This role sits within a high-performing Investment Services team and offers genuine exposure across portfolio operations within a sophisticated, institutional environment.
It is ideally suited to a driven finance or commerce graduate, or an early-career investment professional looking to deepen their experience within funds management.
Reporting to the Manager of Investments, you will support the accurate maintenance and reporting of client portfolios across internal systems.
Key responsibilities include:
- Maintaining and administering client portfolios with precision
- Performing daily portfolio, holdings and cash reconciliations
- Supporting valuation, reporting and unit pricing processes
- Processing corporate actions and investment transactions
- Liaising with custodians and internal stakeholders to resolve discrepancies
- Assisting with reporting requirements and process improvements
This opportunity will suit:
- A recent finance, accounting or commerce graduate seeking a career in funds management
or - A professional with experience in banking, custody, superannuation or investment operations.
- A relevant tertiary qualification
- Strong attention to detail and analytical capability
- Confidence using Excel and financial systems
- Excellent communication skills and a team-oriented mindset
- A genuine interest in financial markets and portfolio operations
- Global investment platform with strong brand and institutional processes
- Clear learning and development pathways
- Exposure to experienced investment professionals
- Competitive remuneration aligned to experience
- Rare Brisbane opportunity within a global investment environment
haydn.furness@perigongroup.com.au
Perigon Group
(07) 3854 3805