Talent.com
Anton Murray Consulting
Fixed Income Portfolio Analyst - Private WealthAnton Murray Consulting • Sydney, NSW, AU
Fixed Income Portfolio Analyst - Private Wealth

Fixed Income Portfolio Analyst - Private Wealth

Anton Murray Consulting • Sydney, NSW, AU
30+ days ago
Job description

Sydney
Wealth Management
Contract or Temporary

We’re looking for a talented Fixed Income Portfolio Analyst to join our client’s prestigious Private Wealth team in Sydney. This is an initial 12-month contract role based in Sydney CBD.

As a Fixed Income Portfolio Analyst, you will play a crucial part in delivering high-quality investment solutions to their HNW/ UHNW private clients.

This role provides technical and analytical investment support to Senior Wealth Advisors within a wealth management team. The focus is on producing high‑quality analytical reports, supporting portfolio analysis and reviews, and assisting with the management and implementation of multi‑asset and direct fixed income portfolios.

The position suits a technically strong investment professional who enjoys deep analysis and high standards of analytical output.This is a non‑client‑facing role

Responsibilities:

  • Conducting in-depth research and analysis on fixed income securities, markets and economic trends to generate investment ideas and recommendations
  • Building and maintaining complex financial models to assess the risk and return profiles of fixed income instruments
  • Monitoring and reporting on the performance of fixed income portfolios, identifying opportunities for optimisation
  • Collaborating with the Investment Committee to develop and implement fixed income investment strategies
  • Conduct performance, attribution and risk analysis across discretionary and advisory portfolios.
  • Providing timely and insightful market updates and commentary to private wealth clients
  • Support and execute trades across asset classes (fixed income, equities, ETFs, alternatives) as required.
  • Supporting the wider Private Wealth team with investment analysis, portfolio construction and client servicing

What we’re looking for

  • Relevant tertiary qualifications in finance, economics or a related discipline
  • CFA or similar professional qualification is highly regarded
  • Minimum 5 years’ experience in fixed income portfolio analysis, preferably within a private wealth or asset management environment
  • Demonstrated expertise in fixed income research, valuation and portfolio construction techniques
  • Strong analytical and problem-solving skills, with the ability to translate complex data into actionable insights
  • Excellent communication and client relationship skills, with the confidence to present to senior stakeholders
  • Proficiency in financial modelling and data analysis tools such as Excel, Bloomberg and FactSet
Create a job alert for this search

Fixed Income Portfolio Analyst - Private Wealth • Sydney, NSW, AU

Similar jobs

Client Portfolio Analyst: Quantitative Investment Insights

Macquarie GroupSydney, AU

Macquarie Asset Management seeks a Client Portfolio Analyst to enhance the delivery of projects such as presentations, risk analyses and investment commentaries.You will support the Client Portfoli... Show more

 • Promoted

Investment Analyst - Valuation Expert

MercorSydney, New South Wales, Australia
Remote
Quick Apply

Headquartered in San Francisco, our investors include.Investment analysis / valuation / credit Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, ae... Show more

Fund Analyst

CapstoneSydney, AU

Capstone Sydney, New South Wales, Australia.Recruitment Specialist across Investment, Funds Management, Capital Markets and Direct Property.Our client is an Australian real estate fund manager expe... Show more

 • Promoted

Finance Business Partner - FP&A Analyst - Property

Perigon GroupSydney, AU

Finance Business Partner - FP&A Analyst - Property.Finance Business Partner - FP&A Analyst - Property.Get AI-powered advice on this job and more exclusive features.This range is provided by Perigon... Show more

 • Promoted

Senior Private Wealth Risk Associate

Anton Murray ConsultingSydney, NSW, AU

Senior Private Wealth Risk Associate to their Sydney office.Wealth Management business on an initial 12-month contract.Product Governance & Suitability Risk Frameworks as well as Credit & M... Show more

Associate Director: Growth Lead & Equity Path (Hybrid)

CANDOR RecruitmentManly, AU

A progressive financial services firm in Manly is seeking an experienced Associate Director to lead client engagements and manage a portfolio.Ideal candidates are Senior Managers or Partners with o... Show more

