Evidentia Group is Australia's leading Managed Account provider, formed through the merger of Evidentia, Lonsec Investment Solutions, and Implemented Portfolios - three leaders in managed accounts.
Together, we deliver a comprehensive suite of innovative investment solutions tailored to financial advisers and their clients.
The Role
We're looking for a Portfolio Implementation Specialist to join Evidentia Group to support the efficient implementation of investment portfolios across our partner platforms.
This role is ideal for someone with a strong interest in financial markets, excellent attention to detail, and a passion for delivering high-quality operational outcomes.
You will work closely with Portfolio Managers, Investment Analysts, Consultants, Technology, and external platform providers to ensure portfolio changes are executed accurately, efficiently, and on time while supporting the continued enhancement of our implementation processes.
Responsibilities
Execute portfolio changes across partner platforms, ensuring trades are submitted accurately and within required timeframes
Monitor and resolve trade issues by working closely with platform providers to ensure successful trade execution
Complete post-trade validation and reconciliation activities to ensure implementation accuracy
Assist with funds under management (FUM) reporting requirements
Maintain rebate records, perform reconciliations, and communicate with relevant stakeholders
Partner with the Technology team to enhance Evidentia's trading system functionality and improve implementation processes
Maintain and update implementation process documentation to reflect new platforms, workflows, and system enhancements
Collaborate with Associates, Consultants,



and Portfolio Managers to ensure investment selections are available across relevant investment platforms
Develop strong working relationships with platform providers and maintain an in-depth understanding of their implementation processes and systems
Support the onboarding of recent tailored portfolios and retail portfolios onto investment platforms
Produce monthly and quarterly asset allocation reports for data providers
Work closely with Investment Analysts to deliver regular reporting to platform providers
Skills & Experience
Tertiary qualifications in Business, Commerce, Finance, Economics, Mathematics, Science, Engineering, or a related discipline
Experience in financial services, funds management, wealth management, or a related industry (approximately 12 months or more preferred)
Demonstrated understanding of investment markets, asset classes, and investment vehicles
Understanding of asset management and managed account operations
Strong attention to detail with the ability to analyse and communicate financial information accurately
Excellent organisational and time management skills, with the ability to manage competing priorities and meet deadlines
Strong Microsoft Office skills, particularly Excel, as well as Word, PowerPoint, and Adobe Acrobat
Strong communication and stakeholder management skills
Ability to work both independently and collaboratively within a team
Demonstrated interest in financial markets and investments
Highly Regarded
Experience working with investment platforms or portfolio implementation processes
Experience in funds management, wealth management, managed accounts, or financial advice
Experience with trade execution, reconciliations, or investment operations

📌 Portfolio Implementation Specialist (New South Wales)
🏢 Evidentia Group
📍 New South Wales