Company Description EWM Group, founded in 2005 as Australia’s first independent multi-family office, is recognized globally as a leading Multi Family Office in Australasia. The firm maintains strong relationships with domestic and global investment banks, boutique fund managers, professional service firms, and single-family offices, providing clients with access to a wide range of global investment opportunities. EWM Group has a proven track record in family office establishment and management, wealth management and protection, succession planning, family governance, and philanthropy. The firm serves ultra-high-net-worth families, entrepreneurs, and family businesses, including some of the nation’s most prominent clients, and is dedicated to delivering expert, tailored advice and long-term stewardship. Role Description The Investment Operations & Portfolio Administration Associate is a full-time, on-site role based in Brisbane, QLD. This role is responsible for the daily administration of client portfolios, including trade capture, transaction reconciliation, cash management, and maintenance of accurate investment records across multiple custodians and platforms. The associate will monitor portfolio positions, corporate actions, income receipts, and performance data, ensuring timely and accurate reporting to clients and internal stakeholders. The role involves preparing portfolio reports and analytics, supporting investment and advisory teams with data and documentation, and assisting with compliance checks and operational risk controls.



The associate will collaborate closely with colleagues across operations, investment, and client service functions to uphold high standards of accuracy, service quality, and confidentiality for ultra-high-net-worth clients. Qualifications
• Strong analytical and quantitative skills, including comfort with financial data, portfolio analysis, reconciliations, and cash flow monitoring.
• Experience with Addepar, Praemium, Xplan, Class, InvestmentLink, AdviserLogic or similar platforms is preferred
• Experience or training in investment operations, portfolio administration, custody, or middle-office functions within wealth management, asset management, or banking.
• Proficiency with spreadsheets and portfolio/accounting systems; ability to learn current investment technologies and reporting tools quickly.
• Excellent attention to detail, organizational skills, and the ability to manage multiple tasks and deadlines in a high-accountability environment.
• Clear written and verbal communication skills for preparing reports, documenting processes, and liaising with internal teams and external providers.
• Understanding of financial instruments (e.g., equities, fixed income, funds, alternatives) and basic investment concepts, with a commitment to ongoing professional development.
• Demonstrated integrity, discretion, and client-centric mindset, with the ability to work collaboratively in a small, high-performing team focused on ultra-high-net-worth clients.

📌 Investment Operations (Brisbane)
🏢 EWM Group
📍 Brisbane