Financial Portfolio Specialist

Accounting Specialist RoleWe are seeking a highly skilled and detail-oriented Accounting Specialist to join our team. As an Accounting Specialist, you will play a crucial role in analyzing financial information, maintaining accurate records, and managing investor portfolios.ResponsibilitiesMaintain accurate records of all incoming and outgoing payments,...

About LibertyHelping people is in our DNA. As the leading non-bank lender in Australia, for decades we have been providing free-thinking loans and have helped over 500,000 people get financial. We offer a broad range of flexible and custom products and are passionate about building and delivering exceptional experiences for our customers.We are a...

Portfolio Analyst Role OverviewThis position plays a crucial role in our investment process, focusing on building complex financial models and analyzing portfolio performance to deliver insightful internal and investor reporting.

About the Portfolio Specialist RoleThis position entails implementing and overseeing governance and assurance frameworks across project portfolios, conducting in-depth analysis of portfolio data, developing and presenting strategic reports, reviewing and validating project status reports, and collaborating with staff across departments.About YouYou will...

Portfolio ManagementWe oversee and advise on diversified investment portfolios across a range of entities, with a focus on meeting complex client objectives.We operate as part of an investment advisory team, working closely with stakeholders to design and deliver tailored, customer-focused investment solutions that meet regulatory requirements.About This...

About the Role:As a Portfolio Management Specialist, you will be responsible for managing a portfolio of small business clients with a focus on growth and retention.You will proactively identify opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals by gaining an in-depth understanding of their business and...

At 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...

At 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...

**Job Opportunity**: As a Portfolio Management Specialist, you'll play a key role in supporting the acquisition, growth, and retention of high-quality customers. You'll collaborate closely with Relationship Managers to ensure seamless customer service, adherence to regulatory requirements, and efficient process management.About This RoleIn this position, you...

About This OpportunityThis role is responsible for providing in-depth insights on investment exposures and risks across various asset classes.Key tasks will include managing exposure management and related functions to ensure optimal portfolio performance.Deliver high-quality analysis and recommendations to drive business growthDevelop and maintain...