Portfolio Implementation Associate

6 days ago

Sydney, Australia Lonsec Full time

**About Lonsec**

The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and to equip them with the tools & insights they need to deliver high quality investment solutions.

**About The Role**

The role of the Portfolio Implementation Associate is to support the Portfolio Implementation Manager in executing changes to our portfolios and manage the portfolios’ reporting requirements.

**Responsibilities**:

- Once a decision to make portfolio changes has been made, the Implementation Associate needs to execute trades efficiently and accurately.
- Changes are made to the underlying funds, ETFs and ASX securities held in the portfolios.
- Prepare and check portfolio changes files to assist in the execution of trades via the platforms.
- Post-trade checks ensuring accuracy of trades.
- Post-trade portfolio structure updates.
- Complete and publish post-trade reports.
- Work closely with the investment analysts to deliver regular platform reports.
- Updating the portfolios’ structure on iRate - our proprietary online portal for financial advisers.
- Assist with portfolio onboarding process for the platforms.
- Manage the platform’s reporting requirements such as monthly & quarterly performance reports and annual due diligence reviews.
- Assist with updating portfolio collateral.

**About You**:

- Previous **(1+ years) **experience in relevant work industry
- Understanding of the services of an asset manager, research house, or fund manager.
- Excellent attention to detail - a strong ability distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely.
- Strong organisational and time management skills - meet deadlines and coordinate and manage various tasks at a time (and reprioritise as new tasks come to hand).
- A clear and demonstrable understanding of investment markets and major asset classes within the funds management industry, with a particular strength in and understanding of asset allocation.
- Ability to work as part of a team as well as autonomously while taking responsibility for meeting personal objectives.
- Expertise in Microsoft Excel, Word, PowerPoint and Adobe Acrobat
- A demonstrable interest in finance and investment

**Essential qualifications**:

- An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSc

**Highly regarded qualifications**:

- Honours Year
- Master of Business Administration / Economics / Commerce / Applied Finance
- Post Graduate Diploma in Finance / Management / Commerce / Financial Planning

**Working for Lonsec**

We are Australia’s leading financial research company, rating more funds, stocks and managers than our competitors. Our values lead our culture, centred around the principles of Client Focus, Innovation, Integrity, Independent Thinking, and Collaboration.
- We believe we're better and smarter together and our values reflect our commitment to creating a welcoming, diverse, and inclusive environment
- We offer a flexible hybrid working environment, 2 days in the office (of your choosing), the rest can be worked remotely
- We're passionate about setting our people up for success and providing the training, tools and environment to enable you to perform your best and develop your career at Lonsec
- “Work from Anywhere” policy, allowing up to 4 weeks of the year to be worked interstate or from overseas
- We take care of our people through our free access to our Employee Assistance Program, and generous leave entitlements (e.g., Paid Parental Leave, Bonus day of Life leave, Public Holiday swap and much more)
- Annual “Wellness Week” which includes lots of fun activities plus a reimbursement towards a gym membership or fitness related activities for all staff.
- Monthly social and charity events as well as our much-loved quarterly Individual and team Awards.

We want to hear from you if this sounds like your type of role

**Please note**:

  • Associate Portfolio Manager

    2 months ago

    Sydney, Australia Morningstar, Inc. Full time

    Associate Portfolio Manager - Join a diverse community of great people who support their peers and their communities. - We give our employees opportunities to grow from early career to experienced hires-and you can build a career that matters at Morningstar. - We support personal and professional development through a variety of programs, including an annual...

  • Associate Portfolio Manager

    4 weeks ago

    Sydney, Australia Morningstar, Inc. Full time

    Associate Portfolio Manager - Join a diverse community of great people who support their peers and their communities. - We give our employees opportunities to grow from early career to experienced hires-and you can build a career that matters at Morningstar. - We support personal and professional development through a variety of programs, including an annual...

  • Associate Portfolio Manager

    1 week ago

    Sydney, Australia Morningstar Full time

    Join a diverse community of great people who support their peers and their communities. - We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar. - We support personal and professional development through a variety of programs, including an annual Education Stipend that you...

  • Associate Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Morningstar Full time

    Join a diverse community of great people who support their peers and their communities. We give our employees opportunities to grow from early career to experienced hires—and you can build a career that matters at Morningstar. We support personal and professional development through a variety of programs, including an annual Education Stipend that you...

  • Associate Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Join a diverse community of great people who support their peers and their communities.We give our employees opportunities to grow from early career to experienced hires-and you can build a career that matters at Morningstar.We support personal and professional development through a variety of programs, including an annual Education Stipend that you choose...

  • Associate Portfolio Manager

    3 weeks ago

    Sydney, Australia Lonsec Group Full time

    Associate Portfolio Manager The role of the Associate Portfolio Manager is to support Lonsec's senior portfolio managers with the management and construction of Lonsec's suite of retail managed account solutions. This is a permanent Full-Time position based in our Sydney or Melbourne office (hybrid working model). Position Responsibilities: - The key...

