Portfolio Services Associate

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

An excellent opportunity to join a leading financial services group within its growing Wealth Management business, offering exposure to investment markets, portfolio administration and a broad range of financial products.

We're partnering with a highly regarded organisation to appoint a Portfolio Services Associate to its Brisbane team. With an established national presence, strong team culture and exciting growth across the broader business, this is a great opportunity to build a long-term career in financial services.

Importantly, we're open-minded on background and experience. You might already be working in portfolio administration, investment operations, fund administration or wealth management. Equally, you could be coming from an accounting, finance or broader financial services background and looking to move into a role that offers greater exposure to investments and financial markets.

What matters most is your attention to detail, willingness to learn, ability to build relationships and genuine interest in the investment industry.

The Opportunity

Working within an experienced and collaborative team, you'll support the administration and ongoing management of investment portfolios, working closely with financial advisers, portfolio managers, fund managers and custodians.

Your responsibilities will include:

• Supporting the onboarding and establishment of new client investment portfolios.
• Coordinating asset transfers and portfolio transitions between investment platforms, brokers and custodians.
• Processing managed fund transactions, including applications, redemptions and distributions.
• Maintaining accurate portfolio records, investment data and account information.
• Completing cash and investment reconciliations and investigating discrepancies.
• Assisting with portfolio reporting and responding to adviser and stakeholder enquiries.
• Identifying opportunities to improve processes, controls and operational efficiencies.

An excellent opportunity to join a leading financial services group within its growing Wealth Management business, offering exposure to investment markets, portfolio administration and a broad range of financial products.

We're partnering with a highly regarded organisation to appoint a Portfolio Services Associate to its Brisbane team. With an established national presence, strong team culture and exciting growth across the broader business, this is a great opportunity to build a long-term career in financial services.

Importantly, we're open-minded on background and experience. You might already be working in portfolio administration, investment operations, fund administration or wealth management. Equally, you could be coming from an accounting, finance or broader financial services background and looking to move into a role that offers greater exposure to investments and financial markets.

What matters most is your attention to detail, willingness to learn, ability to build relationships and genuine interest in the investment industry.

The Opportunity

Working within an experienced and collaborative team, you'll support the administration and ongoing management of investment portfolios, working closely with financial advisers, portfolio managers, fund managers and custodians.

Your responsibilities will include:

• Supporting the onboarding and establishment of new client investment portfolios.
• Coordinating asset transfers and portfolio transitions between investment platforms, brokers and custodians.
• Processing managed fund transactions, including applications, redemptions and distributions.
• Maintaining accurate portfolio records, investment data and account information.
• Completing cash and investment reconciliations and investigating discrepancies.
• Assisting with portfolio reporting and responding to adviser and stakeholder enquiries.
• Identifying opportunities to improve processes, controls and operational efficiencies.

About You

We're keen to speak with candidates from a variety of backgrounds, including:

• Portfolio administration, investment operations or fund administration.
• Wealth management, superannuation, custody or investment platforms.
• Accounting or finance roles, particularly those looking to transition into investment-related work.
• Broader financial services operations or client services.
• Finance, Commerce or Economics graduates with a genuine interest in financial markets.

You'll bring strong organisational skills, attention to detail, confidence working with numbers and the ability to communicate effectively with different stakeholders.

Previous investment administration experience will be highly regarded, but it's certainly not essential. Training and support will be provided for someone with the right attitude and transferable skills.

Why Consider This Opportunity?

• Excellent team culture: Join a supportive, experienced team with strong tenure and a collaborative working environment.
• Exciting business growth: Be part of an established financial services group continuing to invest in and grow its wealth management operations.
• Career development: Build valuable technical knowledge across investments, financial markets and portfolio administration.
• Variety and exposure: Work closely with advisers, portfolio managers and other investment professionals.
• Long-term opportunity: Join a business that values its people, supports professional development and offers genuine career pathways.

This is an opportunity that could suit someone looking to establish themselves in wealth management, make a considered career pivot or continue developing an existing career in investment and portfolio operations.