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Senior financial analyst - portfolio management

Sydney
beBeeAnalysis
Financial Analyst
Posted: 31 July
Offer description

Financial Analysis and Portfolio Management Role

We are seeking a talented individual to join our Business Information and Analysis team. This dynamic role offers a unique opportunity to manage the middle office of our global principal portfolio, providing flexible primary financing solutions and engaging in secondary market investing across the capital structure.

The successful candidate will have a strong understanding of financial, accounting, and valuation concepts, with experience analyzing portfolio performance, conducting capital and funding analysis, pipeline reporting, and tracking transaction returns. They will also coordinate quarterly and half-yearly portfolio and valuation processes and participate in strategic projects such as reporting technology transformation.

Key Responsibilities:

* Analyze portfolio performance to identify trends and opportunities for growth
* Conduct capital and funding analysis to inform investment decisions
* Develop and implement effective reporting and tracking systems
* Collaborate with senior front office deal teams and other internal functions to drive business outcomes

Requirements:

* A tertiary qualification in Corporate Finance and/or Accounting, with a strong academic record
* 2-4 years of experience in banking, financial services, or professional services in a similar role
* Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment

Benefits:

* Opportunity to work on high-profile transactions and projects
* Collaborative and supportive team environment
* Professional development and training opportunities

Diversity, Equity, and Inclusion:

We are committed to fostering a diverse, equitable, and inclusive workplace. We welcome applications from motivated individuals who share our values and are eager to build a better future with us.

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