Investment Portfolio Associate

4 weeks ago

Sydney, New South Wales, Australia Perigon Group Full time

We are seeking a highly skilled Investment Portfolio Associate to join our team at Perigon Group in Sydney.

About Us

Our client is a national investment and wealth manager providing access to markets with a range of investment options. Their market-leading research allows them to access a wide range of opportunities, yielding higher returns than their competition while being supported by a balanced and steady portfolio.

About the Role

This role will suit an assured candidate who has proven time management ability to achieve allocated deadlines. You will report to and support a team of Investment Advisors within our Sydney corporate office, working in a busy and fast-paced environment that has experienced growth.

Main Responsibilities:
  • Execute trades accurately and efficiently, complying with regulatory requirements and company policies.
  • Assisted in monitoring client portfolios, tracking performance, and recommending adjustments as necessary.
  • Liaising with share registries and coordinating between front and back-office functions.
  • Check advisers' daily reports and action follow-ups as required; including debtor monitoring, advisor emails, client accounting, prepare write-off's and sell orders, etc.
  • Conduct extensive research and analysis of companies, industries, and market trends to identify potential investment opportunities and provide investment recommendations.
  • Monitored market trends, industry developments, and economic indicators to provide timely updates and insights for portfolio managers and clients.
  • Provide Clients with Market Research and Investment advice.
  • Analysed financial performance, evaluated stock valuation, and assessed risk factors to develop comprehensive thesis.
Requirements

To be considered for this role you will have 5 years' work history within financial services, with knowledge of or experience in ETFs and listed investments is preferred. Also considered are applicants with knowledge of financial advisers and the advice industry and experience in this area of financial services.

Your Skills & Qualifications

You will have outstanding communication skills and thrive in a busy environment and keep to tight deadlines. Time management is key as is the ability to multi-task. Strong MS Office skills are expected and an ability to multi-task is critical.

Salary Information

The estimated annual salary for this role is $85,000 - $110,000 AUD, depending on your level of experience and qualifications.

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