The Role The role is responsible for managing the domestic and international SMA rebalance processes by ensuring proposed trading activity is accurately analysed and validated. Once validated, the trades are allocated and sent to the appropriate Brokers for execution.

The team operates in a time-sensitive environment, with the morning SMA rebalance period being a critical part of the daily process. The team also support a range of investment operations activities more broadly, including Managed Funds, Bond and Term Deposits processing, Corporate Actions and domestic and international trade settling in various Custodians and registries.

This role could be a right fit for you if:
You have solid demonstratable understanding of financial markets and how SMAs work/lifecycle of an SMA
You have worked in a role where you regularly assessed trade accuracy
You have experience with the IPS portfolio management system
You’ve had experience coaching and supporting others within trading, dealing or an SMA-adjacent operations environment

Key Responsibilities




Support the SMA rebalance pre-trade validation process
Get to the root cause of exceptions, breaks, cash, positions, restrictions and unusual trading activity
Authorise or challenge trades before they are released to brokers for execution
Drive stronger controls and better client outcomes
Support a small team and broader Investment Operations activities including Corporate Actions and trade settlement

Culture & Benefits Include
Hybrid working (home 3 days, office 2 days)
Market-competitive salary with annual performance bonus
Great office location on 367 Collins Street
Career development progression pathways
Annual leave + option to purchase additional leave + paid volunteer leave
Career development plans and stretch opportunities
Monthly social events, team lunches and annual celebrations
Access to health & wellbeing programs, flu shots and EAP
Access to novated leasing
Employee recognition programs (peer awards, monthly and annual recognition)

📌 Team Leader, Sma Trading & Rebalancing Melbourne
🏢 Praemium
📍 Melbourne