Mason Stevens is a leading provider of integrated wealth platform technology, that uniquely focuses on investor portfolio outcomes. More than just an administration platform, the innovative technology, paired with experienced investment specialist support, empowers advisers to deliver on their clients’ investment objectives via an unconstrained investment universe, and backed by exceptional client service.

Established in 2010, Mason Stevens is privately owned with over $10 billion of funds under administration and management. Led by some of Australia’s most experienced finance, technology, and investment professionals, with over 80 staff nationally.

About the Role

The Managed Portfolio Implementation Analyst is a junior role that is responsible for the accurate, timely and compliant end-to-end implementation and ongoing operation of managed portfolios. With 1-3 years of relevant experience, you’ll contribute to tasks such as new client and model onboarding, model portfolio implementation, portfolio rebalancing, mandate and model compliance, error management, and continual process improvement. You’ll work closely with experienced team members, building on your existing foundation while developing deeper technical and operational skills in a supportive environment.

Key Responsibilities

- Execute model changes and rebalances.
- Management of inflows and outflows.
- Ensure mandates are implemented within the agreed portfolio parameters.
- Onboarding of recent investment managers and investment models.

Operational Excellence & Risk Management

- Adherence to procedures and processes.
- Contribute to process improvements and platform enhancements.
- Identify,



escape and resolve issues arising from daily activities.

Stakeholder Management

- Work closely with the team and the Senior Manager - Managed Portfolios.
- Build effective relationships with internal and external stakeholders.

Required Skills/Experience/Knowledge

- 1-3+ years in investment operations, platform administration, or managed accounts/model portfolios.
- Strong professional capabilities, including willingness to learn, attention to detail, Excel proficiency, communication, problem-solving, analytical skills, and a passion for markets.
- Effective team contributor who demonstrates collaboration and teamwork in all aspects.
- Familiarity with wrap/platform environments (e.g. managed accounts, SMAs) is advantageous.

Qualifications

- Finance related degree.

Life at Mason Stevens

At Mason Stevens, relationships matter to us, and by fostering a culture of humility and collaboration, we achieve remarkable outcomes while supporting each individual to realise their potential.

We are committed to building and maintaining a diverse and talented team, backed by the belief that it is only by working together, that we will achieve our purpose; helping our Clients to realise better tomorrows.

We believe in keeping our 'minds wide open' and empowering people with the resources and trust needed to make a meaningful difference. We know an idea can only change lives if it happens, and value the kind of people who believe in being the change they seek and see opportunity in challenge.

Above all, we know you will be a great fit for us if you value people, show kindness and play fair.

Kindly note that Australian full work rights are required for this application.

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📌 Managed Portfolio Implementation Analyst (New South Wales)
🏢 Mason Stevens
📍 New South Wales