Investment Operations Associate – Brisbane

Perigon Group; Brisbane; On-site; AUD 70,000 - 90,000; Full time

Job summary

Perigon Group is partnering with a leading financial services group to appoint a Portfolio Services Associate in Brisbane. You will support the administration and ongoing management of client portfolios, collaborating with financial advisers, portfolio managers and custodians.

The ideal candidate brings interest in investments and financial markets and a willingness to learn. Training and development will be provided to build expertise in portfolio operations and reporting.

Qualifications

• Experience or interest in portfolio administration, investment operations or wealth management.
• Strong attention to detail and accuracy when handling portfolios and data.
• Ability to communicate clearly with advisers, managers and custodians.

Responsibilities

• Assist with onboarding and establishing new client investment portfolios.
• Coordinate asset transfers and portfolio transitions across platforms and custodians.
• Process managed fund transactions including applications, redemptions and distributions.
• Maintain accurate portfolio records, investment data and account information.
• Complete cash and investment reconciliations and investigate discrepancies.
• Assist with portfolio reporting and respond to adviser inquiries.
• Identify opportunities to improve processes, controls and operational efficiencies.

Skills

Portfolio administration

Attention to detail

Numerical accuracy

Communication

Stakeholder engagement

Education

Finance, Commerce or Economics degree

Tools

Investment platforms

Job description

Perigon Group is partnering with a leading financial services group to appoint a Portfolio Services Associate in Brisbane. You will support the administration and ongoing management of client portfolios, collaborating with financial advisers, portfolio managers and custodians.

The ideal candidate brings interest in investments and financial markets and a willingness to learn. Training and development will be provided to build expertise in portfolio operations and reporting.