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Senior Portfolio Manager

1 month ago

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

About the Role:


Anton Murray Consulting is seeking a Senior Portfolio Manager to join their Outsourced Middle Office team, based in Sydney or Melbourne. The ideal candidate will have over 5 years of experience in a similar role and a strong understanding of outsourced Middle Office services.


About the Team:


The Middle Office team's primary purpose is ensuring clients receive high-quality Middle Office services, including daily production execution, management of queries, issue resolution, client change delivery, and operating model development.


Your Key Responsibilities:



  • Manage client escalations and issues for Middle Office
  • Lead Middle Office updates in Client Service reviews and Ops to Ops meetings
  • BUILDING STRONG COLLABORATIVE RELATIONSHIPS WITH CLIENTS
  • Escalate client issues appropriately for resolution within the broader MO
  • Analyse client reporting and identify opportunities for efficiencies and service enhancements
  • Chair the Middle Office Client Forum
  • Support client change and new services initiatives as required
  • Generate ideas for process improvement to systems and processes
  • Adhere to the risk and control framework, including maintenance and update of internal procedures
  • Manage incident process effectively and within reasonable timeframes
  • Back-up and contingency plans maintained and understood in the event of system outages

About You:



  • Over 5 years' experience in a similar role
  • 5+ years' experience in an Account Manager capacity
  • Tertiary degree – preferably in commerce and finance
  • Knowledge of fixed income, equities, foreign exchange, cash & FX markets and corporate actions and derivatives
  • Solid understanding of outsourced Middle Office services
  • Systems knowledge of TradeFlow, Hi-Portfolio, Calypso, IntelliMatch, MS Word, and Excel (intermediary/expert)

What We Offer:


Anton Murray Consulting offers a competitive salary of $120,000 - $180,000 per annum, depending on experience, and a range of benefits, including career development opportunities and a collaborative work environment.


This is a great opportunity to join a dynamic team and develop your skills in a fast-paced and exciting industry. If you are a motivated and experienced professional looking for a new challenge, please apply now