Portfolio Implementation Associate
vor 4 Wochen
About Lonsec
Lonsec Investment Solutions (Lonsec) is a specialist model portfolio manager with extensive expertise in portfolio construction, asset allocation and investment selection, with our best ideas encapsulated in a series of Lonsec managed portfolios to meet different client needs.
Drawing off Lonsec Research's established and in-depth research with coverage across listed and unlisted investment products, Lonsec offers a broad suite of investment solutions to suit a diverse range of adviser and investor requirements.
About The Role
The Portfolio Implementation Associate supports the Portfolio Implementation Manager in executing changes to Lonsec's portfolios on partner platforms. Key tasks include ensuring timely portfolio adjustments, collaborating with Portfolio Managers to add holdings, assisting in the onboarding of new portfolios, and managing reporting requirements. This role is essential for effective portfolio management and reporting.
Responsibilities:
Work closely with the Portfolio Managers to ensure investments selected for addition are available across all relevant platforms.
Execute trades efficiently and accurately once a decision to make portfolio changes has been made.
Perform post-trade checks to ensure accuracy of trades.
Produce and publish portfolio change reports.
Collaborate with investment analysts to deliver regular reports and due diligence reviews for the platforms.
Maintain a thorough understanding of each platform's implementation process.
Regularly update the implementation process guide as required.
Maintain and update the platform mandate summary document.
Work with technology to enhance our implementation process and functionality.
About You:
An undergraduate degree in a business or mathematical based discipline (e.g., BComm, BBus, BA, BEc, BSc, BApSci).
1+ years of relevant industry work experience.
A good understanding of Asset Management services.
Excellent attention to detail and the ability to convey financial information clearly and concisely.
Strong organisational and time management skills to meet deadlines and manage various tasks.
Clear understanding of investment markets, investment vehicles, and major asset classes with a particular strength in asset allocation.
Ability to work as part of a team as well as autonomously while meeting personal objectives.
Expertise in Microsoft Excel, Word, PowerPoint, and Adobe Acrobat.
A demonstrable interest in finance and investment.
What We Offer:
Ongoing flexible working arrangements.
Family friendly work-life balance.
Paid parental leave.
Volunteer and study leave.
Genuinely open and supportive culture with an approachable executive team.
Ongoing training and professional development.
Wellness program including annual wellness reimbursement for health-related activities.
Social and charity events.
If you're a motivated individual with strong attention to detail, a solid understanding of portfolio implementation, and the ability to collaborate effectively with investment professionals, we'd love to hear from you
Lonsec is an equal opportunity employer and is committed to creating an inclusive environment for all employees. We encourage applications from people belonging to groups underrepresented in Financial Services.
Working Rights: You must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).
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