About the role A full-time, permanent opportunity for a dynamic individual to join the Portfolio Management team at OCBC Australia Branch in Sydney. Reporting to the Head of Corporate Project Finance and Head of Real Estate, and working closely with the Corporate Banking teams, your primary responsibilities are to assist in preparation of financial spreadsheets and analyse financial accounts, preparation of credit reviews and requests, internal reporting, and conducting KYC/AML checks on the Bank's portfolio of corporate borrowers.

Key responsibilities

- Analyse financial accounts and financial performance of borrowers across a diverse set of industries
- Perform cash flow analyses using Excel and other internal platforms
- Undertake credit review of the accounts across a diverse set of industries in a timely manner
- Help maintain and monitor the quality of the portfolio and ensure adherence to the Bank's credit policies for both existing and new customers, in cooperation with the relevant departments of the Bank
- Optimise delivery to customers and internally on operational matters and assist in the day-to-day administration of the loan portfolio, including monitoring of loan covenants
- Perform industry analyses, market reviews and portfolio related reporting as required by the Bank
- Ensure data integrity of all loan data in the portfolio
- Perform AML checks for new and existing clients as required by the Bank and regulators




- Participate and contribute to improving the team's overall net contribution to the Bank and promote the Bank's core values

About you

- Relevant tertiary qualifications in accounting and/or finance
- Proven understanding of accounting principles
- Advanced Excel, spreadsheet and financial modeling skills
- Strong written and oral communication skills
- Excellent interpersonal skills
- Ability to work in a team environment and display strong partnership behaviour

About us Oversea-Chinese Banking Corporation Limited ('OCBC Bank') is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world's most highly-rated banks, with Aa1 by Moody's and AA- by both Fitch and S&P.; OCBC Bank established its presence in Australia as Bank of Singapore (Australia) Limited in early 1986 as a subsidiary of OCBC Bank Singapore.

The subsidiary was converted to a full branch of OCBC Bank Singapore in January 1996. OCBC Bank Australia, operating as a foreign ADI, is supervised by the Australian Prudential Regulation Authority ('APRA'). The branch provides wholesale banking business in Australia offering loans, FX, wholesale structured investment products and syndicated facilities to network, Australia and Current Zealand corporate customers.

📌 Associate - Portfolio Management (Sydney)
🏢 Oversea-Chinese Banking Corporation
📍 Sydney