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Portfolio Analyst – Leading Fund Manager

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $80k - $110k + super + bonus

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

Our client is a global infrastructure fund manager seeking a Portfolio Analyst to join their team in Sydney.

The ideal candidate will have at least 3 years’ experience in a funds management or custodian environment with a mixture of performance reporting and unit pricing experience. Importantly as the role will also involve a lot of client interaction, and both drafting and review of client advice, the candidate would need excellent communication skills, both written and oral.

  • Preparation and review of monthly and quarterly performance reports.
  • Review and assisting with superannuation fund regulatory reporting.
  • Assisting in the settlement of direct alternatives investment transactions.
  • Maintenance and reconciliation of investment records.
  • Review of unit pricing information, ensuring prompt resolution of issues.

You will be a motivated and proven professional with a degree in commerce, business or finance. You will have at least 3 years of unit pricing and/or performance analytics experience.

  • Bachelor’s degree in Commerce or a related field
  • At least 3 years experience in a funds management or custodian environment with exposure to unit pricing and performance reporting.
  • Exceptional communication skills
  • Experience in management of key investment management operations, functions and processes.
  • Good knowledge of the Australian & International funds management industry, including industry issues, trends, investment products and processes.
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