Senior Portfolio Manager

1 week ago

Sydney, New South Wales, Australia Perpetual Full time
Job Overview

We are seeking an experienced Senior Portfolio Manager to join our team, responsible for managing a portfolio of institutional clients and providing exceptional service.

About the Role

In this role, you will:

  • Manage client relationships across multiple clients, maintaining strong relationships and delivering superior service;
  • Ensure timely delivery of scheme regulatory lodgments and other key activities in accordance with company policies;
  • Assist senior managers in ensuring compliance is managed appropriately, including monitoring service providers and assisting with on-boarding and integration of new business;
  • Develop and maintain operational relationships with key service providers and manage the off-boarding of schemes that are winding up;
  • Present at board meetings and participate in disclosure document and fund promotion material due diligence if required.
Requirements

To be successful in this role, you will require:

  • A minimum of 5 years' experience in financial services or a related field;
  • Prior experience servicing institutional clients, preferably in a corporate trust environment;
  • Strong knowledge of trusts and fund structures, with experience in the managed funds industry;
  • Excellent client management skills, with the ability to build and maintain strong relationships;
  • Ability to manage and prioritise multiple tasks, with a focus on delivering high-quality results under pressure;
  • Strong attention to detail and excellent analytical skills.
Benefits

As a Senior Portfolio Manager with Perpetual Corporate Trust, you will enjoy a range of benefits, including:

  • An estimated salary of $120,000-$150,000 per annum, depending on experience;
  • A hybrid work environment, allowing you to work from anywhere in Australia for up to one month each year;
  • An annual allowance to support your personal wellbeing and professional development;
  • Access to LinkedIn learning and study support, as well as opportunities to lend your expertise to Indigenous organisations through a six-week secondment with Jawun;
  • The opportunity to work in a dynamic and inclusive team, committed to diversity and inclusion.

  • Senior Portfolio Manager

    1 month ago

    Sydney, New South Wales, Australia BTI Executive Search Full time

    Job Title: Senior Portfolio ManagerAbout the Role:We are seeking a Senior Portfolio Manager to join our team at BTI Executive Search. As a key member of our credit operations team, you will be responsible for managing our portfolio of clients and developing strategies to drive growth and success.Key Responsibilities:Manage a portfolio of clients to achieve...

  • Senior IT Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Singtel Group Full time

    About the RoleWe are seeking a highly skilled Senior IT Portfolio Manager to lead systems management, technology, processes, and people within the Digital Portfolio at Optus.

  • Senior Portfolio Manager

    2 days ago

    Sydney, New South Wales, Australia Gough Recruitment AU Full time

    About the RoleWe are seeking an experienced Senior Portfolio Manager to join our team. As a key member of our business development team, you will be responsible for managing and leasing a growing portfolio of properties.

  • Senior Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia ASIC Full time

    About the RoleWe are seeking an experienced Senior Portfolio Manager to lead our Portfolio Office Services team. As a key member of our organization, you will be responsible for providing strategic guidance and support to ensure successful project delivery.

  • Senior Portfolio Manager

    5 days ago

    Sydney, New South Wales, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    About UsAt ANZ, we're shaping a world where people and communities thrive. Our vision is to improve the financial wellbeing and sustainability of our millions of customers.About the RoleWe're seeking an experienced Assistant Manager to join our Diversified and Specialist Industries (DSI) Property & Health team. As an Assistant Manager, you'll play a key role...

  • Senior Lease Portfolio Manager

    6 days ago

    Sydney, New South Wales, Australia Curtis Partnership Full time

    Job OverviewCurtis Partnership is seeking a highly skilled Senior Lease Portfolio Manager to join their team. This role involves managing the company's leasehold portfolio, ensuring accurate account and portfolio reconciliations, and undertaking various administrative tasks.

  • Senior Portfolio Manager

    4 weeks ago

    Sydney, New South Wales, Australia ClearCompany Full time

    About the Role: We are seeking a highly skilled Senior Portfolio Manager to lead and manage our operational portfolio of wind, solar, and BESS assets. As a key member of our team, you will be responsible for ensuring maximum production and profitability of our existing assets.Key Responsibilities:Maximise profitability of existing assetsStrategic O&M...

  • Senior Property Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    About UsAt ANZ, we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.Role OverviewWe're seeking an experienced Senior Property Portfolio Manager to join our...

