Associate Director, Portfolio Strategy and Analyst

Job Description

Create your best future and join Westpac as an Associate Director – Portfolio Strategy and Analyst.

What’s the role?

You’ll shape Private Wealth investment portfolios with clarity and conviction. For each outcome‑based discretionary investment portfolio, you will guide an asset‑allocation framework, test risk‑reward trade‑offs, and use correlation insights to support Portfolio Management. You’ll collaborate with Portfolio Management to lead performance analytics and reporting for investment portfolios, and constantly assess strategy characteristics over time. You will also collaborate with other parts of the Private Wealth Investment Team on adhoc analytic assignments. You’ll pair disciplined governance with bold ideas—adhering to PW Investment & Due Diligence, investment governance and Group policies—so clients feel absolute confidence in every decision. Based in Barangaroo.

What do I need?

• Portfolio construction mastery—asset allocation, diversification and risk metrics—to turn insight into action.
• Performance analytics leadership—you’ll turn complex data into clear, confident narratives and reports.
• Stakeholder excellence—collaboration, presentation and communication that win trust with clients and committees.
• Governance discipline—you live our policies, accreditations, records management and service standards.
• Outstanding planning, sound judgment and risk management—plus the autonomy to develop business with integrity.

Why join us? 

We’re obsessed with becoming our customers #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that:

• Special offers on banking products and discounts from top brands, including generous employee-only mortgage rates!
• Flexible work arrangements to help you achieve a greater work/life balance, and a variety of leave options including Culture, Lifestyle and Wellbeing leave. 
• Tailored learning and development opportunities to help your grow your career within the bank. 
• Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives

Create your future today

To get started, simply click on the APPLY or APPLY NOW button

We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on ourwebsite.