Portfolio Implementation Manager - Sydney

Only for registered members Sydney, Australia

3 weeks ago

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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.
  • Liaise with internal and external Model Managers and Portfolio Managers
    to ensure portfolio instructions are executed accurately.
  • Manage the implementation lifecycle across client portfolios,
    ensuring compliance with mandated investment constraints,
  • Maintain relationships with financial advisers to clarify instructions,
    discuss portfolio adjustments, and address client-specific implementation needs.

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