Associate, Institutional Portfolio Management

2 weeks ago


Melbourne, Australia ANZ Banking Group Full time

**Req ID**: 41596

**Department**: Insto Corp Finance Portfolio Management, Business

**Division**: Institutional

**Location**: Melbourne
About The Role

At ANZ our purpose is to shape a world where people and communities thrive. We’re making this happen by improving the financial wellbeing and sustainability of our customers so they can achieve incredible things
- whether they’re buying a home, building a business or saving for things big or small.

Transaction Structuring & Execution is a function within the wider Institutional Portfolio Management that is responsible for coordinating secondary loan sales and credit risk mitigation activity (e.g. credit risk insurance, risk participation, credit default swaps, etc.) across the Corporate Finance balance sheet.

Transaction Structuring & Execution is responsible for ensuring all credit risk mitigation activity is supported by a centralised, efficient and well-managed process that ensures the bank remains in compliance with its contractual obligations owed to external counterparties/investors (e.g. insurers, sub-participants, etc.).

Transaction Structuring & Execution is responsible for engaging with a variety of stakeholders both externally (e.g. banks, funds, insurers) and internally (e.g. relationship, product, business execution, risk, legal, operations).


The Associate, Institutional Portfolio Management role is critical to making this happen and will be responsible to:
Establish relationships with external stakeholders (e.g. insurance underwriters, brokers)

Establish rapport with a range of internal stakeholders across relationship, product, risk, legal, operations, finance, etc.

Manage the administration of the current portfolio of credit risk mitigation actvities (e.g. premium payments, waivers, consents)

Balance the need for efficiency with a low tolerance for operational error

Contribute to the growth of the depth and breadth of credit risk mitigation activity across Corporate Finance

Co-ordinate the approval and reporting of secondary loan sales across the Corporate Finance balance sheet

**Role Location**: Melbourne

**Role Type**: Permanent, Full-time Opportunity

What will you bring?

To grow and be successful in the role, you will ideally bring the following:
Excellent proficiency with the Microsoft Office suite of products (e.g. word, excel)

Demonstrated ability to work under pressure and in a changing environment in an accurate and timely manner

An ability to reprioritise work to meet changing demands

Excellent interpersonal skills with the confidence to liaise with a variety of external investors across funds and insurance

Strong numerical, analytical and problem solving skills

Elementary knowledge of financial mathematics and accounting principles

Minimum 2+ years of experience within banking and financial services

Bachelors degree, preferrably with a focus on finance, economics, accounting and/or law

So, why join us?

There’s something special about being part of ANZ. From the moment you join us, you’re part of a team working towards a common goal: improving the financial wellbeing and sustainability of our millions of customers.

As a Purpose-led bank, we’ve committed to delivering commercial and societal outcomes across environmental sustainability, financial wellbeing and household affordability. We deliver these sustainability commitments with our customers, in our business and across the communities where we operate.

But it’s not just our customers who’ll feel your impact. You’ll feel it too. Because at ANZ, you’ll have the resources and community you need to take the next big step in your career, towards even bigger things in the future.

We offer a range of benefits tailored to the countries in which we operate including Health and Wellbeing programs and flexible working arrangements.

Job Posting End Date

20/06/2023, 11.59pm, (Melbourne Australia)


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