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Financial Services Professional
2 weeks ago
Elevate your career in financial services by managing a diverse portfolio of clients and overseeing compliance with relevant laws and regulations.
About the Role- Analyse financial statements thoroughly to monitor client performance and prepare detailed reports for senior leadership.
- Develop action plans for monitoring requirements of portfolio clients through scheduled reviews.
This is an excellent opportunity for someone who thrives on responsibility and enjoys building strong professional relationships while contributing meaningfully to investor protection.
Key Responsibilities- Manage complex transactions by negotiating documentation terms, minimising legal and operational risks.
- Conduct regular financial statement analysis to evaluate client solvency and performance.
- CA or CPA qualification or admission as a solicitor.
- At least three years' experience working in insolvency, audit, business services or within a financial institution.
- A deep understanding of Australian debt capital markets.
- Proven experience managing client portfolios within financial services.
- Strong analytical skills to conduct detailed financial statement analysis.
We stand out for our dedication to investor protection. Our inclusive culture encourages knowledge sharing, supporting career growth without compromising work-life balance. Enjoy flexible working arrangements, high-profile transactions, and remuneration packages reflective of your expertise.
