Evidentia - Portfolio Implementation Manager (IPL) - Sydney

Only for registered members Sydney, Australia

4 weeks ago

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OTHER

Job summary

We're looking for a Portfolio Implementation Manager to join Evidentia Group to support the effective, accurate and adviser-centric implementation of client portfolios.

Responsibilities mainly include:
  • Liaise with internal and external Model Managers and Portfolio Managers to ensure portfolio instructions are executed accurately and in line with model mandates
  • Manage the implementation lifecycle across client portfolios, ensuring compliance with mandated investment constraints and adviser-specific requirements

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