Portfolio Implementation Specialist
About Evidentia
Evidentia Group is Australia’s leading Managed Account
provider, formed through the merger of Evidentia, Lonsec Investment Solutions,
and Implemented Portfolios – three leaders in managed accounts. Together, we
deliver a comprehensive suite of innovative investment solutions tailored to
financial advisers and their clients.
The Role
We’re looking for a Portfolio Implementation Specialist to
join Evidentia Group to support the efficient implementation of investment
portfolios across our partner platforms.
This role is ideal for someone with a strong interest in
financial markets, excellent attention to detail, and a passion for delivering
high-quality operational outcomes. You will work closely with Portfolio
Managers, Investment Analysts, Consultants, Technology, and external platform
providers to ensure portfolio changes are executed accurately, efficiently, and
on time while supporting the continued enhancement of our implementation
processes.
Responsibilities
- Execute portfolio changes across partner platforms,
ensuring trades are submitted accurately and within required timeframes
- Monitor and resolve trade issues by working closely
with platform providers to ensure successful trade execution
- Complete post-trade validation and reconciliation
activities to ensure implementation accuracy
- Assist with funds under management (FUM) reporting
requirements
- Maintain rebate records, perform reconciliations,
and communicate with relevant stakeholders
- Partner with the Technology team to enhance
Evidentia’s trading system functionality and improve implementation
processes
- Maintain and update implementation process
documentation to reflect new platforms, workflows, and system enhancements
- Collaborate with Associates, Consultants, and
Portfolio Managers to ensure investment selections are available across
relevant investment platforms
- Develop strong working relationships with platform
providers and maintain an in-depth understanding of their implementation
processes and systems
- Support the onboarding of new tailored portfolios
and retail portfolios onto investment platforms
- Produce monthly and quarterly asset allocation
reports for data providers
- Work closely with Investment Analysts to deliver
regular reporting to platform providers
Skills & Experience
- Tertiary qualifications in Business, Commerce,
Finance, Economics, Mathematics, Science, Engineering, or a related
discipline
- Experience in financial services, funds management,
wealth management, or a related industry (approximately 12 months or more
preferred)
- Demonstrated understanding of investment markets,
asset classes, and investment vehicles
- Understanding of asset management and managed
account operations
- Strong attention to detail with the ability to
analyse and communicate financial information accurately
- Excellent organisational and time management
skills, with the ability to manage competing priorities and meet deadlines
- Strong Microsoft Office skills, particularly Excel,
as well as Word, PowerPoint, and Adobe Acrobat
- Strong communication and stakeholder management
skills
- Ability to work both independently and
collaboratively within a team
- Demonstrated interest in financial markets and
investments
Highly Regarded
- Experience working with investment platforms or
portfolio implementation processes
- Experience in funds management, wealth management,
managed accounts, or financial advice
- Experience with trade execution, reconciliations,
or investment operations
- Familiarity with portfolio onboarding and
implementation workflows
- Experience working with investment reporting and
asset allocation data
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).
