Current jobs related to Financial Portfolio Coordinator - Sydney, New South Wales - Capstone


  • Sydney, New South Wales, Australia Trilogy Funds Full time

    About Trilogy Funds:We are a dynamic and innovative company that values its employees and wants to see them thrive in their careers. Our goal is to provide a supportive and collaborative work environment where employees can grow and develop their skills.About your new Role:The Financial Portfolio Coordinator will be responsible for:Preparing and managing...


  • Sydney, New South Wales, Australia One Power Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Project Portfolio Coordinator to join our team at One Power. In this role, you will be responsible for ensuring the quality and compliance of our project portfolio.You will assist project managers in following up on action items from project reviews, collect and validate financial data to...


  • Sydney, New South Wales, Australia Independent Resourcing Consultancy Ltd Full time

    About the RoleThis Wealth Manager role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a deep understanding of the financial markets and be able to analyze clients' financial situations to create tailored wealth management plans.Responsibilities:Manage...


  • Sydney, New South Wales, Australia Asian Development Bank Full time

    Job OverviewWe are seeking a highly skilled Operations Analyst to join our team at the Asian Development Bank. As an Operations Analyst, you will play a critical role in supporting the Pacific Liaison and Coordination Office in Sydney, Australia.Key ResponsibilitiesData Management: You will oversee the data repository for PLCO portfolios, compile and process...


  • Sydney, New South Wales, Australia Mirvac Limited Full time

    Key ResponsibilitiesBudgeting and Forecasting: Prepare and coordinate financial analysis, reporting, budgeting, forecasting, and long-term analytics for a dedicated portfolio of properties.Scenario Analysis: Conduct sensitivity analysis, including cash flow forecasting, variance, and valuation impacts, to support quick decision-making.Reporting Requirements:...


  • Sydney, New South Wales, Australia CommBank Full time

    As a Senior Manager, Deposits Product Finance, you'll play a critical role in supporting our Everyday Banking business and acting as a finance business partner.This is a unique opportunity to develop your skills and experience in a dynamic and ever-changing environment.You'll be responsible for coordinating and delivering key financial processes for the...


  • Sydney, New South Wales, Australia MUFG Americas Full time

    At MUFG Americas, we're looking for a highly skilled and experienced professional to join our Financial Institutions team as a Vice President. In this role, you will play a key part in the growth and management of our FI portfolio across Australia and New Zealand.About the Job:The successful candidate will have extensive experience in corporate and...


  • Sydney, New South Wales, Australia Challenger Limited Full time

    Job Description:We are seeking a highly skilled and experienced Financial Markets Portfolio Strategist to join our team. The ideal candidate will have extensive dealing and portfolio management experience in Australian financial markets, including exposure to derivatives.The successful candidate will be responsible for the management and execution of...


  • Sydney, New South Wales, Australia HSBC Full time

    HSBC's purpose is to open up a world of opportunity for our customers and colleagues. In Australia, employees have access to tailored professional development, competitive pay, flexible working arrangements, and a range of benefits, including private health insurance, enhanced parental leave, and subsidised banking services.The International Wealth and...


  • Sydney, New South Wales, Australia Trilogy Funds Full time

    Our TeamWe're growing our diverse team at Trilogy Funds, and we're excited to find someone who shares our values and passion for finance and property. As an Assistant Portfolio Manager, you'll be responsible for assisting in the preparation and management of commercial property lending opportunities. Key tasks include:Preparing loan submissions for review by...

  • Portfolio Manager

    2 days ago


    Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    An exciting opportunity has arisen for a talented Portfolio Manager to join a dynamic team.The successful candidate will be responsible for executing and asset managing transactions, including undertaking credit analysis, due diligence, documentation, settlement, and ultimate repayment of transactions. This role offers the chance to work on a mix of first...


