Senior Financial Portfolio Manager

A senior accounting professional is required to manage a diverse portfolio of clients, ensuring compliance with regulatory requirements and investor protection within the Australian debt capital markets.

This role involves overseeing client portfolios, devising strategies for distressed or insolvent clients, and providing guidance to junior team members. The successful candidate will have a strong analytical mindset, excellent interpersonal skills, and a commitment to ongoing learning.

• Key Responsibilities:
• Manage a portfolio of clients and matters within the Trustee business, ensuring all trustee powers and obligations are discharged in line with policies, procedures, trust documents, and relevant legislation.
• Devise and implement strategies for distressed or insolvent clients by conducting thorough deal reviews and negotiating documentation with clients or third parties.
• Oversee clients under external administration by maintaining regular communication with Senior Management regarding any issues or potential risks that may arise.
• Lead adherence to established policies and procedures for the retail portfolio while driving continuous improvement through policy simplification and enhanced client management strategies.
• Provide day-to-day assistance and training to Associates involved in 2L activities, fostering a supportive learning environment within the team.
• Build strong relationships with clients, external service providers, regulators, auditors, solicitors, and other stakeholders to ensure prompt responses to all reasonable requests.
• Manage complex transactions by negotiating documentation terms, minimising legal and operational risks, highlighting onerous clauses, and seeking guidance from Senior Managers when necessary.
• Conduct regular financial statement analysis—including profit & loss reviews, balance sheet assessments, and cash flow forecasts—to evaluate client solvency and performance.
• Develop action plans for monitoring requirements of portfolio clients through scheduled weekly, monthly, quarterly, biannual, or annual reviews as needed.
• Prepare comprehensive board papers (half yearly) and committee meeting documents (monthly), ensuring accurate reporting in accordance with internal policies.

We are looking for an experienced accounting professional with a proven track record of managing client portfolios within financial services. The ideal candidate will have at least three years' experience working in insolvency, audit, business services or within a financial institution, and hold CA or CPA qualifications or be admitted as a solicitor.

• Requirements:
• At least three years' experience working in insolvency, audit, business services or within a financial institution.
• CA or CPA qualification—or admission as a solicitor.
• A deep understanding of Australian debt capital markets.
• Proven experience managing client portfolios within financial services.
• Strong analytical skills.
• Excellent interpersonal skills.
• Experience liaising with external auditors, regulatory bodies (such as ASIC), solicitors or insolvency practitioners.
• Familiarity with preparing board papers or committee meeting documents.
• A proactive attitude towards continuous improvement.

We are a leading financial services firm dedicated to investor protection within Australia's sophisticated debt capital markets sector. We offer flexible working arrangements, access to high-profile transactions, and opportunities for professional growth and development.

• Benefits:
• Flexible working arrangements.
• Access to high-profile transactions.
• Opportunities for professional growth and development.
• A supportive learning environment.