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Head of Asset Allocation (JBWere)

  • Own strategic and tactical asset allocation across a leading wealth platform 

  • Influence portfolio positioning, currency strategy and investment outcomes 

  • Become a trusted voice for advisers and clients on markets and investment strategy 

Our people are customer obsessed. They work in close partnership to prioritise customer needs and deliver exceptional outcomes. This collaborative mindset enables innovation and builds enduring customer relationships supporting our ambition to be the most customer‑centric company in Australia and New Zealand.  

In the role of Head of Asset Allocation, you will work closely with our Private Wealth & JBWere team, contributing to key business priorities, member of CIO Office investment committees and continuously improving how we serve our clients. 

You’ll make an impact each day by: 

  • Lead a high performing team across strategic and tactical asset allocation across diversified portfolios 

  • Develop capital market assumptions, benchmark frameworks and currency strategy 

  • Drive macroeconomic research and portfolio construction decisions 

  • Enhance portfolio modelling, analytics and investment infrastructure capabilities 

  • Deliver market insights through adviser briefings, publications and client engagement 

You’ll bring to this role: 

  • Deep expertise in asset allocation, portfolio construction and capital markets 

  • Advanced quantitative and analytical capabilities across modelling and investment risk 

  • Strong understanding of macroeconomics and market drivers 

  • Proven leadership experience developing high-performing investment teams.  

  • Significant experience across portfolio management, research or investment strategy 

A diverse and inclusive workplace works better for everyone  
We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all JBWere colleagues’ unique backgrounds and identities are understood, respected and celebrated.  We are committed to providing an environment where you can work your way. 

For details on the recruitment process, and accessibility, please visit https://www.nab.com.au/about-us/careers/apply-for-job.  To discuss adjustment requirements, please contact the NAB Careers team, via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.  

Join JBWere  
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.  

Advertised: AUS Eastern Standard Time

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