JobMesh

Senior Portfolio Analyst, Scope+

Praemium · Melbourne, Victoria, AU

About Us Praemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platfor...

Job description

About Us Praemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platform that allows every part of an investor's wealth to be managed in one place. Managing over $63 billion in funds under administration (and growing) for leading institutions and private wealth firms, we deliver innovative technology and exceptional service to our clients. We pride ourselves on empowering advisers to efficiently manage the wealth of people in Australia. Join us on our mission to redefine wealth platforms and help shape the future of financial services. The Role: We are seeking a Senior Portfolio Analyst for our Scope+ team at Praemium. In this role, you will leverage your technical expertise in portfolio administration and reconciliations to manage complex escalations and ensure accurate portfolio outcomes. You will investigate challenging queries and use Praemium technology to deliver efficient, high-quality results. Your deep knowledge of financial products, domestic and international assets, and portfolio reconstructions will establish you as the team’s go-to expert for complex portfolio issues. Key Responsibil...