Senior Portfolio Manager

Job Overview:

Our client is seeking an experienced Senior Accountant to join their team. As a Senior Accountant, you will play a key role in managing a diverse portfolio of clients, ensuring compliance with all relevant laws and regulations, and providing guidance to junior team members.

Key Responsibilities:

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• Manage a portfolio of clients and matters within the business, ensuring all trustee powers and obligations are discharged in line with policies, procedures, trust documents, and relevant legislation.">
• Devise and implement strategies for distressed or insolvent clients by conducting thorough deal reviews and negotiating documentation with clients or third parties.">
• Oversee clients under external administration by maintaining regular communication with senior management regarding any issues or potential risks that may arise.">
• Lead adherence to established policies and procedures for the retail portfolio while driving continuous improvement through policy simplification and enhanced client management strategies.">
• Provide day-to-day assistance and training to associates involved in 2L activities, fostering a supportive learning environment within the team.">
• 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.">
• Develop action plans for monitoring requirements of portfolio clients through scheduled weekly, monthly, quarterly, biannual, or annual reviews as needed.">
• Prepare comprehensive board papers (half yearly) and committee meeting documents (monthly), ensuring accurate reporting in accordance with internal policies.">

Requirements:

To excel in this role, you will bring proven experience from roles involving insolvency practice or audit functions—ideally within capital markets or financial institutions. Your educational background will include a relevant university degree complemented by CA/CPA qualifications or legal admission.

Skills and Qualifications:

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• CA or CPA qualification—or admission as a solicitor—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.">
• Excellent interpersonal skills allow you to build positive relationships with clients as well as internal teams such as legal or risk management.">
• Experience liaising with external auditors, regulatory bodies (such as ASIC), solicitors, or insolvency practitioners demonstrates your collaborative approach.">
• Familiarity with preparing board papers or committee meeting documents showcases your attention to detail in formal reporting environments.">
• A proactive attitude towards continuous improvement means you are always seeking ways to enhance processes or simplify policies.">

What We Offer:

Our company fosters an inclusive culture where knowledge sharing is encouraged at every level—from associates up through senior management—ensuring everyone feels supported throughout their career journey. With access to high-profile transactions spanning retail portfolios through complex securitization programs—and regular interaction with leading industry professionals—you'll find ample opportunity here for both personal development and meaningful contribution.

How to Apply:

Apply today by clicking the link provided below; don't miss out on this outstanding opportunity.