
Corporate Financial Portfolio Manager
2 weeks ago
Job Title: Corporate Finance Analyst
Role Description:This is a 6-month contract opportunity to contribute to our financial strategy and governance in a fast-paced environment.
As a Corporate Finance Analyst, you will support our corporate finance portfolios across treasury, insurance, and governance of wholesale energy trading activities.
You will maintain financial resilience by managing liquidity, supporting insurance renewals and claims, and ensuring compliance with regulatory obligations.
Working closely with internal stakeholders and external partners, you will contribute to financial modelling, risk management, and reporting to governance committees.
This role requires strong analytical thinking, attention to detail, and the ability to work collaboratively across teams and with external stakeholders.
Key responsibilities include:
- Supporting the management of cash and liquidity, including preparing cashflow forecasts and executing financial market transactions.
- Assisting with the annual insurance renewal process, claims management, and coordination with brokers and underwriters.
- Ensuring compliance with regulatory obligations, including preparing and maintaining supporting documentation and financial models.
- Monitoring and assessing counterparty credit risk under our wholesale energy credit policy, and reviewing contract proposals to ensure financial risks are identified and managed.
- Contributing to financial modelling, reconciliation of energy supplier invoices, and preparation of reports for governance committees.
- A Bachelor's degree in Finance, Accounting, Economics, or a related discipline (postgraduate qualifications such as CA or CPA are highly regarded).
- Strong Excel financial modelling skills and familiarity with SAP for financial transactions and reporting.
- Exposure to treasury operations, insurance processes, or corporate finance, ideally gained in a corporate, banking, consulting, or insurance environment.
- Strong analytical thinking, attention to detail, and the ability to work collaboratively across teams and with external stakeholders.
We value our customers, the community we operate in, and our people. We believe in creating an inclusive and diverse workplace where everyone can thrive and feel a true sense of belonging.
At our organization, you'll have access to professional development opportunities, paid parental leave, volunteer leave, and other benefits designed to help you balance your work and home life.
We're proud to be recognized as an inclusive employer by the Diversity Council of Australia. We celebrate our diversity and warmly welcome applications from individuals of all backgrounds, especially those from underrepresented groups.
-
Financial Portfolio Manager
1 week ago
Perth, Western Australia beBeePortfolio Full time $90,000 - $120,000Job OpportunityAt our organization, we are seeking a skilled and analytical professional to support the management of our portfolio in Australia.Key responsibilities include ensuring the portfolio is managed consistently with our operational and strategic framework, managing credit-linked administrative tasks, generating financial and industry analysis, and...
-
Corporate Portfolio Manager
2 weeks ago
Perth, Western Australia beBeeAccount Full time $200,000As a key professional, you will play a vital role in expanding our corporate division by managing and growing a portfolio of top-tier clients.About the RoleThis position involves analysing client risks and providing tailored coverage solutions to ensure retention and satisfaction. You will also be responsible for negotiating with insurers to secure...
-
Corporate Advisor
1 week ago
Perth, Western Australia Occam Corporate Full time $90,000 - $120,000 per yearCompany DescriptionOccam is a corporate services team based in West Perth, Australia, dedicated to delivering sound advice, value, and transparency to our growing portfolio of listed and not-for-profit clients. The Occam team has a wealth of experience in providing corporate services to companies listed around the globe.Role DescriptionThis is a full-time,...
-
Corporate Advisor
2 weeks ago
Perth, Western Australia Occam Corporate Full timeOccam is a corporate services team based in West Perth, Australia, dedicated to delivering sound advice, value, and transparency to our growing portfolio of listed and not-for-profit clients. The Occam team has a wealth of experience in providing corporate services to companies listed around the globe.Role DescriptionThis is a full-time, on-site role for a...
-
Corporate Advisor
1 week ago
Perth, Western Australia Occam Corporate Full timeOccam is a corporate services team based in West Perth, Australia, dedicated to delivering sound advice, value, and transparency to our growing portfolio of listed and not-for-profit clients. The Occam team has a wealth of experience in providing corporate services to companies listed around the globe.Role DescriptionThis is a full-time, on-site role for a...
-
Corporate Advisor
4 days ago
Perth, Western Australia Occam Corporate Full timeOccam is a corporate services team based in West Perth, Australia, dedicated to delivering sound advice, value, and transparency to our growing portfolio of listed and not-for-profit clients. The Occam team has a wealth of experience in providing corporate services to companies listed around the globe.Role DescriptionThis is a full-time, on-site role for a...
-
Financial Portfolio Manager
4 days ago
Perth, Western Australia beBeeRelationship Full time $100,000 - $145,000This role involves managing diverse portfolios and ensuring clients' financial needs are met. Regular communication with clients, their families, health professionals, and other stakeholders is required to deliver optimal outcomes.Key Responsibilities:Manage a range of clients, collaborating with financial advisers to oversee investment...
-
Financial Portfolio Manager
6 days ago
Perth, Western Australia beBeeInvestment Full time $120,000 - $180,000Job OverviewWe are seeking a seasoned investment professional to deliver exceptional financial solutions to clients.Presents and positions the investment proposition to clients across multiple asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and alternatives.Educates and trains colleagues on...
-
Corporate Portfolio Development Manager
2 weeks ago
Perth, Western Australia beBeeAccount Full time $200,000Job Description:Expand your career in corporate account management with a dynamic opportunity to service top-tier clients and drive business growth. As a seasoned professional, you will be responsible for managing and growing a corporate client portfolio, ensuring retention and satisfaction through proactive advice and regular contact.Key responsibilities...
-
Client Portfolio Manager
7 days ago
Perth, Western Australia beBeePortfolio Full time $93,100 - $124,940Job Title: Client Portfolio Manager We are seeking a Client Portfolio Manager to join our team, playing a key role in supporting the delivery of exceptional client outcomes. In this role, you will be part of a collaborative team that works closely with Client Coverage and Product Specialists to manage a portfolio of Corporate & Institutional...