
Financial Portfolio Manager
21 hours ago
This is an opportunity to work as a seasoned financial professional, responsible for managing and developing a portfolio of clients across diverse industries. As a trusted advisor, you will deliver exceptional service and tailored advice to clients, while preparing and reviewing complex financial accounts, tax returns, and compliance work.
Key Responsibilities
The successful candidate will manage their own client portfolio, providing expert guidance and support to help businesses achieve their financial goals. This includes:
-
Senior Portfolio Manager
22 hours ago
Melbourne, Victoria, Australia Latitude Financial Services Full timeAt Latitude,we make it possible– for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That's why we offer benefits that make a real difference in your life.We make it possible…to spend more time with your loved ones– with an extra week of paid...
-
Financial Portfolio Manager
7 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
6 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...
-
Leading Financial Portfolio Manager
5 days ago
Melbourne, Victoria, Australia beBeeInvestment Full time $150,000 - $200,000Financial Portfolio Management SpecialistThe 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...
-
Financial Portfolio Manager
1 day ago
Melbourne, Victoria, Australia beBeeCredit Full time $110,000 - $145,000Senior Credit Analyst Job DescriptionCaterpillar Financial seeks a Senior Credit Analyst to join the Financial Products Division in Tullamarine. This role involves reviewing equipment finance facilities to determine customer credit worthiness and approving or rejecting finance applications within authority.Responsibilities include reviewing equipment finance...
-
Financial Portfolio Lead
1 week 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
3 days 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...
-
Portfolio Manager
1 week ago
Melbourne, Victoria, Australia beBeePortfolio Full time $120,000 - $160,000Portfolio Management Executive RoleWe are seeking a highly skilled Portfolio Management Executive to join our organization in VIC/TAS. As a key member of our business, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.About the Job:Manage a portfolio of small business clients to achieve growth and...
-
Financial Portfolio Specialist
3 days ago
Melbourne, Victoria, Australia beBeeProduct Full time $90,000 - $125,000Job ProfileA detail-oriented Product Analyst is sought to join the team, supporting portfolio management, enhancing documentation, and driving business improvements.The PositionSustainably manage new portfolios.Review and refine Product Disclosure Statements (PDS).Analyse and enhance fee methodologies for competitiveness.Utilise data analytics tools like...
-
Portfolio Manager
2 days ago
Melbourne, Victoria, Australia beBeePortfolio Full time $110,733 - $124,789Job OpportunityThe position of Portfolio Office Lead is available at a local government agency.This role plays a pivotal part in driving excellence across the portfolio and project management practices, ensuring visibility, governance, and continuous improvement.Provide critical information in the form of analysis and reporting on portfolio and project level...