Senior Loan Portfolio Manager

2 weeks ago


Melbourne, Victoria, Australia beBeeInvestment Full time $64,589 - $105,988

Job Summary:

We are seeking a professional to manage loan portfolios on behalf of clients. This role involves administration, reporting, and maintenance of loan positions.

  • Administration of loan portfolios
  • Reporting of loan positions to clients and stakeholders
  • Maintenance of unit registries
  • Calculation and issuance of capital calls and distributions notices
  • Monitoring of client bank accounts

Key Responsibilities:

  • Process interest, drawdowns, and repayments on loan facilities
  • Onboard new client mandates and solutions
  • Monitor client bank accounts for transactions

Required Skills and Qualifications:

  • Bachelor degree in accounting, finance, economics, or related field
  • Experience in financial services industry preferred
  • Knowledge of funds industry and debt products advantageous
  • Good business sense and commercial acumen
  • Strong technical capacity and adaptability
  • Excellent communication skills in English

Benefits:

  • Flexible work arrangements
  • Generous holidays and birthday leave
  • Continuous mentoring and career progression
  • Employee Share Plan and local benefits

Our Company Culture:

We celebrate diversity and recognize the importance of diverse perspectives in our success. We strive to create an inclusive workplace where all employees feel empowered to contribute and grow.



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