Portfolio Management Operations
Position Description
We are seeking a proactive and experienced supervisor/ manager to join our Investment Management Services team at Wilson HTM to help build out our existing and planned service capability. The team is responsible for the administrative management and control of investment portfolios, performance and tax reporting to clients via WRAP services, Discretionary and Non-Discretionary advice products. This role is a 12 month contract for maternity leave cover.
The successful candidate will have a demonstrable experience in a similar role and will possess the technical capability and knowledge to lead and educate the wider team. The role will be accountable for the successful day-to-day operation of the business process as well as development and execution of various business and operational strategies initiatives.
Responsibilities
- Maintaining and developing relationships with key internal and external clients, stakeholders, vendors and regulators
- Efficient and cost effective service provision
- Timely and accurate production of Quarterly and Annual reports to clients
- Initiation, co-ordination and delivery of tactical and strategic solutions
- Production of MIS and KPI’s
- Complying with the standards within RG 179 Managed Discretionary Account Services
Skills Required
- Accounting and Taxation legislation knowledge
- Awareness of FOFA legislation and its impacts
- Leadership and management of people
- Excellent communication skills – both written and verbal
- Business Analysis, Project management and implementation
- Knowledge of IRESS IPS, XPLAN and GBST Shares
Experience and Qualifications
- Minimum of 3-5 years relevant industry experience
- Management experience gained in the financial services or accounting industries
- Tertiary qualification in Commerce/ Business/ Finance with a major in Accounting/ Finance
- CPA/ CA qualification would be preferred
About the Company
Wilson HTM Investment Group is a Leading Wealth Manager and Adviser to Emerging Companies. It is one of Australia's leading financial services firms with investment experience dating back to 1895, with specialities in Wealth Management, Stockbroking, Financial Planning, Research, Managed Accounts, Fixed Interest, Structured Products, Managed Funds, Capital Markets, IPO's. The firm is committed to delivering client outperformance and leading the way in service excellence, corporate governance and community investment.
Wilson HTM has a long and proud history of working in partnership with our clients to ensure we deliver tailored investment solutions targeted towards individual wealth management goals. We are confident our clients benefit from our history and experience in financial services, and we believe our service and performance is second to none.
To be eligible to apply you must be an Australian or New Zealand citizen or have Australian permanent residency status to be considered.
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