Personal Information
Organization / Workplace
Sydney Area, Australia Australia
Occupation
Analyst
Industry
Finance / Banking / Insurance
About
Update and manage cash forecasts for multiple portfolios. Perform analysis and coordinate responses for corporate action events. Perform company analysis and classification. Communicate with portfolio managers, traders and analysts in the Sydney office and the firm’s offices around the world. Communicate with custodian banks and other agents. Perform portfolio reconciliation. Assist with portfolio reporting, including returns, market value calculations, and characteristics. Undertake one-off projects, including portfolio characteristics analysis, index rebalance analysis, and ad hoc data requests. Collate and report company- and market-relevant information.
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