Team Leader - Portfolio Administration / Corporate Actions

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$75000 - AU$110000 per annum + Super
REF: BBBH216756_1512960806

The Company

My client is a large, well-established wealth management firm whose strong market presence has seen them continue to attract new clients and expand their adviser team. The company offer an excellent work / life balance, with staff regularly leaving the office at 5pm, a respectful culture and first-class training, making this an excellent opportunity for you to learn and develop your career within the financial markets. Their culture is built on respect and transparency and turnover rates are low, in part, due to the challenging nature of their roles.

The Role

  • Be responsible for team performance. Implement training and development plans and provide reglaur feedback to team members.
  • Monitor quality and service standards in accordance with agreed resolution timeframes
  • Manage and process all corporate actions including takeovers, buybacks and mergers (both domestic and global).
  • Analyse the tax consequences of corporate actions and reconstruct cost base history on all client portfolios
  • Liaise with financial advisors during the preparation of Management Reporting.
  • Review daily portfolio trading operations in an accurate and timely manner.
  • End of month billing and performance fee calculations and analysis.
  • Identify and escalate potential risk issues and ensure all exceptions are accurately investigated.

The Candidate

  • Previous Portfolio Administration, corporate actions or tax experience will be advantageous.
  • A proven ability to interpret financial statements.
  • Excellent verbal and written communication skills.
  • Responsible, self-motivated and a good team player.

To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.

Julian Soames
Senior Consultant - Banking and Financial Services