Current jobs related to Portfolio Analyst - Sydney - Centuria Capital Limited

  • Portfolio Analyst

    2 weeks ago

    Sydney, Australia Westpac Banking Corporation Full time

    Portfolio Analyst **How will I help?** We are looking for a Portfolio Analyst to join our team. **What's in it for you?** You'll play an important and significant part in the future of a business that has been around for 200 years and be instrumental in achieving our purpose of helping Australians succeed. So, we'll back you in the development of your...

  • Analyst, Portfolio Management

    1 week ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach which includes working 3 days in the office and the choice to work 2 days in the office or remotely, depending on what is best for that work day. This maximizes in person...

  • Portfolio Analyst

    2 weeks ago

    Sydney, Australia FinXL Full time

    **Job details**: - Posted 14 November 2024 - SalaryNegotiable - LocationSydney - Job type Contract - DisciplineDigital & Product Engineering - Reference90M0656463_1731559157 **Job description**: Portfolio Analyst FinXL IT Professional Services is an established innovative Australian company providing technology enabled business solutions and consulting...

  • Analyst, Portfolio Management

    4 days ago

    Sydney, Australia Dimensional Fund Advisors Full time

    Notes to applicants: - Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work in the office or remotely on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility....

  • Portfolio Planning Analyst

    2 weeks ago

    Sydney, Australia Maxima Full time

    **Portfolio Planning Analyst - Local Government** $61.83ph + Super Mon - Friday 0800 - 1700 Maxima, on behalf of our client, is seeking an experienced **Portfolio Planning Analyst** to join their team! Dedicated to ensuring excellence in all that they do with high levels of job satisfaction & quality in the service they provide. **Key...

  • Portfolio Value Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Suncorp Group Full time

    Join to apply for the Portfolio Value Analyst role at Suncorp Group1 day ago Be among the first 25 applicantsJoin to apply for the Portfolio Value Analyst role at Suncorp GroupSupport a significant portfolio within a leading Australian InsurerExposure to senior stakeholders, fast paced, varied, lots of autonomyInitial 12 month fixed term contract, likely to...

  • Portfolio Value Analyst

    4 weeks ago

    Sydney, New South Wales, Australia Suncorp Group Full time

    Join to apply for the Portfolio Value Analyst role at Suncorp Group1 day ago Be among the first 25 applicantsJoin to apply for the Portfolio Value Analyst role at Suncorp GroupSupport a significant portfolio within a leading Australian InsurerExposure to senior stakeholders, fast paced, varied, lots of autonomyInitial 12 month fixed term contract, likely to...

  • Portfolio Analyst

    1 week ago

    Sydney, Australia Westpac Banking Corporation Full time

    Portfolio Analyst **How will I help?** We are looking for a Portfolio Analyst to join our team. **What's in it for you?** You'll play an important and significant part in the future of a business that has been around for 200 years and be instrumental in achieving our purpose of helping Australians succeed. So, we'll back you in the development of your...

  • Digital Portfolio Analyst

    7 days ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey to lighting the way to a brighter futurea brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.- We are looking for a Digital Portfolio Analyst to work within our SME General Insurance team. Reporting to the Digital Portfolio...

  • Strategic Portfolio Analyst

    1 day ago

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

    Investment Analyst RoleOur client, a private investment and development group, is seeking an ambitious Investment Analyst to support their expanding portfolio of strategic investments with a core focus on real estate development.This rare opportunity offers exposure to funds management, infrastructure, hospitality, and private equity-style transactions –...

Portfolio Analyst

2 weeks ago

Sydney, Australia Centuria Capital Limited Full time

**Specific Responsibilities**:

- Co-ordination of the external valuations and preparation of internal Valuations of the Fund assets for statutory and internal reporting purposes, including provision of information and advice to the Fund's auditors.
- Preparation of annual Asset Plans and Asset Plan re
- forecasting to ensure accurate, timely and reconciled forecasts for management reporting and investment decision making purposes.
- Prepare 5-year cash flow forecasts for the Listed and Unlisted Funds.
- Manage the tracking of land valuation and tax and coordinate the review and objection process.
- Work closely with the Portfolio Manager to ensure accurate, timely and reconciled monthly reports, quarterly fund updates and half yearly ASX reporting requirements.
- Assist in the preparation of monthly Portfolio Board Reports for the Listed and Unlisted Funds.
- Assist in the co-ordination of information and reporting from external property and asset managers.
- Managing, maintaining management fee revenue and expense schedules.

**Personal and Professional Standards**
- Adhere to, support and promote the Compliance Policies and Procedures, which govern personal and professional behaviour.
- Ensure activities are conducted in accordance with relevant procedures.
- Ensure confidential information is protected, given the privileged access that will often be given to holders of this position.

Pay: $90,000.00 - $110,000.00 per year

**Benefits**:

- Employee discount
- Free food
- Maternity leave
- Paid volunteer leave
- Parental leave
- Travel reimbursement
- Work from home

Schedule:

- 8 hour shift
- Monday to Friday

Work Authorisation:

- Australia (required)

**Location**:

- Sydney, NSW 2000 (preferred)