Income Assets Portfolio Analyst

2 weeks ago

Melbourne, Australia Equity Trustees Full time

We are excited to offer a unique opportunity to join our Asset Management Team. You will play a key role in managing a traditional cash portfolio and supporting our Fixed Income and Mortgage Fund Portfolio Managers. Your focus will be on delivering fund management solutions specifically related to defensive or income assets. If you are passionate about portfolio management and have a keen interest in fixed-income products, this role is perfect for you. We are open to both part-time and full-time applicants.

About the role:

  • Manage a portfolio of predominantly cash, short-term deposits, and money market securities
  • Assist in managing a high-quality, diversified Australian fixed income portfolio
  • Support the Portfolio Manager in the daily operations of the EQT Mortgage Fund
  • Adhere to investment guidelines and manage risk and compliance
  • Monitor and report on fund credit quality, duration, liquidity, and other risk metrics
  • Conduct basic credit assessment and risk/return modelling
  • Communicate with brokers, counterparties, and product issuers.
  • Execute market transactions
  • Contribute to business growth through increased FUM
  • Build relationships with key internal stakeholders

What you'll need to succeed:

  • Experience in funds management or banking, across front, middle, or back office roles
  • Strong understanding of interest rate products and market dynamics
  • Background in credit lending
  • Proficiency in presenting capabilities to both existing and prospective clients
  • Ability to earn the respect of internal staff and clients quickly
  • Relevant tertiary qualifications in financial markets, such as economics, business, or law
  • RG146 – general advice certification

What we offer:

  • A warm, open, and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • A workplace volunteering and giving program to enable you to help others in the community
  • We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
  • Discounted tax and estate planning services
  • Great central CBD location, Modern office fit-out and end-of-trip facilities.
  • Flexible/Hybrid working environment

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company

#LI-Hybrid

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