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 opportunityAs 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 responsibilitiesGenerate investment ideasIdentify 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 researchAnalyse 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 insightsUndertake 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 outcomesMonitor 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 makingChallenge 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 youYou 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 managementAdvanced financial modelling and valuation skillsDeep understanding of company analysis and investment riskA demonstrated ability to form independent investment viewsStrong written and verbal communication skillsA collaborative approach coupled with confidence to challenge thinking when requiredA commitment to continuous learning and investment excellence
