Evidentia Expression of Interest - Portfolio Implementation

Expression of Interest - Portfolio Implementation

We’re seeking skilled portfolio implementation professionals to join our expanding team in Sydney

As our business continues to grow, Evidentia is recruiting skilled individuals for the portfolio implementation team to support the delivery of investor portfolios across our MDA and WDA services.

About Evidentia

Evidentia Group is the result of a merger between Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts. Together, we offer innovative investment solutions tailored to financial advisers and their clients, combining institutional expertise with adviser-led insights.

About the Opportunities

We’re seeking individuals who can support the effective and compliant implementation of investor portfolios. Depending on your experience, you may contribute to portfolio execution, reporting, systems support, adviser communication, platform management or process improvements. These roles are central to our Portfolio Implementation function and suit both experienced professionals and those looking to further develop their investment operations expertise.

Responsibilities

Responsibilities will be aligned to your experience and capability, and may include:

Portfolio Implementation & Support

• Working closely with Portfolio Managers to implement portfolio changes within defined mandates and timeframes.
• Completing daily checks, account reviews and data validation to support accurate and compliant implementation.
• Preparing reports, assisting with trade booking and reconciliation and analysing corporate actions.
• Ensuring portfolio changes are accurately reflected across platforms, adviser portals and reporting tools.
• Maintaining portfolio management systems and associated databases.

Platform Management & Reporting

• Supporting the portfolio onboarding process across various platforms.
• Managing or contributing to quarterly and annual reporting requirements, due diligence reviews and governance documentation.
• Assisting with the distribution of performance reports, model data and adviser communications.
• Building strong relationships with platform providers, advisers and external stakeholders.

Process Improvement & Collaboration

• Contributing to enhancements in procedures, workflows and system functionality.
• Ensuring procedure documentation is complete, accurate and up to date.
• Supporting business initiatives and cross-team projects.
• Identifying opportunities to improve efficiency and reduce operational risk.

About You

You may come from a portfolio implementation, investment operations, platform or custody background and bring a strong mix of technical capability and analytical skills

• Experience in financial services, ideally investment management.
• Tertiary qualifications in Finance, Commerce, Accounting, Economics or related field.
• Strong attention to detail and commitment to high-quality work.
• Excellent written and verbal communication skills.
• Ability to prioritise, meet deadlines and work under pressure.
• Strong analytical and problem-solving skills.
• High proficiency in Microsoft Office, especially Excel.
• Ability to work both autonomously and collaboratively.
• Experience with adviser platforms, portfolio management systems or OMS/EMS tools (advantageous) (highly regarded).

Evidentia is an equal opportunity employer, committed to building an inclusive environment for all employees. We encourage applications from people underrepresented in Financial Services.

Working Rights – You must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).