About Pinnacle Investment Management

Pinnacle Investment Management Group Limited (ASX: PNI) is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms.

Pinnacle Investment Management Group Limited (ASX: PNI) is a leading Australian-based multi-affiliate investment management firm. Our mission is to establish, grow and support a diverse stable of world-class investment management firms. Pinnacle currently consists of nineteen investment management firms that collectively manage over A$200 billion in assets across a diverse range of asset classes. Our affiliated managers operate autonomously, in line with our philosophy that 'supported independence' is an essential ingredient in sustaining investment excellence and business resilience over the long term. Our values of Client Focus, Honesty and Integrity, Innovation and Empowerment guide all our actions. We continually invest in our people and develop them to help reach their potential through extensive on the job training.

About The Role

The Portfolio Implementation Manager will support the efficient implementation of and day-to-day management of multi-asset solutions across investment portfolios and managed accounts together with any related data management responsibilities.

What You'll Do

- Unit Trust Daily Management
- Supporting the day-to-day portfolio management and trade processing of multi-asset portfolios
- Perform daily portfolio monitoring, manage compliance/constraint updates, and facilitate pre-trade order vetting
- Manage and coordinate daily client flows
- Ensure any new securities have been set up prior to investment
- Oversight of execution of trades done by third party

Platform Management





- Responsible for on-boarding of multi-asset managed account solutions to platforms and ensuring all required funds are available
- Implementing approved portfolio changes across managed account portfolios, ensuring accuracy, timeliness and compliance with approved investment decisions
- Monitor portfolio implementation outcomes, investigate exceptions and coordinate resolution with internal and external stakeholders
- Assist with Platform liaison re investment flows linked to Advisers and their clients

Data Management

- Responsible for portfolio reporting of all multi-asset portfolios and 3rd party reporting to providers as required
- Input model information into performance data portal following standard processes.
- Generate monthly AUM figures for internal reporting
- Any ad hoc Adviser and internal reporting

Skills & Experience

- 2+ years' experience in investment operations, portfolio implementation, managed accounts, investment consulting or financial services
- Demonstrated understanding of investment markets, asset classes, and investment vehicles
- Understanding of asset management and managed account operations

About You

- You instinctively look for ways to streamline processes, eliminate manual steps, and make repeatable workflows more efficient
- You're comfortable working with large or messy datasets and can quickly spot patterns, errors, and opportunities others miss
- Proficiency with tools such as Excel / Python / SQL or similar would be well regarded
- Strong attention to detail, with the ability to follow defined processes and perform accurate checks across trading and data activities
- Strong organisational skills with the ability to prioritise tasks and meet deadlines in a high-volume setting
- High level of accountability and ownership over tasks and deliverables
- Proactive and solutions-focused, with a willingness to investigate and resolve issues independently

#J-18808-Ljbffr

📌 Portfolio Implementation Manager (New South Wales)
🏢 Pinnacle Investment Management Group
📍 New South Wales