Portfolio Associate
6 hours ago
- Support portfolio data management, reporting, and analysis for Australian investments.
- Collaborate with APAC teams to ensure seamless portfolio operations.
- Ideal for fund ops professionals with strong Excel and analytical skills.
Company Overview
Join a leading investment management team with a strong footprint across the Asia-Pacific region. This boutique yet globally connected group supports a diverse range of portfolios managed by experienced investment professionals based in Australia, Singapore, Japan, and Hong Kong. The team prides itself on collaboration, precision, and analytical excellence.
Role Overview
We are looking for a Portfolio Analyst to join a high performing investment team based in Sydney. Supporting a small team of Australia based Portfolio Managers and working closely with colleagues across APAC you'll play a key role in ensuring smooth portfolio operations, accurate data management, and insightful reporting.
This is a fantastic opportunity for someone from a fund operations, middle office, or capital markets background who enjoys analytical "hands-on" work and wants exposure to portfolio management processes, particularly within fixed income and bond markets.
Key Responsibilities
- Provide operational and analytical support to Portfolio Managers across Australian portfolios
- Maintain and reconcile portfolio data, ensuring accuracy and integrity
- Prepare performance and exposure reports, and assist with portfolio monitoring
- Support analysis and reporting for fixed income and bond portfolios
- Liaise with traders, operations, and technology teams across the APAC region
- Contribute to the continuous improvement of systems, processes, and reporting tools
Skills & Experience
- Experience in fund operations, middle office, structured products, or capital markets
- Exposure to fixed income or bond markets highly regarded
- Strong Excel skills — confident manipulating large datasets and solving problems on the fly
- Meticulous attention to detail with strong numerical and analytical ability
- Proactive, organised, and comfortable managing multiple deliverables
- Excellent communication skills, both written and verbal
- Advanced Excel including coding or data tools (Python, VBA, SQL) a plus, but not required
- A genuine interest in financial markets and investment operations
What's on Offer
- Sydney CBD location with hybrid working arrangements (1-2 days from home)
- Exposure to experienced Portfolio Managers and investment professionals across APAC
- Collaborative, high-performance environment that values analytical thinking and precision
- Competitive salary package on offer
Click on the
'APPLY'
button or contact
for a confidential discussion.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply
.
-
Portfolio Analyst
11 hours ago
Sydney, New South Wales, Australia e7df15d0-5124-498e-b911-f2a8823df39a Full time $80,000 - $120,000 per yearPIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the...
-
Sydney, New South Wales, Australia Commonwealth Bank Full time $120,000 - $250,000 per yearDirector/Associate Director opportunity to join CBA's Private Equity Financing teamBe part of this progressive and innovative environment Sydney CBD based roleSee yourself in our teamThe Private Equity Financing (PEF) team is part of CBA's Institutional Banking & Markets (IB&M) business. The team plays a key role in originating, structuring and executing...
-
Sydney, New South Wales, Australia 3b2a1943-8a24-4e1f-bd02-f89fe48c5273 Full time $80,000 - $120,000 per yearAnalyst / Associate – Portfolio Management – Global Infrastructure Investment PlatformSupport flagship global unlisted infrastructure funds with broad exposure across portfolio analytics, investor engagement and co-investment activity.Work closely with senior investment leaders across a multi-office platform with deep sector capability.Join a...
-
Sydney, New South Wales, Australia Westpac Group Full time $90,000 - $120,000 per yearSupport balance sheet, loan pricing, and capital management across CIBDevelop expertise in institutional banking, returns, and regulatory capitalWhat's the role?We're looking for a Senior Associate / Associate to join the Credit & Capital team within Westpac's Corporate and Institutional Bank (CIB). You will play a key role in supporting balance sheet and...
-
Sydney, New South Wales, Australia Westpac Institutional Bank Full time $80,000 - $120,000 per yearJob DescriptionSupport balance sheet, loan pricing, and capital management across CIBDevelop expertise in institutional banking, returns, and regulatory capitalWhat's the role?We're looking for a Senior Associate / Associate to join the Credit & Capital team within Westpac's Corporate and Institutional Bank (CIB). You will play a key role in supporting...
-
Senior Investment Portfolio Associate
6 days ago
Sydney, New South Wales, Australia Michael Page Full time $90,000 - $120,000 per yearStep into a specialist role with clear progressionGain exposure to complex portfolios, corporate actionsAbout Our ClientOur client is a leading wealth management and investment services provider, recognised for delivering innovative portfolio solutions and high-quality client outcomes. With a strong focus on precision, service excellence, and growth, they...
-
Sydney, New South Wales, Australia East Partnership Full time $80,000 - $120,000 per yearSupport flagship global unlisted infrastructure funds with broad exposure across portfolio analytics, investor engagement and co-investment activityWork closely with senior investment leaders across a multi-office platform with deep sector capabilityJoin a high-performing Private Markets team actively deploying and managing capital across transport, energy,...
-
Book Portfolio Manager
6 days ago
Sydney, New South Wales, Australia WorldQuant Full time $150,000 - $250,000 per yearWorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial strategies focused on market inefficiencies. Our teams work collaboratively to drive the production of alphas and...
-
Director, Portfolio Management
1 week ago
Sydney, New South Wales, Australia Barings Full time $120,000 - $250,000 per yearAt Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.We thank...
-
Portfolio Analyst
6 days ago
Sydney, New South Wales, Australia Reserve Bank of Australia Full time $80,000 - $120,000 per yearMore flexibility, less one-size-fits-allWorking with modern and resilient technology in a hybrid work environment. We're focused on significant projects and innovations over the next few years. Use modern collaboration tools to operate seamlessly in a hybrid and flexible environment.A supportive and inclusive team culture. Joining the largest department at...
