Strategic Portfolio Manager

4 days ago

Sydney, New South Wales, Australia beBeeStrategic Full time $200,000 - $250,000

About the Job

We are seeking a highly skilled Strategic Portfolio Manager to join our team. As a key member of our Client Management & Execution (CME) team, you will be responsible for managing a portfolio of clients across Australia, UK, USA and Asia.

Your primary responsibilities will include:

  • Managing the larger and more complex transactions within the CME Directorship;
  • Providing significant experience input and support on structuring transactions, preparing credit submissions, employing financial modelling where required and making recommendations on transactions to credit;
  • Driving transactions forward whilst engaging multiple stakeholders including Client Coverage team, Product Partners and client support teams to achieve a seamless client experience;
  • Responsible for oversight of the risk profile monitoring and compliance requirements of each client portfolio with the Directorship; ensuring portfolio hygiene is at a good standard;
  • Attending internal and external stakeholders' meetings to support business outcomes whilst managing portfolios;
  • Providing regular guidance/coaching to senior associates, associates and analysts within the team.

About You

To succeed in this role, you will be a self-starter with a strategic mindset, who is motivated to succeed in a fast-paced, at times ambiguous and complex environment. You will have:

  • Extensive demonstrated experience working in a similar role within Corporate and Institutional;
  • Strong skills in credit writing, transaction structuring and document negotiation;
  • Awareness of market risk related issues (including legislation etc.);
  • Exceptional communication, relationship management and leadership skills;
  • Proven ability in strategic planning and execution skills;
  • Advanced analytical/numerical skills and attention to detail with regards to the customer request/borrowing purpose, risk assessment, financial modelling/analysis and documentation knowledge;
  • Professional or Postgraduate qualifications preferred but not necessary (generally CA, CPA, MBA or Masters).

About Us

We offer a competitive market salary, annual performance incentives, and a flexible working environment. By joining our team, you will be ambitious for growth; always curious and learning from colleagues. You will speak honestly, always valuing the time and opinion of others. You will own your work, doing what's right, even when it's hard.

A diverse and inclusive workplace works better for everyone.

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