Portfolio Implementation Associate

Portfolio Implementation Associate

About Lonsec

Lonsec Investment Solutions (Lonsec) is a specialist model portfolio manager with extensive expertise in portfolio construction, asset allocation and investment selection, with our best ideas encapsulated in a series of Lonsec managed portfolios to meet different client needs.

Drawing off Lonsec Research's established and in-depth research with coverage across listed and unlisted investment products, Lonsec offers a broad suite of investment solutions to suit a diverse range of adviser and investor requirements.

About The Role

The Portfolio Implementation Associate supports the Portfolio Implementation Manager in executing changes to Lonsec's portfolios on partner platforms. Key tasks include ensuring timely portfolio adjustments, collaborating with Portfolio Managers to add holdings, assisting in the onboarding of new portfolios, and managing reporting requirements. This role is essential for effective portfolio management and reporting.

**Responsibilities**:

- Work closely with the Portfolio Managers to ensure investment selected for addition is available across all relevant platforms.
- Once a decision to make portfolio changes has been made, the Implementation Associate needs to execute trades efficiently and accurately.
- Post-trade checks ensuring accuracy of trades.
- Produce and publish portfolio change reports.
- Work closely with the investment analysts to deliver regular reports and due diligence reviews for the platforms.
- Work closely with the platforms to ensure a thorough understand of each platforms' implementation process.
- Maintain and update implementation process guide regularly and as required.
- Maintain and update platform mandate summary document.
- Work with technology to enhance our implementation process and functionality.

About you:

- An undergraduate degree in a business or mathematical based discipline (science or engineering) e.g. BComm, BBus, BA, BEc, BSc, BApSci
- 1+ years of relevant industry work experience
- A good understanding Asset Management services.
- Excellent attention to detail - a strong ability distil financial information down to key concepts and convey this in written form efficiently, clearly and concisely.
- Strong organisational and time management skills - meet deadlines and coordinate and manage various tasks at a time (and reprioritise as new tasks come to hand).
- A clear and demonstrable understanding of investment markets, investment vehicles and major asset classes within the funds management industry, with a particular strength in and understanding of asset allocation.
- Ability to work as part of a team as well as autonomously while taking responsibility for meeting personal objectives.
- Expertise in Microsoft Excel, Word, PowerPoint and Adobe Acrobat
- A demonstrable interest in finance and investment

What we offer
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Paid parental leave
- Volunteer and Study leave
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
- Wellness program (including an annual wellness reimbursement for all staff to put towards health and wellness-related activities)
- Social and charity events

If you're a motivated individual with strong attention to detail, a solid understanding of portfolio implementation, and the ability to collaborate effectively with investment professionals, we'd love to hear from you

Working rights - You must hold current permanent and full-time working rights in Australia eg. Citizen or Permanent Resident

Job ID 145