Junior Portfolio Analyst - Mentoring & Growth Path

RIVA Recruitment - Australia; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Mentoring

Career growth

Additional annual leave

Benefits package

Job summary

RIVA Recruitment - Australia is looking for a driven professional to join the Australian portfolio management team. You will help design, construct and manage multi-asset portfolios, including daily cash flow and tactical implementation, in a collaborative, growth-focused environment.

The role emphasizes generating portfolio analytics, collaborating with PMs and stakeholders, and contributing to investment discussions. Mentorship and advancement opportunities are highlighted.

Qualifications

• Interest in investments and capital markets.
• Undergraduate degree in Business, Commerce, Mathematics, or related field.
• Strong technical competencies in data and spreadsheets.
• Excellent problem solving, time management and communication skills.
• High level of attention to detail.
• Ability to work with a wide variety of internal and external stakeholders.

Responsibilities

• Produce multi-asset portfolio analytics.
• Monitor portfolios and support Portfolio Managers in construction.
• Liaise with distribution, clients, PMs locally and globally.
• Participate in investment discussions on asset allocation and analysis.

Skills

Investments knowledge

Data & spreadsheets

Problem solving

Time management

Communication

Attention to detail

Stakeholder management

Education

Undergraduate degree in Business/Commerce/Mathematics

Tools

Excel

Job description

RIVA Recruitment - Australia is looking for a driven professional to join the Australian portfolio management team. You will help design, construct and manage multi-asset portfolios, including daily cash flow and tactical implementation, in a collaborative, growth-focused environment.

The role emphasizes generating portfolio analytics, collaborating with PMs and stakeholders, and contributing to investment discussions. Mentorship and advancement opportunities are highlighted.