Leading Financial Portfolio Manager
3 days ago
The successful candidate will utilize advanced analytical tools to optimize portfolio performance, leveraging expertise in financial data management and risk analytics. Key responsibilities include developing and maintaining comprehensive financial models, dashboards, and reports.
- Monitor investment performance and market trends, providing actionable insights to senior stakeholders.
- Promote process improvements through automation and innovation in financial analysis and reporting.
- Evaluate and ensure compliance with regulatory and internal risk frameworks.
A strong background in financial modeling, data management, and reporting is essential for this role. Proficiency in Excel and SQL is required, with experience in business intelligence/analytics tools a significant advantage.
Requirements
- 5-10 years of experience in financial analysis, portfolio management, or related fields.
- Extensive knowledge of investment products and financial markets.
- Excellent analytical and problem-solving skills, with the ability to present complex information clearly.
- Bachelor's/Master's degree in Finance, Economics, Accounting, or a related field. Professional certifications (CFA/FRM) preferred.
Employment Details
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance
- Industries: Investment Management, Banking, and Financial Services
-
Financial Portfolio Lead
6 days ago
Melbourne, Victoria, Australia beBeeAccountant Full timeFinancial Leadership RoleA financially astute professional is required to oversee the financial operations of a diverse national property portfolio. We are seeking an experienced Senior Financial Accountant to lead our finance function in supporting leases and significant property operations.This is a critical, on-site position that requires strong...
-
Financial Portfolio Manager
5 days ago
Melbourne, Victoria, Australia beBeeCFO Full time $100,000 - $140,000A dynamic investment firm in Melbourne is seeking a senior finance professional to oversee their treasury operations.Key Responsibilities:Manage a substantial portfolio of investments, focusing on relationship management and risk mitigationImplement effective cash and liquidity strategies to support business growthOversight of the company's treasury...
-
Financial Portfolio Manager
3 days ago
Melbourne, Victoria, Australia beBeeInvestment Full time $100,000 - $140,000About Our Investment OpportunityAs a key member of our organization's financial team, the Investment Accountant will play a critical role in ensuring the accurate and timely management of our investment portfolio.Job DescriptionThe Investment Accountant will be responsible for overseeing various aspects of our investment operations, including:Financial...
-
Melbourne, Victoria, Australia beBeeFinancial Full time $95,999 - $124,999Job DescriptionWe are seeking a hands-on Senior Financial Accountant to lead the finance function supporting a portfolio of 200+ leases and significant property operations. This role will be responsible for overseeing all accounting and financial reporting, preparing weekly, monthly, and annual accounts, forecasts, budgets, and management reports.Key...
-
Investment Portfolio Lead
5 days ago
Melbourne, Victoria, Australia beBeeCapital Full time $190,000 - $250,000Capital Allocation StrategistThis is a high-impact role requiring collaboration with executive teams to plan and allocate capital over short, medium, and long term while continuously improving processes and frameworks to support best-in-class investment decision-making.Lead the development and execution of Capital Allocation Strategy, processes, and...
-
Portfolio Lead
3 days ago
Melbourne, Victoria, Australia beBeeLeadership Full time $135,000 - $150,000Business Leadership OpportunityTake charge of your portfolio with a firm that trusts you to lead.This mid-tier organization offers full support from senior leaders while giving you ownership of delivery.Managing compliance work across trusts, companies and SMSFsLeading advisory briefs including structuring, valuations and cash flowReviewing work and...
-
Leading Insurance Portfolio Manager
4 days ago
Melbourne, Victoria, Australia beBeeAccountManager Full time $120,000 - $260,000Job Title: Account ManagerThe role of an Account Manager is a vital position in the insurance industry, requiring strong leadership skills to manage client relationships and grow business.An accomplished Account Manager with extensive experience in managing large domestic portfolios and developing tailored insurance solutions.Key Responsibilities:Client...
-
Financial Portfolio Manager
21 hours ago
Melbourne, Victoria, Australia beBeeLeadership Full time $120,000 - $140,000Job OverviewA senior accountant is sought to manage and develop their own portfolio of clients, delivering exceptional service and tailored advice.Key Responsibilities:Prepare and review complex financial accounts, tax returns, and compliance workIdentify opportunities for value-add servicesMentor and guide junior accountantsContribute to internal...
-
Strategic Portfolio Lead
6 days ago
Melbourne, Victoria, Australia beBeePortfolio Full timeJob DescriptionWe're seeking an experienced and skilled professional to fill the Portfolio Management Office Lead role. As a key member of our team, you will be responsible for providing administrative and financial support to the Portfolio Delivery Team and the broader Business Technology Services branch.This multifaceted role involves ownership of the BTS...
-
Expert Portfolio Manager
20 hours ago
Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $180,000Job OpportunityWe are seeking a highly experienced investment professional to join our growing team as a Senior Asset Consultant. This is a key role that blends deep technical expertise in portfolio construction and asset consulting with the ability to foster long-term, trusted partnerships with financial advisers and their clients.About the Role:This is a...