 • Promoted

Fixed Income Portfolio Analyst - Private Wealth

Anton Murray ConsultingSydney, NSW, AU

We’re looking for a talented Fixed Income Portfolio Analyst to join our client’s prestigious Private Wealth team in Sydney.This is an initial 12-month contract role based in Sydney CBD.As a Fixed I... Show more

Investment Banking Analyst

ObsidianSydney, AU

UK/Canada/Europe/Australia based Investment Banking Experts for a research project with a leading foundational model AI lab.At least 2 years of experience working at top firms in investment banking... Show more

 • Promoted

Remote Finance Associate — QuickBooks & Reporting Pro

YO IT ConsultingSydney, AU
Remote

Join our team as a Finance Associate and play a pivotal role in driving accurate and seamless financial operations.This is a fantastic opportunity to leverage your expertise in QuickBooks, accounts... Show more

 • Promoted

FP&A & Commercial Insights Analyst

PIERRE FABRE AUSTRALIA Pty LtdSydney, AU

PIERRE FABRE AUSTRALIA Pty Ltd is seeking a Financial Planning & Analysis and Commercial Analyst to join their team in North Sydney, Australia.The role involves preparing financial reports, partner... Show more

 • Promoted

Senior FP&A Analyst | Drive Insights & Partnerships

The Andersen PartnershipSydney, AU

A leading financial consultancy in New South Wales is seeking a Financial Analyst to support its team in Chatswood.This role emphasizes data analysis to provide financial insights and requires stro... Show more

 • Promoted

Fixed Income Trader

Nine MileSydney, AU

Nine Mile is an electronic principal trading firm focused on market-making and arbitrage opportunities globally.Technology is at the forefront of our business, powering Nine Mile’s unified global t... Show more

 • Promoted

Analyst, Opportunistic Investments & Deals

BlackstoneSydney, AU

Blackstone is looking for an Analyst in Sydney to support investment teams by sourcing and executing projects.Candidates should have a minimum of 2 years of experience in investment banking or simi... Show more

 • Promoted

Leveraged Finance Senior Associate

Ashurst Perkins CoieSydney, AU

At Ashurst Perkins Coie, we’re helping shape the future economy.With a global team of more than 3,500 legal professionals across 52 offices, we partner with leading organisations to solve complex c... Show more

 • Promoted

Investment Associate – Structured Finance

JMES (Jon Michel Executive Search)Sydney, AU

Investment Associate – Structured Finance.Investment Associate – Structured Finance.Direct message the job poster from JMES (Jon Michel Executive Search).JMES is currently partnering with a Global ... Show more

 • Promoted

Elite M&A & Private Equity Associate

MRA SearchSydney, AU

Corporate M&A and Private Equity Associate or Senior Associate.Our client, a prestigious international law firm, is seeking talented M&A and Private Equity lawyers at Associate and Senior Associate... Show more

 • Promoted

Renewables Commercial Analyst Hybrid Finance & Investments

Capstone RecruitmentManly, AU

A leading renewable energy developer in Manly, New South Wales, is looking for a Commercial Analyst to contribute to their renewables portfolio.The role involves financial modeling, analysis of mar... Show more

 • Promoted

Commercial Analyst

Capstone RecruitmentManly, AU

Get AI-powered advice on this job and more exclusive features.Capstone Recruitment provided pay range.Your actual pay will be based on your skills and experience — talk with your recruiter to learn... Show more

 • Promoted

Integration Analyst – Perpetual Wealth Management

PerpetualSydney, NSW, AU

Perpetual Wealth Management is seeking an experienced and highly organised.Integration Analyst, 12 month contract position.Working closely with the Integration Manager, this role will help coordina... Show more

Senior Leveraged Finance Associate — Global Deals

Ashurst Perkins CoieSydney, AU

Ashurst Perkins Coie’s Global Loans team is seeking a Senior Associate to work on leveraged finance transactions.The role involves handling complex deals, engaging directly with clients, and guidin... Show more