Portfolio Implementation Associate – IPL
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 deliver innovative investment solutions tailored to financial advisers and their clients.
The Role
We’re looking for a Portfolio Implementation Associate – IPL to join Evidentia Group who can support the effective and compliant implementation of investor portfolios. This role would be ideal for candidates who are looking to further develop their investment operations expertise.
Responsibilities
Responsibilities mainly include:
- Liaise with Portfolio Implementation Managers to complete daily portfolio checks, enabling efficient implementation across mandates
- Prepare reports from various systems to support the trading team's processes
- Review client accounts to ensure compliance with mandated investment limits and guidelines
- Assist with trade booking and reconciliation to maintain accurate settlement records
- Analyse and disseminate corporate actions, coordinating timely client responses and adjustments
- Maintain portfolio management systems and databases for optimal data integrity
- Collaborate with Operations and Custody teams to streamline trade lifecycle processes
- Monitor market trends and industry developments, sharing relevant insights with stakeholders
- Develop and maintain relationships with advisers and external counterparties
- Create and maintain Implementation team procedures to support scalable operations
Skills & Experience
- Tertiary qualifications in Finance, Commerce, Accounting, Economics or related field.
- Minimum 1- 2 years experience in financial services
- 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).
Why Join Us?
At Evidentia, you’ll be part of a forward-thinking team that values innovation, collaboration, and continuous learning. We’re committed to creating an inclusive environment and encourage applications from people of all backgrounds.
Working Rights
Applicants must hold current permanent and full-time working rights in Australia (e.g., Citizen or Permanent Resident).
Top Skills
Lonsec Sydney, New South Wales, AUS Office
39/25 Martin Pl, Sydney, New South Wales, Australia, 2000