  • Associate Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Lonsec Group Full time

    Associate Portfolio ManagerThe role of the Associate Portfolio Manager is to support Lonsec's senior portfolio managers with the management and construction of Lonsec's suite of retail managed account solutions.This is a permanent Full-Time position based in our Sydney or Melbourne office (hybrid working model).Position Responsibilities: The key...

  • Associate Portfolio Manager

    3 days ago

    Sydney, Australia Lonsec Full time

    **We are seeking an Associate Portfolio Manager to join our Team in Sydney. **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help...

  • Portfolio and Partnerships Manager

    3 weeks ago

    Sydney, Australia Snow Foundation Full time

    About the role We are looking for a Portfolio and Partnerships Manager or Associate to join our team based in Sydney! The role will be 3-5 days, working out of The Hub Hyde Park, with flexibility across office and home. This position will suit a caring individual who is interested in helping the community. We are looking for someone who shares our...

  • Associate Portfolio Manager

    3 weeks ago

    Sydney, Australia Lonsec Full time

    The role of the Associate Portfolio Manager is to support Lonsec’s senior portfolio managers with the management and construction of Lonsec’s suite of retail managed account solutions. This is a permanent Full-Time position based in our Sydney or Melbourne office (hybrid working model). Position Responsibilities: - The key responsibility of the...

  • Associate Director, Infrastructure Portfolio

    2 weeks ago

    Sydney, Australia NSW Government -Infrastructure NSW Full time

    **Associate Director, Infrastructure Portfolio Performance, Ongoing, Sydney** The role is a clerk grade 11/12, with the salary for this role starting at $139,787 - $161,663 base plus superannuation, commensurate with experience. **Join INSW and play your part in creating a sustainable infrastructure legacy for NSW!** **About the Role** Infrastructure NSW...

  • Associate Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Lonsec Full time

    The role of the Associate Portfolio Manager is to support Lonsec's senior portfolio managers with the management and construction of Lonsec's suite of retail managed account solutions.This is a permanent Full-Time position based in our Sydney or Melbourne office (hybrid working model).Position Responsibilities: The key responsibility of the position is to...

  • Portfolio Implementation Analyst

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Limited Full time

    At Macquarie, we support a hybrid working model._Are you a highly driven professional with a keen interest in financial markets and trading?As a Portfolio Implementation Analyst, you'll work directly with key stakeholders and will play a vital role in growing and implementing the Macquarie managed account offering, a significant part of our Wrap Investment...

  • Associate Credit Portfolio Management

    3 weeks ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate Credit Portfolio Management - Active Portfolio Management opportunity within Capital Structuring - Utilise your strong analytical skills and be part of an innovative environment - Sydney CBA based role **See yourself in our team**: CBA's Institutional Banking and Markets (IB&M) is responsible for managing the Group's relationships with major...

  • Portfolio Associate

    2 weeks ago

    Sydney, New South Wales, Australia Antler Full time

    Antler, globally, in over four years of operating, has grown to have a presence in 25 cities around the world, including offices in most major startup ecosystems, such as New York, Berlin, London, Singapore, and Bangalore. This has resulted in investments in over 700 companies.Here in Australia, we are one of the most active early-stage VCs in the country,...

  • Associate, Institutional Coverage

    2 weeks ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate, Institutional Coverage - Portfolio Management - **Sydney based opportunity**: - **Exposure to diverse range of institutional portfolio management strategies across Global Banks, Government, Education and Non-bank Financial Institutions' sector**: - **Opportunities for career growth and development**: - **Dynamic and collaborative work...

  • Associate, Portfolio Manager

    3 weeks ago

    Sydney, Australia NAB - National Australia Bank Full time

    **Region**: NSW- Sydney CBD - **Grow your career and contribute to a world class Marketing function**: - **Contribute to a world class marketing team in the Retail and Direct Servicing space**: - **Work collaboratively within a small, high performing team within Personal Banking** **It’s more than a career at NAB. It’s about more opportunity, more...

  • Associate Portfolio Manager

    3 weeks ago

    Sydney, Australia Australian Retirement Trust Full time

    **Due to continued growth, we are seeking a highly motivated, experienced, and dedicated Associate Portfolio Manager with a focus on Real Estate to join our dynamic team.** **Why join us?** - State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude of spaces to encourage...

  • Associate Director, Credit Portfolio Management

    2 weeks ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Associate Director, Credit Portfolio Management - **Active Portfolio Management opportunity within Capital Structuring**: - **Utilise your extensive Corporate / Institutional lending skills in this client facing role**: - **Be part of an innovative environment and get great exposure and career development**: - **Sydney CBD based role** **See yourself in...

  • Associate Credit Portfolio Management

    3 weeks ago

    Sydney, Australia Commonwealth Bank Full time

    Active Portfolio Management opportunity within Capital Structuring - Utilise your strong analytical skills and be part of an innovative environment - Sydney CBA based role **See yourself in our team**: CBA’s Institutional Banking and Markets (IB&M) is responsible for managing the Group’s relationships with major corporate and government clients and...