Cash & Fixed Interest Dealer
2 weeks ago
TPT Wealth are seeking a Cash & Fixed Interest Dealer to join our team in either Hobart, Tasmania or Sydney, NSW.
As a Cash & Fixed Interest Dealer you will undertake dealing in all fixed interest and interest rate products, assist in the management of TPT Wealth's Income products and portfolios, complete various reporting functions and help drive the ongoing improvement of our business, by investigating how our ways of working can be enhanced.
- _ Portfolio management / trading support_
- Monitoring of portfolio exposures
- Data gathering and risk analysis for existing and new transactions
- Preparation of high quality written reports for Committees
- Ongoing monitoring of economic, issuer and industry developments
- Economic data analysis and contribution to Investment Strategy meetings
- Preparation of a variety of reports covering TPT Wealth's exposures and investments
About us:
TPT Wealth is a major provider of financial products and services including Managed Investments, Wills and Estates, and Commercial Lending.
Established back in 1887, we are a Trustee Company authorised under the Trustee Companies Act 1953 and a wholly owned subsidiary of MyState Ltd.
Our vision is to become a prominent national Wealth business with industry leading expertise in Trustee services, estate planning, income fund management and commercial lending.
We want to provide our clients with simple, contemporary products and services which are enabled by digital technology.-
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