Job Information
Equity Trustees Income Assets Portfolio Analyst in Melbourne, Australia
We are excited to offer a unique opportunity to join our Asset Management Team. You will play a key role in managing a traditional cash portfolio and supporting our Fixed Income and Mortgage Fund Portfolio Managers. Your focus will be on delivering fund management solutions specifically related to defensive or income assets. If you are passionate about portfolio management and have a keen interest in fixed-income products, this role is perfect for you. We are open to both part-time and full-time applicants.
About the role:
Manage a portfolio of predominantly cash, short-term deposits, and money market securities
Assist in managing a high-quality, diversified Australian fixed income portfolio
Support the Portfolio Manager in the daily operations of the EQT Mortgage Fund
Adhere to investment guidelines and manage risk and compliance
Monitor and report on fund credit quality, duration, liquidity, and other risk metrics
Conduct basic credit assessment and risk/return modelling
Communicate with brokers, counterparties, and product issuers.
Execute market transactions
Contribute to business growth through increased FUM
Build relationships with key internal stakeholders
What you'll need to succeed:
Experience in funds management or banking, across front, middle, or back office roles
Strong understanding of interest rate products and market dynamics
Background in credit lending
Proficiency in presenting capabilities to both existing and prospective clients
Ability to earn the respect of internal staff and clients quickly
Relevant tertiary qualifications in financial markets, such as economics, business, or law
RG146 – general advice certification
What we offer:
A warm, open, and supportive culture
An attractive remuneration package, including reward and recognition programs
An employee wellness program, including discounted health insurance and an employee assistance program
A workplace volunteering and giving program to enable you to help others in the community
We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
Discounted tax and estate planning services
Great central CBD location, Modern office fit-out and end-of-trip facilities.
Flexible/Hybrid working environment
About us - Trusted since 1888
Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.
We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.
Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!
#LI-Hybrid