Assistant Portfolio Manager | CBD | $70-90k+


Salary:

$70000 - 90000 / annum

Location:

Melbourne CBD

Date posted:

July 13, 2018

Employment type:

Permanent

Job reference:

068100010523844

Specialisation:

Finance and accounting


Description

The Company

Our client is an exciting and rapidly growing Financial Services firm based in Melbourne CBD. Since listing on the ASX, they have experienced unrivalled growth and expansion with further growth forecasted. With a large investment in technology and a passion for investing in their people, they are a true market leader.

You will find this business to be the perfect environment to learn quickly and take on significant responsibility from day one.

The Role

Reporting to the Portfolio Manager, you will provide support in producing financial and performance reports to internal and external stakeholders. This is a client facing role - you will be working on investor relationships and funding partner relationships. Typical tasks will include;

  • Assisting with data reporting to banks and investors - cash flow and asset performance
  • Liaising directly with fund's or investors
  • Putting together investor presentations - graphs, data or editing
  • Reporting on business performance e.g forecasting and modelling
  • Frequent ad-hoc tasks for both internal and external stakeholders

You will be trusted to work autonomously and expected to deliver on large projects with a deadline. With a strong analytical focus and a client facing aspect, this is truly unique role.

Your Profile

You will have 1-2 years of experience in Financial Services with a strong interest in the area. You must be highly analytcial and be capable of communicating efficiently with a variety of stakeholders.

The ideal candidate will posses a qualification in Engineering, finance, maths or similar with intermediate to advanced skills in Excel. An interest in pursuing further education such as CFA is favourable.

APPLY NOW

Click to APPLY NOW or call 03 9691 3631 and quote the reference number 06810-0010523844SEG



Melbourne

Level 39 140 William Street Melbourne, VIC 3000 03 9691 3631
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