Portfolio Manager Assistant

6 days ago


Melbourne, Victoria, Australia beBeePortfolio Full time $100,000 - $125,000
Job Title: Portfolio Manager Assistant

We are seeking a skilled and detail-oriented individual to join our Investment Solutions team as a Portfolio Manager Assistant. This role will provide support for the daily trade dealing, administration, and reporting processes, ensuring efficient and effective service delivery.

The ideal candidate will have a degree in finance or a related field, with 1-2 years' experience in the financial services industry. They will possess a strong understanding of domestic and global market trade/execution conventions, wealth management concepts, and compliance frameworks.

We offer a supportive work environment, professional training, and development opportunities. Our benefits include flexible work arrangements, health and well-being allowance, employee assistance program, and performance payment based on business and individual performance.

  • Key Responsibilities:
  • Support daily trade dealing, administration, and reporting processes
  • Manage cash flow and term deposit of Mutual Trust Cash Fund
  • Post-trade reporting, broker/brokerage management, and communications
  • Assist senior members of the team in reporting and implementation of new investment transactions


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