Portfolio Implementation Specialist - Hybrid

Macquarie Group; New South Wales; Hybrid; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Wellbeing leave day

Parental leave (up to 20 weeks)

Volunteer leave

Flexible working

Salary packaging options

Job summary

Macquarie Group is seeking a skilled professional to oversee portfolio implementation for managed account clients, ensuring alignment with investment mandates and regulatory requirements.

You will develop and execute trading activity, monitor portfolio attributes, and work with stakeholders across the business to improve processes, technology and client outcomes. Incident management and governance reporting support are also part of the role.

Qualifications

• Strong knowledge of managed accounts, securities trading and financial markets.
• Understanding regulatory requirements for managed investment schemes and trading.
• Advanced Excel skills, with experience using SQL, VBA, Iress, CHESS, Pega and Garradin.
• Experience implementing complex operational processes and managing operational risk.
• Excellent communication and relationship-building skills with stakeholders.

Responsibilities

• Oversee portfolio implementation for managed account clients, ensuring alignment with investment mandates.
• Develop and execute trading activity, monitor portfolio attributes and performance.
• Collaborate with stakeholders across the business to improve processes, technology and client outcomes.
• Support incident management, complaint resolution and governance reporting.

Skills

Managed accounts

Securities trading

Financial markets

Regulatory requirements

Advanced Excel

Communication

Stakeholder management

Operational risk

Tools

SQL

VBA

Iress

CHESS

Pega

Garradin

Job description

Macquarie Group is seeking a skilled professional to oversee portfolio implementation for managed account clients, ensuring alignment with investment mandates and regulatory requirements.

You will develop and execute trading activity, monitor portfolio attributes, and work with stakeholders across the business to improve processes, technology and client outcomes. Incident management and governance reporting support are also part of the role.