Portfolio Implementation Analyst

1 week 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



  • Sydney, Australia Lonsec Full time

    **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and...


  • 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...


  • Sydney, New South Wales, Australia Mercer Full time

    Join or sign in to find your next jobJoin to apply for the Fund Implementation, Senior Analyst role at MercerContinue with Google Continue with Google1 week ago Be among the first 25 applicantsJoin to apply for the Fund Implementation, Senior Analyst role at MercerWe are seeking a talented individual to join our Investment Implementation team at Mercer. This...


  • Sydney, New South Wales, Australia Mercer Full time

    Join or sign in to find your next jobJoin to apply for the Fund Implementation, Senior Analyst role at MercerContinue with Google Continue with Google1 week ago Be among the first 25 applicantsJoin to apply for the Fund Implementation, Senior Analyst role at MercerWe are seeking a talented individual to join our Investment Implementation team at Mercer. This...


  • 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...

  • Portfolio Analyst

    1 day ago


    Sydney Inner Suburbs, Australia Suncorp Group Full time

    **Permanent role**: - **Become part of the Specialist Motor Portfolio team, with a strong collaborative and customer-focussed culture**: - **Contribute towards BAU reporting as well as ad-hoc initiatives being managed by the team**: - **Any location** A rare opportunity exists for a Portfolio Analyst to join the Speciality Portfolio team in Consumer...

  • Portfolio Analyst

    2 weeks ago


    Sydney, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team - Enjoy a rewarding career move with opportunities for development - Make a difference with a fund that puts members first **About us** When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members. Australian Retirement Trust...

  • Portfolio Analyst

    7 days ago


    Sydney, Australia Singtel Group Full time

    Select how often (in days) to receive an alert: Join our Network Delivery Office (NDO) team, where we ensure effective portfolio delivery and performance across the Networks division. We are seeking a motivated Portfolio Analyst to provide governance, financial administration, reporting and insight support. You will analyse financial and project...


  • Sydney, Australia Allianz Australia Full time

    **System Implementation Analyst - Technical Division | Location - Anywhere in Australia** - Play an integral part in the implementation of system & pricing changes - Utilise your data management, testing & communication skills to their maximum - Allianz is a Flex Ready employer, flexible working options are available **How far can you go with the support of...

  • Portfolio Analyst

    2 weeks ago


    Sydney, New South Wales, Australia Optus Full time $80,000 - $120,000 per year

    Join our Network Delivery Office (NDO) team, where we ensure effective portfolio delivery and performance across the Networks division.We are seeking a motivated Portfolio Analyst to provide governance, financial administration, reporting and insight support. You will analyse financial and project performance, prepare reports, and insights. The role will...