WE ARE HIRING

December 6, 2018
Market Thoughts & Insights

Ethical Partners Funds Management is an independent boutique Australian funds management company. We are a bottom up, long only stock picker. Our investment process examines financial strength, cash flow metrics, shareholder structure and management and utilises our proprietary Ethical Partners Operational Risk Assessment (EPORA).  

The company is owned and run by its founders Nathan Parkin and Matt Nacard who have almost 40 years combined experience in financial markets.

What we are looking for

We would like a highly motivated Portfolio Analyst to join the team. You need to be eager to learn on the job with a view to progressing into a broader role overtime. The successful applicant will show traits consistent with our core values: Responsibility, Accountability and Confidence to be Different. You will also be passionate about markets, be inquisitive, highly numerate, driven, honest and ambitious. You should have some awareness about ethical / values based investing but by no means have to be an expert or have experience in that specific area. You need to be able to work alone but also as part of a small, focused team.

Key Responsibilities

  • Reporting of portfolio valuation, metrics, performance and other key characteristics on a monthly, quarterly and annual basis to key clients.
  • Daily reconciliation of portfolios between custodian and administrator with Portfolio Management system.
  • Processing corporate actions and voting instructions, portfolio administration for client portfolios and unit trusts
  • Keeping investment process metrics and data up to date
  • Understand the importance of compliance and the regulatory framework under which the Australian market     operates

Experience and Qualifications Needed

  • Degree level qualification. Working knowledge of IRESS and the IRESS portfolio management system; CFA or FINSIA qualifications an advantage
  • Excellent financial, modelling and analytical skills
  • Around 2-5 years of relevant experience in financial markets, administration, accounting, advisory
  • Highly motivated, self-starter, able to think logically and critically
  • Must have an open mind, an interest in and be willing to learn about ethical investing

If interested send a short CV to Matt Nacard at matt.nacard@ethicalpartners.com.au

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