Portfolio Implementation & Trading Specialist

Macquarie Group; Sydney; On-site; AUD 120,000 - 170,000; Full time

Job summary

Macquarie Group is seeking a Portfolio Implementation and Trading Specialist to oversee managed account portfolios, ensuring alignment with investment mandates and executing trading activity. You will monitor portfolio attributes and collaborate across the business to improve processes and client outcomes.

In this role you will support incident management, complaint resolution and governance reporting while working with investment managers, brokers and vendors to enhance technology and

Qualifications

• Experience with managed accounts and securities trading.
• Knowledge of regulatory requirements for managed investment schemes and securities trading.
• Advanced Excel skills and experience with SQL, VBA, Iress, CHESS, Pega and Garradin.

Responsibilities

• Oversee portfolio implementation for managed account clients and ensure alignment with investment mandates.
• Develop and execute trading activity; monitor portfolio attributes.
• Collaborate with investment managers, brokers, vendors and cross-functional teams to improve processes and client outcomes.
• Support incident management, complaint resolution and reporting for governance forums.

Skills

Managed accounts & securities trading

Regulatory requirements knowledge

Advanced Excel (SQL, VBA)

Operational risk & processes

Communication & stakeholder management

Tools

SQL

VBA

Iress

CHESS

Pega

Garradin

Job description

Macquarie Group is seeking a Portfolio Implementation and Trading Specialist to oversee managed account portfolios, ensuring alignment with investment mandates and executing trading activity. You will monitor portfolio attributes and collaborate across the business to improve processes and client outcomes.

In this role you will support incident management, complaint resolution and governance reporting while working with investment managers, brokers and vendors to enhance technology and