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Portfolio Management Assistant

2 months ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time
Job Summary

We are seeking a highly skilled Portfolio Management Assistant to join our team at Anton Murray Consulting. As a key member of our Asset Management team, you will be responsible for assisting with the management of our clients' assets and ensuring that their investment objectives are met.

Key Responsibilities
  • Asset Management: Assist with the management of our clients' assets, including the preparation of daily reconciliations and the identification of investment opportunities.
  • Investment Analysis: Conduct thorough analysis of investment opportunities and provide recommendations to our clients.
  • Portfolio Administration: Assist with the administration of our clients' portfolios, including the preparation of reports and the coordination of activities with other business functions.
  • Risk Management: Monitor and manage risk associated with our clients' investments and ensure that their portfolios are aligned with their risk tolerance.
  • Communication: Communicate effectively with our clients and other stakeholders to ensure that their needs are met and that they are informed of any changes to their portfolios.
Requirements
  • Education: A degree in a relevant field, such as finance or economics.
  • Experience: 3-5 years of experience in asset management or a related field.
  • Skills: Excellent analytical and technical skills, with a strong understanding of financial products and risk management.
  • Software: Proficiency in Microsoft Excel and other relevant software.