Investments Lead

At RACQ, our members are at the heart of everything we do. As Investment Lead, you will play a critical role in supporting the stewardship of RACQ's investment portfolio, capital and liquidity position, helping ensure the organisation remains financially strong, sustainable and well-positioned to deliver value to members into the future. Working closely with senior leaders and trusted external advisers, you will provide specialist investment expertise, robust analysis and governance oversight to support strategic decision-making across the Group.

At RACQ, we’re good people doing good things, making a positive impact every day, with opportunities to learn, grow, and be more.

About the role

As the Investment Lead, you will be responsible for the implementation and ongoing operation of RACQ's investment governance framework, investment portfolio oversight and treasury management activities. You will act as RACQ's key operational liaison with external investment advisers and support investment performance, liquidity management, capital management and governance reporting.

• Support the implementation and ongoing operation of RACQ's Investment, Capital and Liquidity Management frameworks.
• Monitor portfolio performance, asset allocation, investment managers, liquidity positions and compliance with approved mandates and policies.
• Prepare investment analysis, scenario modelling and recommendations to support informed investment and treasury decisions.
• Support Strategic Asset Allocation implementation, portfolio rebalancing activities and mandate monitoring.
• Coordinate external investment advisers, fund managers, custodians, banking partners and other service providers.
• Contribute to capital forecasting, liquidity planning, cash flow analysis and capital adequacy monitoring.
• Prepare high-quality governance, investment performance and Board, Committee and Executive reporting.
• Identify, monitor and escalate investment, liquidity and governance risks while promoting strong controls and compliance practices.

About you

To be successful in this role, you will bring

• A degree in Finance, Commerce, Economics, Accounting, Investments, Treasury or a related discipline.
• Significant experience in investment management, treasury, capital management or institutional portfolio oversight.
• Strong knowledge of investment governance frameworks, Strategic Asset Allocation implementation and portfolio monitoring.
• Experience working with external investment advisers, fund managers, custodians and financial service providers.
• Advanced analytical, financial modelling and Excel capabilities, with the ability to translate complex data into actionable insights.
• Exceptional communication and influencing skills, including experience preparing reports and recommendations for Executive, Committee and Board audiences.

Highly regarded

• Professional qualifications such as CFA, CPA, CA, FINSIA or Treasury accreditation.
• Experience within financial services, member-based organisations or APRA-regulated environments.
• Knowledge of responsible investment practices, ESG considerations and alternative investment asset classes.

Join RACQ and play a key role in protecting and growing the financial foundations that support our members, our purpose and our future.

Why join RACQ?

RACQ is here to drive a better future for all Queenslanders. With more than 1.7 million members, we’re built on helping people when they need it most. Join our team and play a part in supporting our members to move and live safely, securely and sustainably. We’re evolving with smarter, more sustainable solutions that make a real difference across Queensland. And while our reach is big, we stay small enough to support your career with care. At RACQ, you’ll find a flexible, inclusive workplace where everyone is valued, supported and empowered to thrive. Learn more about our culture and our commitment to diversity and inclusion at About us | RACQ https://www.racq.com.au/about-us

Why you’ll love working at RACQ

At RACQ, we support your work, wellbeing and career through benefits that matter.

• Free RACQ roadside assistance from day one

Enjoy complimentary RACQ Everyday Roadside Assistance, renewed annually.

• Exclusive employee discounts

Access discounts across RACQ products and partner offers including banking, insurance, solar, vehicle care, retail and travel.

• Wellbeing that goes beyond the basics

Take advantage of onsite health checks, flu vaccinations, wellbeing rooms, digital wellbeing resources and discounted private health insurance.

• Flexibility that works for real life

• Our weFLEX approach supports balance, performance and collaboration—whether you’re working from home, the office, or a mix of both.
• Explore all our employee benefits at https://www.racq.com.au/about-us/careers/employee-benefits
• Ready to apply to do good stuff daily?
• Successful candidates will be asked to complete background checks to progress their application.

Adjustments & Support

We’re committed to creating an inclusive and accessible recruitment experience for everyone. If you need any adjustments or support at any stage of the process, please reach out to [email protected] for a confidential and supportive conversation or visit http://www.racq.com.au/about/careers/our-recruitment-process

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