Strategic Portfolio Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $180,000

Job Summary


We are seeking a seasoned Financial Analyst with expertise in Aladdin platform to support portfolio management, risk analytics, and investment decision-making. The ideal candidate will have a strong background in financial data management, modeling, and reporting.


Key Responsibilities:

  • Leverage Aladdin platform expertise to support portfolio management, risk analytics, Securities set up and investment decision-making.
  • Manage large and complex financial datasets; ensure accuracy, integrity, and compliance with reporting standards.
  • Provide detailed financial and risk analysis to support investment strategies and business decisions.
  • Partner with investment teams, operations, and technology teams to optimize workflows and resolve data issues.
  • Develop and deliver financial models, dashboards, and performance reports using Aladdin tools and data.
  • Monitor investment performance, market trends, and risk exposures, presenting actionable insights to senior management.
  • Support automation and process improvements in financial analysis and reporting.
  • Ensure compliance with regulatory and internal risk frameworks.

Requirements:

  • Mandatory hands-on experience with Aladdin (minimum 3+ years).
  • 5–10 years of experience in Securities set up, financial analysis, portfolio/risk management, or investment data management.
  • Strong background in financial data management, modeling, and reporting.
  • Proficiency in Excel and SQL; experience with BI/analytics tools (e.g., Tableau, Power BI) is a plus.
  • Strong understanding of investment products (equities, fixed income, derivatives, etc.) and financial markets.
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong communication skills with ability to present insights to stakeholders.
  • Bachelor's/Master's degree in Finance, Economics, Accounting, or a related field. Professional certifications (CFA/FRM) preferred.

Employment Details:

  • Seniority level: Mid-Senior level
  • Employment type: Full-time
  • Job function: Finance
  • Industries: Investment Management, Investment Banking, and Financial Services

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