Financial Investment Manager
Washington H. Soul Pattinson
location_pin
Sydney, NSW
paymentsA$115,000-$135,000 p/a
domainBanking & Financial Services → Corporate Finance & Investment Banking
scheduleFull-time
home_workOn-siteemergency_home
Posted 17 days ago
Responsibilities & Tasks
- Understanding rationale of Private Equity and Private Credit investments, financial fundamentals and ongoing management.
- Understanding the economics of trading in options, swaps, hedges and other derivates, plus ensuring accurate reporting and risk analysis of positions.
- Understanding Trading strategies and trend analysis of the stock market. Assessing when to buy, hold or sell shares and company stocks.
- Preparation and review of investment performance reports and analysis, portfolio and individual investments.
- Responsible for oversight of staff involved in processing and reporting of investments
- Manage brokers and broker systems, investment settlements and authorisations
- Investment compliance reporting and monitoring trading exceptions/breaches
- Responsible for accurate and timely investment valuation net asset value reporting
- Managing Funds: maintaining cash flow and Treasury accounts to support liquidity and investment trading
- Managing Funds: making equity financing trades with banks for liquidity and maintaining proxy voting activities
- Overseeing staff maintaining substantial shareholder checks and SRN management
- Produce cash flow reports, investment forecasts and support business forecasting/budgets
- Implement transformation projects across systems, process and investment analytics
Experience & Education Requirements
- Must have 2+ years’ experience in managing investments administration and investment transactional processes.
- Must have recognised accounting accreditation equivalent to CA (Chartered Accountant) or already be actively studying towards this accreditation
- Demonstration of high communication skills both in a verbal and written context is critical
- Demonstrate experience, working for a stock-market listed employer, across key investment areas: funds management, investment decision making, cash flow reporting & forecasting, reporting of derivatives trades and positions, compliance management
- Demonstrate strong experience, working for a stock-market listed employer, across investment administration: investment processing, controls, brokers, trade execution and settlement, investment valuation, funding.
- Key systems experience preferred: IRESS investment management system at administrator level, Sage accounting system (or equivalent), experience in Bloomberg or FactSet investment reporting & analysis systems.
- Experience required working directly with investment executives and investment trading teams.
About Washington H. Soul Pattinson
home_pinSydney, NSW, Australia
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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