Evidentia Group Jobs in Australia

Portfolio Implementation Manager · A leading financial services firm in New South Wales is seeking an experienced Portfolio Implementation Manager to ensure accurate implementation of client portfolios. · The role involves liaising with advisers, managing the implementation lifec ...

Job Description: · The Communications Coordinator plays a key role in producing and distributing client-facing collateral and investment-related content. · This includes tailored portfolio reporting, market updates, and supporting materials for adviser-client interactions. · Resp ...

We are looking for a Financial Accountant to join Evidentia Group on a 6-month full-time contract, · Assist the team with the implementation of the new Workday General Ledger accounting system. · Calculate monthly revenue accruals and ensure RCTI invoices are prepared in line wit ...

Senior Asset Consultant: Tailored Portfolios · About This Role · We are seeking an experienced Senior Consultant to join our Tailored Solutions team in Australia. · This role will involve designing and managing bespoke portfolios to drive growth in assets under management. · ...

About Evidentia · Evidentia Group is the result of a merger between three leaders in managed accounts: Evidentia, Lonsec Investment Solutions, and Implemented Portfolios. · About the Role · This role sits within our newly established Transformation team and focuses on managing ke ...

Job Summary · Liaise with internal and external Model Managers and Portfolio Managers to ensure portfolio instructions are executed accurately. · The role involves blending investment operations with relationship management, expanding exposure to managed accounts, implementation ...

We're looking for a Portfolio Implementation Manager to join Evidentia Group to support the effective, · accurate and adviser-centric implementation of client portfolios. · Liaise with internal and external Model Managers and Portfolio Managers · to ensure portfolio instructions ...

We're seeking an experienced Senior Asset Consultant to deliver tailored investment solutions within our growing Tailored Solutions team. · This is a key role that blends deep technical expertise in portfolio construction and asset consulting with the ability to foster long-term, ...

**About the Role · This senior position delivers tailored asset consulting services to leading financial advice firms. · Design and manage bespoke portfolios reflecting clients' investment philosophy, objectives and risk profile. · Align with the recommendations of the Evidentia ...

A portfolio implementation specialist supports compliant investor portfolio implementations at a leading investment solutions firm in Australia. · Responsibilities · Liaise with managers for checks · Prepare reports ensuring compliance with investment limits · The ideal candidate ...

We're seeking an experienced Senior Asset Consultant to deliver tailored investment solutions within our growing Tailored Solutions team. · This is a key role that blends deep technical expertise in portfolio construction and asset consulting with the ability to foster long-term, ...

About Evidentia Group · Evidentia Group is a leading provider of innovative investment solutions tailored to financial advisers and their clients. · We are looking for a Portfolio Implementation Associate who can support the effective and compliant implementation of investor port ...

We are looking for a Portfolio Implementation Associate to join Evidentia Group who can support the effective and compliant implementation of investor portfolios. · ...

We're looking for a Financial Accountant to join Evidentia Group on a 6-month full-time contract. · ...