Senior Portfolio Development Specialist
6 days ago
Anton Murray Consulting is seeking a highly skilled Senior Portfolio Development Specialist to join our team in Sydney. As an integral part of our Asset Management division, you will play a crucial role in driving the success of our clients.
About the Role
- We are looking for an experienced professional with a strong background in asset management and portfolio trading desk.
- You will be responsible for managing the assets of all ETFs, ensuring they perform in line with their investment objectives and remain within mandates.
- Our ideal candidate will have excellent technical knowledge of financial products, strong analytical and numerical skills to calculate and interpret portfolio management and risk measurements.
- You will also be responsible for daily reconciliations between front office systems and official valuations, as well as identifying and executing trades necessary for funds to meet their investment objectives.
- We value innovation and seek individuals who can implement new processes and system developments to drive efficiency and growth.
Key Accountabilities
- Developing and maintaining a deep understanding of the investment process for ETFs from purchase to ongoing allocation and management.
- Daily monitoring of fund exposures relative to underlying indices and tracking error analysis to identify and resolve problems.
- Ensuring daily sign-off of fund valuations and production of fund composition files.
- Liaising with market makers for capital markets activities and providing input into product development from concept to implementation.
- Maintaining relationships with service providers to ensure activities are carried out according to SLAs and liaising with legal and compliance teams to ensure regulatory adherence.
Required Skills and Qualifications
- Educated to degree level or equivalent, with relevant certifications such as CFA.
- At least 3-5 years of experience in asset management, index/portfolio trading desk, with advanced Microsoft Excel knowledge and proficiency in VBA programming.
- Strong risk management mindset and ability to seek innovative solutions to problems.
Salary and Benefits
Competitive salary range: AU$120,000 - AU$180,000 per annum, plus additional benefits including bonus structure, professional development opportunities, and a dynamic work environment.
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