Portfolio Support Specialist

1 week ago


Ipswich, South Dakota, Australia beBeeAdministration Full time $80,000 - $100,000
Job Summary

We are seeking a highly organized and detail-oriented individual to fill the role of Portfolio Administrator.

This position will provide administrative support to the Fixed Income team, focusing on portfolio management, research, meeting preparation, and ad-hoc enquiries.

The successful candidate will be based in our Ipswich office, supporting the team at our Mayfair office, and will require regular travel to that location.

Key Responsibilities:
  • Maintaining accurate records, including client databases and cash flows.
  • Providing research support, proof-reading content, and maintaining up-to-date records.
  • Preparing reports, presentations, and other materials for client and internal meetings.
  • Responding to enquiries from internal teams and investment managers.
Requirements:
  • Good standard of education (A-level or equivalent).
  • Previous administration experience.
  • Proficiency in Excel.
  • Excellent communication skills - verbal and written.
  • An understanding or interest in financial markets, particularly bonds, would be advantageous.
Working Hours:

8.00am to 5.30pm, Monday to Friday.



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