Portfolio Implementation Analyst

5 days ago


Sydney, Australia Macquarie Group Limited Full time

At Macquarie, we support a hybrid working model._

Are you a highly driven professional with a keen interest in financial markets and trading?

As a Portfolio Implementation Analyst, you’ll work directly with key stakeholders and will play a vital role in growing and implementing the Macquarie managed account offering, a significant part of our Wrap Investment Platforms business that has over $122 billion in funds under administration.

Utilising your excellent communication and relationship building skills, this role will see you liaising with external brokers, fund managers and vendors and collaborating across different divisions of Macquarie to achieve positive outcomes for our clients.

Bringing with you strong critical thinking and analytical skills and the ability to understand new ideas and concepts quickly, you’ll be able to gain a thorough understanding of the Macquarie managed account offering which is made up of both retail and wholesale products. You’ll be given the opportunity to build on your existing knowledge of financial markets and trading and develop a deep level of knowledge of a specialised sector.

**In this role you will**:

- Set up and implement a risk framework to reduce operational risk and improve team adherence to agreed SLA
- Work with the Project and Wealth Leadership Teams to prioritize and implement key technical improvements
- Review and management of client models for performance reporting
- Be responsible for product management, resolving account issues and contributing towards presentations and reports to Investment Committees and Boards

**To excel in this role, you will**:

- Have a keen interest in trading and financial markets
- Have a familiarity with ASX listing and settlement rules
- Thrive managing work using agile principles and frameworks
- Be curious and self-motivated, with a passion for developing exceptional client and user experiences
- Be an analytical thinker who can process data, synthesise into insights and present to stakeholders in compelling ways that drive strategic change
- Thrive in a collaborative team, bringing excellent communication and interpersonal skills. Committed to best practice and sharing ideas and inspiration within the team and across the organisation
- Be comfortable spanning conversations with a variety of technical and business stakeholders
- Have exposure to SQL, VBA, Iress, CHESS, Pega, Garradin, & bookings and settlement operations are a bonus
- Strong excel skills and an understanding of SQL and VBA is preferable

**About Banking and Financial Services**

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients.

**Our commitment to Diversity, Equity and Inclusion**

The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.

**About Macquarie**:
A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 19,200+ employees and offices in 34 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

**Job no**: BFS-972423
- **Work type**: Permanent - Full time
- **Location**: Sydney
- **Category**: Senior, Mid-senior, Data & Analytics, Technology, Risk Management
- **Group**: Banking and Financial Serv



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