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Expert Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeFinancialAnalyst Full time $100,000 - $150,000
Financial Analyst Role Overview

We are seeking a skilled Financial Analyst to join our team. The ideal candidate will have a strong background in financial data management, modeling, and reporting.

Key Responsibilities:
  • Leverage Aladdin platform expertise to support portfolio management, risk analytics, securities set up, and investment decision-making.
  • Manage large and complex financial datasets; ensure accuracy, integrity, and compliance with reporting standards.
  • Provide detailed financial and risk analysis to support investment strategies and business decisions.
  • Partner with investment teams, operations, and technology teams to optimize workflows and resolve data issues.
  • Develop and deliver financial models, dashboards, and performance reports using Aladdin tools and data.
  • Monitor investment performance, market trends, and risk exposures, presenting actionable insights to senior management.
  • Support automation and process improvements in financial analysis and reporting.
Requirements:
  • Mandatory hands-on experience with Aladdin (minimum 3+ years).
  • 5–10 years of experience in Securities set up, financial analysis, portfolio/risk management, or investment data management.
  • Strong background in financial data management, modeling, and reporting.
  • Proficiency in Excel and SQL; experience with BI/analytics tools (e.g., Tableau, Power BI) is a plus.
  • Strong understanding of investment products (equities, fixed income, derivatives, etc.) and financial markets.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong communication skills with the ability to present insights to stakeholders.

This role requires a unique blend of technical skills, industry knowledge, and business acumen. If you are a detail-oriented individual with a passion for finance and data analysis, we encourage you to apply.