  • Senior Portfolio Manager

    6 days ago

    Sydney, New South Wales, Australia Virtusa Full time

    Company Overview:Virtusa is a global IT services company that delivers digital transformation solutions to clients across various industries.Salary:$140,000 - $180,000 per annum based on location and experience.Job Description:We are seeking a Senior Portfolio Manager to lead our technical programs and ensure effective collaboration across multiple squads....

  • Senior Portfolio Manager

    1 week ago

    Sydney, New South Wales, Australia Equity Trustees Full time

    About UsEquity Trustees is a leading specialist trustee company in Australia, established in 1888.Job DescriptionWe are seeking a highly skilled Senior Portfolio Manager to join our team. The ideal candidate will have significant experience in managing diverse portfolios and building strong client relationships.Key ResponsibilitiesManage a wide range of...

  • Senior Liquidity Portfolio Manager

    1 month ago

    Sydney, New South Wales, Australia Credit Union Australia Full time

    About the RoleWe are seeking a highly skilled Senior Liquidity Analyst to join our Treasury team at Credit Union Australia.Key ResponsibilitiesDevelop and implement comprehensive liquidity risk management strategies to ensure the Bank's liquidity needs are met.Manage the Bank's liquid asset portfolio, optimizing investments while considering book...

  • Senior Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Charterhouse, a leader in their field, is seeking a skilled Senior Portfolio Manager to join their team.Salary: $190,000 - $210,000 per annum + super and bonus. The successful candidate will be responsible for the development of energy technology and renewables assets, including financial modelling and transaction execution.Key Responsibilities:Preparation...

  • Senior Liquidity Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Great Southern Bank Full time

    About the RoleWe are seeking a highly skilled Senior Liquidity Portfolio Manager to join our Treasury team at Great Southern Bank. In this role, you will be responsible for comprehensively managing liquidity risk and optimising the bank's liquid asset portfolio within approved policy guidelines.

  • Senior Liquidity Portfolio Manager

    3 weeks ago

    Sydney, New South Wales, Australia Great Southern Bank Full time

    Job Description:Great Southern Bank is seeking a skilled Treasury Risk Management Specialist to join their team. As the Senior Liquidity Portfolio Manager, you will be responsible for comprehensively managing liquidity risk, including the liquid asset portfolio of the bank, within approved policy guidelines.Key Responsibilities:• Comprehensive management...

  • Senior Loan Portfolio Manager

    7 days ago

    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    Job DescriptionWe are seeking a highly skilled Senior Loan Portfolio Manager to join our Corporate Loans division. This role offers an exciting opportunity to be part of a global operations team responsible for the management of a principal investing portfolio, from pre-acquisition to divestment.The successful candidate will have the chance to work in a...

  • Senior Portfolio Manager

    23 hours ago

    Sydney, New South Wales, Australia William Buck Full time

    We are seeking an experienced Senior Portfolio Manager to join our Wealth Advisory division at William Buck.Job Description:We are looking for a seasoned financial professional to lead the client relationship, produce high-level strategy advice documents, and develop financial strategies across various entities.Key Responsibilities:Leading the client...

  • Senior Portfolio Analyst

    4 weeks ago

    Sydney, New South Wales, Australia BTI Executive Search Full time

    Job Title: Senior Portfolio AnalystAbout the Role:We are seeking a skilled Senior Portfolio Analyst to join our team at BTI Executive Search. As a key member of our team, you will be responsible for managing and analyzing credit portfolios to ensure optimal performance.Key Responsibilities:Manage and analyze credit portfolios to identify areas for...

  • Senior Insurance Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia Kennedy Reid Full time

    Unlock Your Potential as a Senior Insurance Portfolio ManagerWe are seeking an experienced and results-driven Senior Insurance Portfolio Manager to join our team at Kennedy Reid. As a key member of our business, you will play a vital role in delivering exceptional service to our clients and driving growth through strategic portfolio management.About the...

  • Senior Portfolio Manager

    23 hours ago

    Sydney, New South Wales, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    We are seeking an experienced Senior Portfolio Manager to join our Diversified and Specialist Industries (DSI) – Property & Health team.As a Senior Portfolio Manager, you will be responsible for managing a portfolio of property (development & investment) & health customers, working closely with the Senior Relationship Manager to achieve mutually beneficial...

  • Senior Building Portfolio Manager

    2 weeks ago

    Sydney, New South Wales, Australia sharonbennie Full time

    We are seeking a highly organized and experienced Senior Building Portfolio Manager to join our client's team.About the Role:OverviewThe successful candidate will manage a portfolio of 20-30 buildings, ensuring compliance with relevant legislation and providing exceptional service to property owners and residents.Key Responsibilities:Oversee the day-to-day...