Portfolio Governance Specialist

1 day ago

Sydney, New South Wales, Australia beBeeInvestment Full time $200,000 - $250,000
Job Title: Portfolio Governance Specialist

An experienced finance professional is sought to fill the Portfolio Governance Specialist role within a fast-growing investment business.

  • Fund management, treasury, and analytics - overseeing investor applications/redemptions, portfolio forecasting, and monthly performance reporting.
  • Investor support - partnering closely with the distribution team to respond to investor queries, due diligence requests, and reporting needs.
  • Institutional mandate execution - managing fund structures, hedging strategies, and back leverage facilities.
  • Process and platform enhancement - leading initiatives around AI integration, reporting improvements, and product development.

The successful candidate will bring a strong finance background, ideally with experience in investment or asset management. Proven ability in financial modelling, fund operations, and stakeholder management is essential, along with a hands-on, solutions-focused approach.

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