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Portfolio Analyst - Operations

Job Title: Portfolio Analyst - Operations
Location: Sydney
Reference: 3060660
Contact Email:
Job Published: January 20, 2020 11:16

Job Description

This leading financial services business has an international presence in over 45 countries and is a leader in investment banking, private equity and wealth management.

They are looking for an experienced Portfolio Analyst due to exciting growth. This is an exciting opportunity to have exposure to one of the most impressive financial institutions worldwide. 

The role includes responsibilities to include:
  • Producing results of daily account review to confirm health of portfolios for trading, billing, client reporting and performance.
  • Under the direction of Seniors, you will monitor assigned accounts for issues associated with cash and settlements,
  • Manage ad-hoc processing by performing pre/post cycle reviews.
It is a rewarding and varied position that sits within the operations team and would suit a candidate with a degree in accounting or finance and who has solid proven work experience in a role of the same capacity.

Experience in portfolio analysis is preferred as you will need to make professional judgement's and be able to follow procedures and protocol. 

Or you have a Fund accounting background – with the ability to understand the makeup of an investment portfolio; market value movement and to be able to review investment portfolio as a whole and evaluate the impact of daily cash movements and activities.
You must be an interactive and charismatic person with the above technical skills. You will have excellent written and verbal communication skills and can work independently or as part of a team.

You will be career conscious and have a positive attitude. 

If you have relevant experience for this exciting position and would like to join a reputable city-based firm then please submit your CV.

Applications welcome: