Efinancialcareers Ltd. | Portfolio Implementation Associate | Sydney, Au |Sydney
vor 1 Woche
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 investment selected for addition is available across all relevant platforms.Execute trades efficiently and accurately once a decision to make portfolio changes has been made.Conduct post-trade checks ensuring 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 (science or engineering) 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 - a strong ability to distill financial information down to key concepts and convey this in written form efficiently, clearly, and concisely.Strong organisational and time management skills - meet deadlines and coordinate and manage various tasks at a time (and reprioritise as new tasks come to hand).A clear and demonstrable understanding of investment markets, investment vehicles, and major asset classes within the funds management industry, with a particular strength in and understanding of asset allocation.Ability to work as part of a team as well as autonomously while taking responsibility for 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 an annual wellness reimbursement for all staff to put towards health and wellness-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.
#J-18808-Ljbffr
-
Central Coast, Österreich Buscojobs VollzeitAbout LonsecLonsec 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...
-
Associate, Structured Finance | Sydney, Au
vor 3 Wochen
Central Coast, Österreich Buscojobs VollzeitAssociate, Structured Finance | Sydney, AUWestpac Banking Corporation, Sydney, AustraliaJob DescriptionThe Westpac Institutional Bank (WIB) is looking for a motivated commercial credit / deal structuring Analyst to join our Corporate and Institutional Bank's (CIB) debt product team.In this client-facing role, you will be focused on providing Structured...
-
Central Coast, Österreich Buscojobs VollzeitTrading Systems Project ManagerSusquehanna International Group, Sydney, AustraliaOverviewAs a Trading Systems Project Manager / Business Analyst at Susquehanna, you will work directly with developers, technology managers, traders, and business domain experts to help drive large technology projects for one of the core businesses within our firm.This...
-
Central Coast, Österreich Buscojobs VollzeitTrading Systems Project Manager Susquehanna International Group, Sydney, AustraliaOverview As a Trading Systems Project Manager / Business Analyst at Susquehanna, you will work directly with developers, technology managers, traders, and business domain experts to help drive large technology projects for one of the core businesses within our firm.This...
-
University Of Sydney | Research Fellow
vor 1 Woche
Central Coast, Österreich Buscojobs VollzeitFull-time, fixed term until Dec 2025 (possibility of extension)Join a leading implementation science research program at The University of Sydney (Camperdown and Darlington Campus)Base salary $109,301 to $122,830 + 17% superannuationAbout the opportunityThe University of Sydney School of Health Sciences is seeking an outstanding Implementation Research...
-
Central Coast, Österreich Ing Bank N.V. VollzeitING, Australia's most recommended bank is seeking an Analyst or Associate for our Wholesale Bank's Portfolio Management team based in Sydney.You will primarily specialise in supporting our Infrastructure Sector team, which provides financial solutions to leading developers, sponsors, and corporates from our regional hubs in London, New York, and Sydney.You...
-
University Of Sydney | Research Fellow
vor 1 Woche
Central Coast, Österreich Buscojobs VollzeitFull-time, fixed term until Dec 2025 (possibility of extension)Join a leading implementation science research program at The University of Sydney (Camperdown and Darlington Campus)Base salary $109,301 to $122,830 + 17% superannuationAbout the opportunity The University of Sydney School of Health Sciences is seeking an outstanding Implementation Research...
-
Assetlink Group | Project Manager
vor 1 Woche
Central Coast, Österreich Buscojobs VollzeitAbout Assetlink:Established in 1993, Assetlink is an Australian owned facilities services provider with over 3,000 people serving over 1,200 customers in Australia and New Zealand.Specialising in the provision of standalone cleaning and security services or a tailored integrated solution, Assetlink supports businesses to manage their assets and operations in...
-
Workplace Relations Associates
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitPress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Workplace and Employment Lawyers - Sydney, Brisbane, Melbourne, Adelaide, Perth We are searching for talented Workplace practitioners to join our rapidly expanding national practice.We have multiple opportunities in our Sydney, Brisbane, Melbourne, Adelaide and Perth...
-
Buscojobs | Associate Product Manager
vor 3 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitSydney, NSW, AU Fisher & Paykel Australia Pty Ltd The Role Fisher & Paykel is an iconic Australasian brand, a global company with a strong local heritage.Our origins inspire our culture of curiosity and passion to develop solutions designed around people - these are some of the core elements that make us unique.We are driven by our values of being trusted,...
-
Senior Regulatory Affairs Associate
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitInternal Role Title: Senior Regulatory Affairs AssociateLocation: Sydney, Australia #LI-HybridWe bring life-saving and life-changing medicines to patients by determining the optimal regulatory pathway to accelerate the approval process whilst ensuring we achieve the broadest label necessary so that as many patients can access our treatments.We do this by...
-
Central Coast, Österreich Buscojobs VollzeitResearch Associate in Hydrogen Storage MaterialsJob no : 527270Work type : full timeLocation : Sydney, NSWCategories : Post Doctoral Research AssociateThe OpportunityThe School of Mechanical and Manufacturing Engineering is seeking a Research Associate for a project led by Rux Energy, focusing on the design and advanced manufacture of carbon composite H2...
-
Central Coast, Österreich Ing Bank N.V. VollzeitING, Australia's most recommended bank is seeking an Analyst or Associate for our Wholesale Bank's Portfolio Management team based in Sydney.You will primarily specialise in supporting our Infrastructure Sector team, which provides financial solutions to leading developers, sponsors, and corporates from our regional hubs in London, New York, and Sydney.You...
-
Central Coast, Österreich Tideri Jobbörse VollzeitAssociate Director, Government Relations Sydney, AU Social Ventures Australia Ltd Who We Are Social Ventures Australia (SVA) is an innovative social impact organisation operating across Australia.We use our broad outlook, transformational thinking, and trusted voice to lead the charge against inequality in Australia.We were created over 20 years ago to find...
-
Central Coast, Österreich Buscojobs VollzeitAssociate, Business ManagementLocation: Sydney, NSWTime Type: Full timePosted On: Posted 4 Days AgoApplication End Date: December 13, 2024 (23 days left to apply)Job Requisition ID: 2422095We're building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what's right for our clients.At...
-
Product Marketing Manager Nz
vor 2 Monaten
Central Coast, Österreich Algomarketing Ltd. VollzeitProduct Marketing Manager NZ & AU (12 months contract - Sydney based) Department: Demand GenerationEmployment Type: ContractLocation: AustraliaReporting To: Sheryl LowDescriptionPROJECT: STRIPEABOUT THE CLIENTStripe, a financial infrastructure platform for businesses where millions of companies—from the world's largest enterprises to the most ambitious...
-
Ratings Associate
vor 3 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitLocation(s):1 O'Connell Street, Sydney, 2000, AULine Of Business: RRS(RRS)Job Category:Credit Analysis & ResearchExperience Level: Experienced HireRole/Responsibilities: We are looking for a Rating Associate to join our Public, project and infrastructure finance group.What's in for you?If this sounds like a role that intrigues you and can open the world of...
-
Perpetual Limited | Associate, Adviser Support
vor 1 Woche
Central Coast, Österreich Buscojobs VollzeitAssociate, Adviser Support - Perpetual Wealth ManagementLocation : SydneyTime Type : Full timePosted on : Posted 5 Days AgoJob Requisition ID : R7455Based in Sydney CBD - Hybrid working arrangementOpportunity to grow your career within a collaborative and supportive teamAn attractive salary packagePerpetual Group is an ASX-listed company (ASX : PPT)...
-
Postdoctoral Research Associate
vor 2 Monaten
Central Coast, Österreich A&K Designs, Inc VollzeitPostdoctoral Research Associate (Level A): The University of Technology Sydney is seeking a highly qualified individual for the position of Postdoctoral Research Associate (Level A) in the Future Reefs Team.The role involves supporting a research grant on coral nutrition as a novel active intervention strategy in collaboration with various institutions and...
-
Luxury Watch Casual Sales Consultant
vor 1 Monat
Central Coast, Österreich Tideri Jobbörse VollzeitLuxury Watch Casual Sales Consultant - Sydney CBD | Sydney Continued growth with this luxury watch Maison.Looking for a Casual Sales Associate, $33 per hour + Commissions.Apply now!Luxury Watch Casual Sales Consultant - Sydney CBD | Sydney Continued growth with this luxury watch Maison.Looking for a Casual Sales Associate, $33 per hour + Commissions.Apply...
