Senior Financial Portfolio Analyst

3 days ago

Sydney, New South Wales, Australia beBeeFinancialAnalysis Full time $468,000 - $720,000

About this Opportunity

This is an exciting chance to work with our Banking and Investment team as a Financial Systems Analyst. You will be responsible for supporting the Senior Manager in optimizing the returns from our Infrastructure portfolio.

Main Responsibilities

  • Client Relationship Management: Build and maintain relationships with clients, understanding their investment goals, and presenting investment recommendations.
  • Portfolio Management: Select, buy, and sell securities to maximise returns and manage risk, and monitor the performance of investments regularly.
  • Investment Reporting: Prepare reports and presentations to communicate investment research and investment decisions to key stakeholders.

Necessary Skills

  • Attention to detail: Accurately identifies and rectifies discrepancies or errors that exist in information and deliverables.
  • Collaboration: Works with others by being open, clear in communication and listening to achieve goals.
  • Clear Communication: Writes in a clear and structured format to convey information and ideas effectively to a target audience.

We welcome applications from everyone

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