Evidentia - Portfolio Implementation Manager (IPL)

Portfolio Implementation Manager (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 Manager to join Evidentia Group to support the effective, accurate and adviser-centric implementation of client portfolios. This role is ideal for candidates who enjoy blending investment operations with relationship management, and who are looking to expand their exposure to managed accounts, implementation frameworks, and adviser-led portfolio solutions.

Responsibilities

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
  • Work closely with execution partners and market participants to coordinate timely and accurate trading activity
  • Maintain relationships with financial advisers to clarify instructions, discuss portfolio adjustments, and address client-specific implementation needs
  • Prepare reports and communications for advisers, ensuring clear and accurate updates
  • Maintain portfolio implementation systems to ensure data cleanliness and effective workflow management
  • Support product and technology development initiatives to improve adviser and investor experience
  • Collaborate with Operations to resolve settlement, reconciliation, and administrative queries
  • Contribute to internal documentation, processes, and continuous improvement initiatives across implementation functions
  • Stay informed of market movements, product developments, and regulatory changes relevant to portfolio implementation
  • Participate in industry events and adviser meetings as required

Skills & Experience

• Minimum 5+ years’ experience in portfolio administration, investment implementation, custody, platform, or similar financial services role
  • Additional experience in broader financial services functions advantageous
  • Strong stakeholder management skills and confidence communicating with advisers and investment professionals
  • High attention to detail with a disciplined approach to processes and controls
  • Strong written and verbal communication skills
  • Ability to work under pressure, prioritise effectively and manage competing deadlines
  • Well-developed analytical and problem-solving skills
  • High proficiency in Microsoft Office (especially Excel)
  • Demonstrated professionalism, discretion, and confidentiality
  • Ability to work both autonomously and collaboratively
  • Up-to-date continuing professional development (CPD)
  Highly regarded: Post-graduate qualifications in a relevant discipline

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).