The Role The team operates in a time-sensitive environment, with the morning SMA rebalance period being a critical part of the daily process. You'll be the go-to person for resolving complex SMA, trading and reconciliation queries with investment managers, brokers, custodians and internal teams. You'll also make sure trades settle on time and SMA corporate action elections are actioned, alongside our Corporate Actions team.

This role could be the right fit for you if:

- You have reviewed orders before execution in a dealing, portfolio implementation or rebalancing role
- You're confident owning and resolving complex queries across multiple external parties
- You've had experience coaching and leading an operations team

Day to day

- 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
- Ensure trades settle on time and corporate action notifications and SMA elections are actioned with registries and custodians, working with our Corporate Actions team
- Lead a small team

Culture &

Benefits

- Competitive salary
- Annual salary review and annual bonus opportunity
- Hybrid working model with a mix of office and work-from-home flexibility
- Versatile leave options including purchased leave, paid volunteer leave, study leave, unpaid leave and flexible working hours
- Great office location on Collins Street in the heart of Melbourne CBD

📌 Team Leader, Managed Accounts (Melbourne)
🏢 Praemium
📍 Melbourne