Financial Portfolio Specialist

2 weeks ago

Brisbane, Queensland, Australia beBeeAnalytical Full time $154,800 - $165,263
Portfolio Management Role

The Portfolio Manager will collaborate with senior stakeholders and clients to establish portfolio management agreements, focusing on asset-backed and mortgage-backed securities.

Key Responsibilities:

  • Reconcile client positions and cash balances with custodian records, ensuring accurate internal records.
  • Assist with trading activities, coordinating with brokers, traders, and operations teams.
  • Monitor credit and market risks in collaboration with the credit analysis team and broader group.
  • Prepare client reports, performance reviews, and marketing presentations.
  • Respond to client inquiries and requests for information via email and telephone.

Requirements:

  • Broad experience in fixed income markets and specific knowledge of asset-backed and mortgage-backed securities.
  • Strong analytical skills and attention to detail and accuracy.
  • Good Microsoft Excel application knowledge.
  • Excellent communication and interpersonal skills, both written and verbal.
  • Able to work in a fast-paced environment.
  • Self-motivated, able to work under own initiative.

As a leading global brokerage firm, we offer a full range of integrated voice and electronic services to wholesale market participants across various financial markets.

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