Financial Modeller

2 weeks ago

Sydney, New South Wales, Australia beBeeQuantitative Full time $100,000 - $140,000

Key Responsibilities

  • Create, audit and maintain key financial models to support Asset Allocation reviews.
  • Automate quantitative performance packs for investment management and portfolio reporting.
  • Develop client portfolio reporting for major clients of the advice network.
  • Manage portfolio activities including hedging foreign exposures and adjusting asset allocations.
  • Contribute to board papers and governance requirements for Perpetual Private products.

Requirements

  • A degree in a subject related to finance or mathematics.
  • Demonstrated experience analysing multi-asset class funds and investments.
  • Experience in wealth management or investment industry with relevant skills.
  • Advanced Excel and financial modelling skills, and intermediate MS Word and PowerPoint.
  • Familiarity with data analysis and database methods, programming languages such as SQL, R, MATLAB beneficial.

About Us

We are an ASX-listed company consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust. We offer a diverse range of products and services to our customers.

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