Analyst - Execution Services

2 weeks ago

Melbourne, Victoria, Australia Praemium Full time $90,000 - $120,000 per year

About Us

Praemium simplifies wealth management through the only fully integrated platform that manages every aspect of an investor's wealth in one place.

We manage over $63 billion for leading institutions and private wealth firms, combining innovative technology with outstanding service. Our mission is to help financial advisers deliver great outcomes.

The Role

We are seeking a motivated Analyst, Execution Services to join our Investment Operations team. This role offers a unique opportunity to gain exposure to front office trading activities, executing Domestic and International Equity, FX, and Fixed Income trades on behalf of clients. Unlike traditional back-office positions, this role involves managing significantly more complex and high-risk transactions, requiring strong judgment, precision, and the ability to thrive in a fast-paced environment.

As part of the Execution Services team, you will ensure trades are executed and booked accurately, resolve settlement issues, and deliver outstanding client service. You will also collaborate across internal teams, brokers, and external counterparties while contributing to continuous improvement initiatives and projects.

Key Responsibilities

  • Execute client trades across Equity, FX and Fixed Income, ensuring best execution.
  • Accurately book and allocate trades across client portfolios.
  • Oversee and resolve trade settlement issues.
  • Investigate and resolve reconciliation breaks.
  • Manage queries from brokers, clients, and counterparties.
  • Contribute to projects and escalate issues where required.

Desired Experience and Competencies

  • Strong knowledge of financial markets and the trade lifecycle.
  • Experience with IRESS highly regarded.
  • 1–3 years' experience in Investment Operations, Custody, or wrap platforms.
  • Proficiency in Excel (pivot tables, v-lookups, large data sets).
  • Experience dealing directly with clients on their trade requests.
  • Proactive, problem-solving approach with the ability to work under pressure in a fast-paced environment.
  • Degree in Finance or related field (preferred).

What We Offer

  • Hybrid work – 3 days from home, 2 days from office.
  • Competitive salary with annual performance incentives.
  • Comprehensive leave benefits, including paid parental leave and purchased leave options.
  • Access to novated leasing and financial wellness courses.
  • Professional development opportunities tailored to your growth.
  • End-of-trip facilities at 367 Collins Street, Melbourne.
  • Friendly, welcoming team culture.

How to Apply

Please apply with your CV and respond to the screening questions, detailing how your career aligns to the key responsibilities and challenges of this role. We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates. Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.

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