life with us is fast moving and always exciting.
Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement.
We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
We support your growth and development, offer flexibility, and value the unique contributions people bring.
Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen.
Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career.

Equal Opportunity

We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work-life balance.
Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI), the national benchmark for LGBTQ+ workplace inclusion.