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
Solid 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 environment
High level of accountability and ownership over tasks and deliverables
Proactive and solutions-focused, with a willingness to investigate and resolve issues independently
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📌 Portfolio Implementation Manager (Sydney)
🏢 Pinnacle Investment Management Group
📍 Sydney