  • Sydney, New South Wales, Australia Capitalexecutive Full time

    About CapitalexecutiveCapitalexecutive is an independent, specialist infrastructure manager providing institutional investors with access to global infrastructure projects through tailored portfolios and co-mingled funds. Our multi-disciplinary team focuses on attractive mid-market assets essential to the efficient functioning of communities and economies...

  • Portfolio Manager

    1 week ago


    Sydney, New South Wales, Australia Robert Walters Full time

    An exciting opportunity has arisen for a talented Portfolio Manager to join a dynamic team.The successful candidate will be responsible for executing and asset managing transactions, including undertaking credit analysis, due diligence, documentation, settlement, and ultimate repayment of transactions. This role offers the chance to work on a mix of first...


  • Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    About the Role:We are seeking a talented Portfolio Manager Leader to join our dynamic team. As a key member of our organization, you will be responsible for executing and managing asset transactions, including undertaking credit analysis, due diligence, documentation, settlement, and ultimate repayment of transactions.This role offers the chance to work on a...


  • Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

    About the Opportunity:We are seeking an experienced Investment Portfolio Director to join our dynamic team. As a key member of our organization, you will be responsible for executing and managing asset transactions, including undertaking credit analysis, due diligence, documentation, settlement, and ultimate repayment of transactions.Your Key...

  • Portfolio Manager

    3 days ago


    Sydney, New South Wales, Australia Pedestrian Group Full time

    About Our ServicesWe offer a range of professional services to support business growth and success. Our services include financial analysis, valuation assessments, due diligence, and more.Job RoleThis role is responsible for providing expert advice on financial matters to support business growth and success. Key responsibilities include:Providing financial...


  • Sydney, New South Wales, Australia NXTGIG Full time

    Job DescriptionNXT GIG is a cutting-edge finance team seeking an experienced Portfolio Strategist to join our ranks. In this pivotal role, you will be responsible for analyzing and monitoring investment portfolios for our superannuation clients, providing actionable insights that drive strategic decision-making.Analyze portfolio performance, conducting...

  • Portfolio Analyst

    5 days ago


    Sydney, New South Wales, Australia NXTGIG Full time

    NXT GIG is on the lookout for a meticulous Portfolio Analyst specializing in Super Funds to join our innovative finance team. In this essential role, you will analyze and monitor investment portfolios for our superannuation clients, providing insights that drive strategic decision-making. Your responsibilities will include evaluating portfolio performance,...


  • Sydney, New South Wales, Australia Gough Recruitment Full time

    Gough Recruitment is a leading recruitment agency in Parramatta, specialising in placing top talent in roles across various industries.Job OverviewWe are seeking a highly motivated and organized individual to fill the role of Junior Property Manager, supporting a Part-Time Property Manager in the management and servicing of a local portfolio of 100...


  • Sydney, New South Wales, Australia Dimensional Fund Advisors, L.P. Full time

    About the PositionThis Portfolio Manager will lead the development and implementation of financial models and reports to support investment decisions.Main ResponsibilitiesLead the design and implementation of financial models to analyze investment performance and identify opportunities.Collaborate with cross-functional teams to ensure alignment and effective...

Financial Portfolio Coordinator

1 week ago


Sydney, New South Wales, Australia Capstone Full time
Job Summary

We are seeking a highly motivated and experienced Capital Transaction Analyst to join our team. The successful candidate will have a strong background in finance, economics, or a related field, and will be able to demonstrate their ability to analyse complex financial data and develop effective investment strategies.

Duties and Responsibilities
  1. Transaction Analysis: Conducting in-depth analysis of potential capital transactions to identify opportunities and mitigate risks.
  2. Financial Modelling: Developing and maintaining complex financial models to guide investment decisions and support strategic planning.
  3. Collaboration: Working closely with senior management and stakeholders to optimise capital allocation and investment performance.
Requirements
  1. Education: A degree in Property, Finance, Economics, or a related field.
  2. Experience: 1-2 years of experience in capital markets, investment banking, or a related field.
  3. Skills: Proficiency in financial modelling and data analysis tools, excellent communication and interpersonal skills.