Income Assets Portfolio Analyst

2 weeks ago


Melbourne, Victoria, Australia Equity Trustees Full time
We are excited to offer a unique opportunity to join our Asset Management Team.

You will play a key role in managing a traditional cash portfolio and supporting our Fixed Income and Mortgage Fund Portfolio Managers.

Your focus will be on delivering fund management solutions specifically related to defensive or income assets.

If you are passionate about portfolio management and have a keen interest in fixed-income products, this role is perfect for you.

We are open to both part-time and full-time applicants.

About the role:

  • Manage a portfolio of predominantly cash, shortterm deposits, and money market securities
  • Assist in managing a highquality, diversified Australian fixed income portfolio
  • Support the Portfolio Manager in the daily operations of the EQT Mortgage Fund
  • Adhere to investment guidelines and manage risk and compliance
  • Monitor and report on fund credit quality, duration, liquidity, and other risk metrics
  • Conduct basic credit assessment and risk/return modelling
  • Communicate with brokers, counterparties, and product issuers.
  • Execute market transactions
  • Contribute to business growth through increased FUM
  • Build relationships with key internal stakeholders

What you'll need to succeed:

  • Experience in funds management or banking, across front, middle, or back office roles
  • Strong understanding of interest rate products and market dynamics
  • Background in credit lending
  • Proficiency in presenting capabilities to both existing and prospective clients
  • Ability to earn the respect of internal staff and clients quickly
  • Relevant tertiary qualifications in financial markets, such as economics, business, or law
  • RG14 general advice certification

What we offer:

  • A warm, open, and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 202
  • Discounted tax and estate planning services
  • Great central CBD location, Modern office fitout and endoftrip facilities.
  • Flexible/Hybrid working environment

About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations.

As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

LI-Hybrid

  • Melbourne, Victoria, Australia Equity Trustees Full time

    We are excited to offer a unique opportunity to join our Asset Management Team. You will play a key role in managing a traditional cash portfolio and supporting our Fixed Income and Mortgage Fund Portfolio Managers. Your focus will be on delivering fund management solutions specifically related to defensive or income assets. If you are passionate about...


  • Melbourne, Victoria, Australia Equity Trustees Full time

    We are excited to offer a unique opportunity to join our Asset Management Team. You will play a key role in managing a traditional cash portfolio and supporting our Fixed Income and Mortgage Fund Portfolio Managers. Your focus will be on delivering fund management solutions specifically related to defensive or income assets. If you are passionate about...

  • Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Yarra Capital Management Full time

    Full time Add expected salary to your profile for insights Yarra Capital Management is a leading independent fund manager, providing investment products to domestic and international clients with $20 billion under management. We offer our clients access to a range of actively managed fundamental equity, fixed income and multi-asset capabilities. With...

  • Asset Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Ventia Pty Limited Full time

    About The RoleVentia have been engaged by the DJCS (Department of Justice and Community Safety) to provide integrated Facility Management services incorporating planned, remedial and reactive maintenance services, ad hoc services, and soft services including cleaning, ground, pest, and waste streams.The Department has a diverse and complex property...

  • Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia TQSolutions Full time

    For 27 years, ISPT has invested in property, developing and creating vibrant, meaningful places for people to work, shop and enjoy. We are committed to supporting Australians in retirement and creating sustainable communities. Our purpose is to develop and grow together to create a better future for all.At ISPT, we have over $21B in funds under management...

  • Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Profusion Group Full time

    WFH - no pressure to return to the office full-time days in) Familyfriendly culture: Work/life balance Excellent Career ProgressionPortfolio Analyst - Permanent - $110K - $130K PackageExcellent career opportunity for an experienced Portfolio Analyst to uplift the delivery capability on a exciting transformation programCompany Overview***One of Profusion's...

  • IT Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Capstone Full time

    Exciting Program of Work 6 month Contract + Extns Immediate StartIT Portfolio AnalystWe currently seek an experienced IT Portfolio Analyst to support the IT PMO in day-to-day operations to ensure successful delivery of programs / projects.This is done through oversight of the integrated schedule, driving centralised portfolio reporting and providing...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Portfolio Construction StrategistZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients.The Portfolio Construction Strategist role involves working with our asset allocation specialists within...

  • Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Attribute Consulting Full time

    Be a major contributor to the further PMO growth of an Australian digital leader Fast paced, unique, exciting and very rewarding working environment Initial 6 month contract with high likelihood to extend.The Company:This Australian mobile product leader have been growing from strength to strength and lead the way in their industry with a world class web and...

  • Asset Manager

    2 weeks ago


    Melbourne, Victoria, Australia TQSolutions Full time

    For 29 years, ISPT has invested in property, developing and creating vibrant, meaningful places for people to work, shop and enjoy. We are committed to supporting Australians in retirement and creating sustainable communities. Our purpose is to develop and grow together to create a better future for all.At ISPT, we have over $22.2B in funds under management...

  • Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia RMIT VN Full time

    Overview: Fulltime, Continuing position Salary Level HEW 7 + 17% Superannuation and Flexible Working Arrangements Based at the Melbourne CBD campus, and hybrid ways of workingAbout YouThe Portfolio Analyst is responsible for providing support and analysis on RMIT's investment project portfolio to Senior Managers across PGP and the Project Management...

  • Asset Management

    2 weeks ago


    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentBroad responsibilities: Manage reconciliations and trading operations for all Australian and global managed investment schemes and investment mandates, maintain portfolio data within portfolio management system, ensuring that the Senior Investment Operations Analysts have accurate information to report to their assigned...


  • Melbourne, Victoria, Australia EnergyAustralia Full time

    Lead Portfolio Analyst:Job no 507431- Work type Full Time Permanent- Location Victoria- Categories Finance, Corporate, Energy, EngineeringThe EnergyAustralia WayThe Energy industry is undergoing a radical and exciting transformation. As one of Australia's largest generators and retailers of electricity, we are stepping up to 'light the way' towards a cleaner...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is a prominent, rapidly growing Australian super-fund with a well-established office in Melbourne seeking to hire a further Investment Operations Analyst to their team.This is an exceptional position, well-suited for an experienced Investment Operations professional who has worked for another super-fund, asset...


  • Melbourne, Victoria, Australia NAB - National Australia Bank Full time

    Work type: Fixed term Full time, SecondmentLocation: VIC- Melbourne CBD Utilise your tertiary knowledge and passion for financial markets CFA qualified, or dreaming of studying towards your qualification? Utilise your analytical abilities, financial securities knowledge & customer relationship skillsIt's more than a career at NAB. It's about more...

  • Asset Manager

    2 weeks ago


    Melbourne, Victoria, Australia Mirvac Full time

    Mirvac's people are our most valuable asset. We are proud to have built a culture of inclusivity, innovation and collaboration, becoming a place where people genuinely want to work. Two recent accolades to reflect this are: #1 in AFR BOSS' Best Places to Work in Property, Construction & Transport 2022 #1 Company Globally for Gender Equality in Equileap's...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is a global Asset Manager seeking a Junior Investment Operations Analyst to join their team in Melbourne. Leading Fund Manager Fantastic career growth opportunity- $60-80k+super+bonusReporting to the Manager - Portfolio Operations, this position will work as part of the growing middle office-style Portfolio...


  • Melbourne, Victoria, Australia Australian Energy Market Operator Full time

    12 Month Fixed Term Contract (FTC) position based in MelbourneJoin AEMO in Shaping the Energy FutureWe are the Australian Energy Market Operator (AEMO), dedicated to building and managing a sustainable energy system that provides safe, dependable, and cost-effective electricity and gas. Our goal is to facilitate the shift to a net-zero energy system by 2050,...


  • Melbourne, Victoria, Australia Lonsec Full time

    **Kickstart Your Career as a Graduate Investment AnalystAre you a recent graduate excited to explore the world of finance? Join our renowned Research Team in Sydney or Melbourne and start your career journey as a Graduate Investment Analyst.As a Graduate Investment Analyst, you will play a pivotal role in delivering high-quality managed funds product...


  • Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a Senior Analyst , working as part of their Listed Equity investment team to review macro-economic factors and complete listed equity analysis and equity investment manager...