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Portfolio Analyst

4 months ago

Melbourne, Australia HUB24 Group Full time

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

HUB24 is growing, and we are looking for a Portfolio Analyst to join our Portfolio Administration Services (PAS) Team. As a Portfolio Analyst, your responsibilities will include executing daily portfolio administration tasks, managing reconciliations, and ensuring tax reporting compliance. You'll be a key player in optimizing our portfolio operations and helping our clients achieve their goals.

With potential get involved in an upcoming Pilot of a new product launch, there is a real opportunity to have impact on the growth and overall success of HUB24.

**Key responsibilities**:

- Ability to understand and execute PAS daily, Ad hoc tasks and queries within required timeframes Assisting with Cost Base and Income Reconciliation
- Data interpretation, analysis and subsequent problem solving
- Assist with the annual tax reporting processes
- Liaise with external providers to ensure timely and accurate delivery of annual tax reporting
- Communicating with internal and external parties (e.g. Auditors, Custodians, Clients) from time to time to resolve queries
- Liaising with other operations teams especially Corporate Actions, but also Transitions, Trading and reconciliations to ensure that reconciliation issues are addressed

**Key skills required**:

- Relevant experience in a similar position
- Proven ability to prioritise work and meet agreed deadlines
- Ability to work autonomously as well as collaboratively within a team environment
- Basic understanding of Corporate Actions and their effect on cost bases

**THE HUB24 STORY**

We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.

**_ HUB24 Employee Benefits _**

**_ _**

**Employee Share Scheme**: Receive tax free shares on an annual basis (permanent employees only).

**Unlimited Access to LinkedIn Learning**: Learn, grow, and develop with us.

**Special Leave**: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

**Volunteer Day**: 1 day Volunteer Day to use on your charity of choice.

**Enhanced Parental Leave**: We offer 12 weeks of paid parental leave in addition to statutory government leave.

**Flexible Working**: We offer hybrid working arrangements.

**HUBlife**: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

**Employee Assistance Program**:Well-being Service provided to you plus your family members.

Check out our HUB story HERE

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
- “Delivering innovation that creates value for you and your clients” _

**_If you don't feel you fit this role 100%, we would still love to hear from you Tell us what you're interested in - you still might have a skill we didn't realize we needed _**

**“We are a 2023 Circle Back Initiative Employer - we commit to respond to every applicant.”