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Portfolio Management Specialist
2 weeks ago
The Portfolio Management Specialist will be responsible for the accurate administration and reconciliation of client investment portfolios, across domestic and international assets. This role involves maintaining data integrity, resolving complex discrepancies, and supporting efficient transaction processing.
Required Skills and Qualifications- Minimum 2 years' experience in a middle office, custody, or funds administration role.
- Strong understanding of asset administration and reconciliation processes.
- Understanding of financial instruments and CGT implications.
- Proficiency in financial software and data analysis tools.
- The ability to manage multiple priorities and have resilience.
- High attention to detail and commitment to quality and client satisfaction.
- Flexible hybrid work environment—split your time between home (3 days) and the office (2 days).
- Competitive salary with annual performance incentives (bonus).
- Comprehensive leave benefits, including paid parental leave and purchased leave options.
- Access to novated leasing and financial wellness courses.
- Professional development opportunities tailored to your growth.
- End-of-trip facilities at our Melbourne office.
We offer a collaborative and supportive work environment, where you can grow and develop your skills and expertise. If you are a motivated and results-driven individual who is passionate about delivering high-quality results, we encourage you to apply for this exciting opportunity.
