A leading financial services group is seeking a Senior Associate to join their team in Sydney.

This is an exceptional opportunity for you to immerse yourself in the middle office management of a global principal portfolio, spanning from pre-acquisition through to divestment. You will be welcomed into a friendly, supportive environment where your ideas are valued and your contributions drive meaningful outcomes. With a commitment to diversity, equity, and inclusion, this employer offers hybrid and flexible working arrangements, generous leave entitlements, and extensive learning and development opportunities. If you are looking to advance your career within a respected institution that values collaboration and empowers its people to shape their own success stories, this role could be the perfect next step.

What you'll do:

• Conduct detailed analysis of portfolio performance to provide actionable insights for senior stakeholders across various business units.
• Perform capital and funding analysis to support strategic decision-making processes
• Prepare comprehensive pipeline reports and track transaction returns to ensure accurate monitoring of investments throughout their lifecycle.
• Coordinate quarterly and half-yearly portfolio reviews as well as valuation processes in collaboration with internal teams.
• Collaborate directly with front office deal teams and other internal functions on a global scale to facilitate seamless information flow.
• Participate in strategic projects such as reporting technology transformation initiatives aimed at enhancing data-driven decision making within the team.
• Support the preparation of business information packs for management meetings by synthesising complex data into clear narratives.
• Ensure compliance with relevant regulatory requirements by maintaining up-to-date documentation and records related to portfolio activities.
• Contribute to continuous improvement efforts by identifying opportunities for process optimisation within the business information function.

What you bring:

• Tertiary qualification with an excellent academic record, preferably in Corporate Finance or Accounting; postgraduate qualifications in Finance or Accounting are highly regarded.
• 2-4 years' experience within banking, financial services or professional services in a similar or related analytical role is essential for success in this position.
• Demonstrated understanding of financial concepts including accounting principles and valuation methodologies gained through practical experience.
• Proven ability to provide business information, analysis and insights within highly data-driven environments where accuracy is paramount.
• Exceptional communication skills enabling effective collaboration with cross-functional teams at all levels of seniority across global locations.
• Strong organisational abilities allowing you to manage multiple priorities simultaneously while meeting tight deadlines without compromising quality.
• Advanced proficiency in Microsoft Excel along with familiarity using reporting tools or business intelligence platforms is desirable.
• A collaborative approach combined with sensitivity towards diverse perspectives ensures positive contributions within an inclusive team setting.
• Commitment to ongoing professional development demonstrated by active participation in training or pursuit of relevant certifications.

What sets this company apart:

This organisation stands out as a truly global player with over five decades of unbroken profitability-a testament to its stability and forward-thinking approach. Employees benefit from an empowering culture that encourages everyone's voice to be heard regardless of their role or background. Flexible working arrangements are available alongside generous leave entitlements including wellbeing days, service bonus leave days, paid parental leave (for both primary and non-primary caregivers), transition leave upon return from parental leave, gender affirmation leave options, paid volunteer days plus donation matching schemes. Comprehensive wellbeing benefits include access to Employee Assistance Programmes as well as health checks and flu vaccinations. Professional growth is supported through reimbursement for memberships or subscriptions relevant to your field along with access to extensive learning resources-ensuring you can continue developing your expertise throughout your career journey here. The company's unwavering commitment to diversity means all identities are welcomed; reasonable adjustments are made during recruitment processes so every individual can feel included from day one.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Rachel Kay on 02 82893113 for a confidential discussion.