Financial Portfolio Specialist

3 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $120,000
Job Description

We are seeking a highly skilled Investment Analyst to join our team. The successful candidate will be responsible for gathering and analysing historical asset allocation, spending, and performance data; evaluating financial histories; analysing investment managers' portfolios; writing investment memos; preparing exhibits and other presentation documentation; and answering client questions and requests.

This role involves quantitative analysis, as well as strong qualitative skills in describing market conditions and relaying investment recommendations to clients in written reports. As senior professionals may be out of the office during periods of time for client meetings, analysts must be self-motivated and disciplined to maintain high personal and professional standards at all times.

Responsibilities
  1. Gather and analyse historical asset allocation, spending, and performance data
  2. Evaluate financial histories
  3. Analyse investment managers' portfolios
  4. Write investment memos
  5. Prepare exhibits and other presentation documentation
  6. Answer client questions and requests
Requirements

  • Portfolio Specialist

    3 weeks ago

    Sydney, New South Wales, Australia State Street Full time

    Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice PresidentJoin to apply for the Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice President role at State StreetPortfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice PresidentJoin to...

  • Financial Portfolio Specialist

    4 days ago

    Sydney, New South Wales, Australia beBeeLoan Full time $120,000 - $180,000

    Job OpportunityBalmain provides a range of financial services and builds long-term relationships with business partners to deliver high service levels to clients and lenders.The Credit Operations Manager is a critical component in assisting the joint Heads of Credit with the monitoring, managing and compliance of loan portfolios.Main ResponsibilitiesManage...

  • Portfolio Specialist

    2 days ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice PresidentPosition SummaryWe are seeking a highly motivated and detail-oriented Portfolio Specialist to join our Client Portfolio Management (CPM) team supporting the Systematic Equity organisation.Systematic Equity at State Street Investment Management spans the...

  • Financial Portfolio Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeInvestment Full time

    We are seeking a highly skilled Investment Analyst to join our team. This is an exciting opportunity for you to utilise your analytical and financial skills in a dynamic environment.The successful candidate will have excellent technical skills in Excel, PowerPoint, and data analysis, with a strong understanding of financial modelling, budgeting, and...

  • Portfolio Specialist

    1 week ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Portfolio Specialist (Systematic Equity ), State Street Investment Management, Assistant Vice PresidentPosition SummaryWe are seeking a highly motivated and detail-oriented Portfolio Specialist to join our Client Portfolio Management (CPM) team supporting the Systematic Equity organisation. Systematic Equity at State Street Investment Management spans the...

  • Financial Portfolio Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeAccountant Full time

    Senior Financial ProfessionalThis is an exciting opportunity to join a leading ASX-listed property group as a Senior Accountant. You will be working across finance and operations, delivering insights that guide decision-making and strengthening performance across a diverse property portfolio.Key Responsibilities:Prepare management reports, budgets,...

  • Portfolio Financial Specialist

    3 days ago

    Sydney, New South Wales, Australia beBeeAccountant Full time $90,000 - $120,000

    Job Title\Seeking a seasoned Portfolio Accountant to join our Property Management Accounting team. As a key member, you will provide financial and management accounting support for a strategic client portfolio.\Prepare accurate and timely monthly management accountsEnsure comprehensive balance sheet, profit and loss analysis, and variance commentaries for...

  • Portfolio Specialist

    1 week ago

    Sydney, New South Wales, Australia State Street Full time

    Position SummaryWe are seeking a highly motivated and detail-orientedPortfolio Specialistto join ourClient Portfolio Management (CPM)team supporting theSystematic Equityorganisation.Systematic Equity at State Street Investment Management spans the full spectrum of quantitative equity strategies, including index, smart beta, sustainability, and active...

  • Portfolio Financial Specialist

    7 days ago

    Sydney, New South Wales, Australia beBeeFund Full time $129,500 - $171,000

    Fund Analyst Role OverviewThe Fund Analyst position plays a pivotal role in the asset management team, reporting directly to a senior fund lead. The primary assets managed include broadacre cropping portfolios and pastoral beef investments.New Forests is a global investment manager of nature-based real assets and natural capital strategies. With over AUD 12...

  • Portfolio Specialist

    7 days ago

    Sydney, New South Wales, Australia State Street Full time

    Position SummaryWe are seeking a highly motivated and detail-orientedPortfolio Specialistto join ourClient Portfolio Management (CPM)team supporting theSystematic Equityorganisation. Systematic Equity at State Street Investment Management spans the full spectrum of quantitative equity strategies, including index, smart beta, sustainability, and active...