Portfolio Manager

7 days ago

Sydney, New South Wales, Australia beBeeAccountant Full time $110,000 - $120,000
Job Opportunity

A senior accountant is needed to manage client portfolios in the Australian debt capital markets.

The ideal candidate will ensure compliance with regulatory frameworks, support continuous improvement initiatives, and provide guidance to junior team members.

  • Manage client portfolios under strict regulatory frameworks while maintaining open lines of communication with internal colleagues and external partners.
  • Oversee compliance with trust documents and regulatory requirements, protecting investors' interests through diligent assessment of client solvency.
  • Collaborate closely with internal teams such as legal, risk management, finance, and external stakeholders including auditors and regulators.
  • Provide guidance on complex transactions and support Associates' development through training initiatives.
  • Monitor client performance and prepare detailed reports for senior leadership.
Main Responsibilities
  • Develop and implement strategies for distressed or insolvent clients by conducting thorough deal reviews and negotiating documentation with clients or third parties.
  • Lead adherence to established policies and procedures for the retail portfolio while driving continuous improvement through policy simplification and enhanced client management strategies.
  • Build strong relationships with clients, external service providers, regulators, auditors, solicitors, and other stakeholders to ensure prompt responses to all reasonable requests.
  • Manage complex transactions by negotiating documentation terms, minimizing legal and operational risks, highlighting onerous clauses, and seeking guidance from Senior Managers when necessary.
  • Conduct regular financial statement analysis—including profit & loss reviews, balance sheet assessments, and cash flow forecasts—to evaluate client solvency and performance.
Requirements
  • A Chartered Accountant (CA) or Certified Practicing Accountant (CPA) qualification demonstrates your commitment to professional standards within the industry.
  • At least three years' experience working in insolvency, audit, business services, or within a financial institution gives you practical insight into capital or securities markets.
  • A deep understanding of Australian debt capital markets ensures you can navigate ongoing regulatory developments confidently.
  • Proven experience managing client portfolios within financial services highlights your ability to handle complex matters efficiently.
  • Strong analytical skills enable you to conduct detailed financial statement analysis—including P&L reviews—and assess business activities effectively.

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