Senior Associate
2 days ago
The Company
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
As a Senior Associate in the Wealth Advice team, you will contribute to investment committee work, product research, deal execution, and adviser support. The key responsibilities are:
- Investment Committee Support:Prepare data packs, participate in meetings, generate ideas, and follow up on action items.
- Product Review & Fund Research:Conduct due diligence on new products, monitor approved lists, and coordinate manager presentations.
- ECM/DCM Deal Execution: Assess and execute deals, prepare client communications, and manage approvals and settlements.
- Adviser Support: Assist with corporate actions, reporting, tool development, compliance reviews, and ad hoc research.
About You
You will bring the following skills and experiences to the role:
- A bachelor's degree in Commerce, Banking, Finance, or a related field.
- 3–5 years' experience in a wealth or investment-related role.
- Strong knowledge of investment markets and product selection.
- Excellent Excel and writing skills; VBA/Python a plus.
- A client-focused mindset and understanding of private wealth advice
Our Benefits
We have a range of benefits that we think you'll like including daily breakfast options, purchased annual leave, and regular wellness initiatives. We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right.
We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.
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