Analyst – Research and Portfolio Management

Analyst – Research and Portfolio Management

Position Purpose

Stellan Capital is a boutique wealth management firm specializing in high-net-worth client advisory and portfolio management services across Australia. We maintain long-term client relationships built on trust, performance, and professional excellence.

As an Analyst, you will play a key role in supporting trading execution and implementation across client portfolios. Working within a small, high-impact team, you will assist in executing investment strategies, coordinating listed and unlisted transactions, and ensuring accuracy across the full trade lifecycle. In addition, the role provides exposure to investment research and analysis, supporting informed decision-making and Investment Committee processes, distinguishing it from a purely trading-focused position.

The role requires a highly detail-oriented and process-driven professional with strong analytical skills, and the ability to collaborate effectively with Portfolio Managers, