at Macquarie
Investment BankingPosted 15 days ago
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**Portfolio Implementation Analyst - Mid-level (ID: 24557)** Oversees portfolio implementation for managed account clients, ensuring portfolios align with investment mandates. Develops trading activity, monitors portfolio attributes, and collaborates with stakeholders to enhance processes, technology, and client outcomes. Provides support for incident management, complaint resolution, and reporting for governance forums. Requires strong knowledge of managed accounts, securities trading, and financial markets. Must understand regulatory requirements, possess advanced Excel skills, and have experience with tools like SQL, VBA, Iress, CHESS, Pega, and Garradin. Should also have experience implementing complex operational processes and managing operational risk. Promotes excellent communication and relationship-building skills, working effectively with both technical and business stakeholders. Macquarie offers competitive benefits including wellbeing leave, parental leave, flexible working arrangements, and learning & development opportunities. Embracing diversity, Macquarie is committed to providing an inclusive environment for all.
- Compensation
- Not specified
- City
- Sydney
- Country
- Australia
Currency: Not specified
Full Job Description
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Portfolio Implementation Analyst
What role will you play?
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What you offer
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- Strong knowledge of managed accounts, securities trading and financial markets.
- Understanding of the regulatory requirements for managed investment schemes, separately managed accounts and securities trading.
- Advanced Excel skills, with experience using tools such as SQL, VBA, Iress, CHESS, Pega and Garradin.
- Experience implementing complex operational processes and managing operational risk.
- Excellent communication and relationship-building skills, with the ability to work effectively with both technical and business stakeholders.
What we offer
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- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months gender affirmation leave, including 6 weeks paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
About Banking and Financial Services
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Inclusion at Macquarie
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We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.
We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.
