Portfolio Management Specialist

23 hours ago


Brisbane, Queensland, Australia beBeeChange Full time $110,000 - $140,000
Portfolio Management Specialist

This is a high-level role focused on implementing a new Portfolio Management System within the investments space.

Main Responsibilities:
  • Develop and deliver strategic plans to engage stakeholders, build adoption, and support successful delivery of the system.
  • Partner with key stakeholders to assess readiness and drive adoption of the new technology.
  • Support business communications, engagement, and training initiatives to ensure smooth transition and maximize value.
  • Identify and mitigate risks, as well as resistance points, through targeted strategies.
  • Provide clear, concise reporting and updates on progress and outcomes to all relevant parties.
Key Requirements:
  • Multiple years of experience in portfolio management (senior-level role).
  • Strong knowledge of project management methodologies and change management principles.
  • Proven ability to engage effectively with stakeholders, leveraging excellent communication skills.
  • Familiarity with financial services or investment management environments highly desirable.
  • Experience supporting large-scale system implementations, such as Aladdin, SimCorp, or Charles River, an asset.


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