Senior Portfolio Manager

4 days ago


Sydney, New South Wales, Australia beBeeFinance Full time $180,000 - $240,000

We manage the middle office of our global principal portfolio, overseeing pre-acquisition to divestment processes. Our team provides flexible primary financing solutions and engages in secondary market investing across the capital structure.

As a leading global financial services group operating in 31 markets with 56 years of continuous profitability, we foster an environment where our people empower each other to drive possibilities.

Main Responsibilities
  • Analyze portfolio performance, conduct capital and funding analysis, pipeline reporting, and track transaction returns for optimal investment outcomes.
  • Coordinate quarterly and half-yearly portfolio and valuation processes to ensure accurate and timely data delivery.
  • Participate in strategic projects such as reporting technology transformation to enhance business efficiency.

This role offers exposure to various investing products and structures, enabling collaboration directly with senior front office deal teams and other internal functions.

Your Qualifications
  • A tertiary qualification with an excellent academic record, preferably in Corporate Finance and/or Accounting.
  • 2-4 years of experience in banking, financial services, or professional services in a similar role.
  • Strong understanding of financial, accounting, and valuation concepts, with experience providing business insights in data-driven environments.

We welcome applications from motivated individuals eager to build a better future.



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