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February

Portfolio Analyst - Funds Management

KAIZEN RECRUITMENT - Melbourne, VIC

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

ABOUT THE COMPANY

Our client is a leading funds management business which currently has an exciting opportunity in their Infrastructure Group for a Portfolio Analyst. This critical role will see you act as a conduit between investment teams, portfolio reporting and investor services.


KEY RESPONSIBILITIES:
  • Data analysis and financial modelling, including assisting with improvements to portfolio models;
  • Coordination of the valuations process, including inputs to unit pricing and fund performance reporting;
  • Assisting with the production and delivery of consolidated portfolio reports to external investors and internal stakeholders;
  • Assist with business development initiatives including RFP compilation; AND
QUALIFICATIONS, SKILLS, EDUCATION, KNOWLEDGE AND EXPERIENCE
  • 2+ years’ experience working within funds management-required
  • Advanced Excel modelling skills and VBA skills;
  • Tertiary qualifications in Business, Finance, Accounting or related fields-required;
  • IT qualifications-desired;
  • Exposure to multiple asset classes and a preference for exposure to unlisted asset classes;
  • Completion of CA or CFA (or near completion) -required;
  • Experience coordinating key investor presentations;
  • Experience managing the funding and commitment component of the portfolio model; AND
  • History of providing insights to senior stakeholders in relation to transaction funding;

Well-developed communications and stakeholder management skills are critical in this role as it requires a high level of business acumen. Your ability to manage multiple tasks concurrently will see you succeed in this position. This is a unique opportunity for a developing funds management professional to join one the most respected and fastest growing fund managers in Australia.

If you are interested in learning more about this position, please apply directly via the provided link contact Amanda Chisholm at Kaizen Recruitment on 0481 706 575 or Jewel Dcruz 0451 244 553. Please note applications close Friday 19th March 2021

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