The Role

The core focus of the role is to support the smooth running of our Domestic and International SMA rebalance processes. You’ll generate and analyse daily trades to strict daily deadlines. The role assesses trade accuracy using judgement (over and above a checklist). You’ll be responsible for conducting systems & portfolio checks and reconciliations prior to generating daily trades.

The role requires hand-on previous experience with Separately Managed Account trading, rebalancing or portfolio construction and a passion for SMAs, like the rest of the team!

Noting, this is a fixed-term contract opportunity until 1/02/2028.

This Role is Ideal for Someone Who Has

• A good understanding of financial markets and the trade life cycle
• A strong understanding of Separately Managed Accounts
• Advanced Excel skills
• Experience with Iress IPS or a comparable system
• Collaboration and problem-solving skills
• The ability to work in a complex, fast paced environment
• A meticulous attention to detail

Culture & Benefits at Praemium Include

• Flexible hybrid work environment – split your time between home and the office (home 3 days, office 2 days), noting until you are up and running in the role you are expected to be in the office more days to receive training
• Competitive salary
• Leave benefits including paid volunteer leave and study leave
• On the job learning & development opportunities
• Access to self-paced online training courses covering a range of professional and personal development topics
• Great office location on 367 Collins Street
• Monthly social events, team lunches and annual celebrations
• Access to health & wellbeing programs, flu shots and EAP
• Employee recognition programs (peer awards, monthly and annual recognition)
• Bookclub, footie tipping, and lots of ways to engage with the wider team

Who We Are

Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.