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Portfolio Operations Analyst – Wealth Management

Written by Anton Murray Consulting on .

Location: Melbourne

Salary description: $70 - 90k + Super + Bonus

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

This position has become available due to a departure from the Portfolio Management team within the Wealth Management division of a global institution in Melbourne. The team has extensive engagement with the internal and external advisor network to help manage client portfolio accounts. This role works as part of the Portfolio Management team.

The role is operations-based working closely with Technology, Branch Administration and the Business to deliver a high level client service, update/maintain client portfolio details, reconcile client portfolio holdings, reconstruct client cost history & deliver accurate tax reporting.

The ideal profile for this role would be an applicant with around 3-5yrs of experience within wealth management operations, ideally with prior experience in IRESS [IPS especially], xPlan or Praemium. A good understanding of corporate actions, retail client tax reporting, equity operations broadly and private wealth client reporting would be helpful. This role has a high level of internal and external communication, so strong email & verbal communication skills would be important.

Requirements:

  • 3-5 years experience within wealth management operations
  • Ideally IRESS (IPS especially), xPlan or Praemium
  • Understanding of corporate actions,retail client tax reporting and equity ops
  • Excellent communication skills.
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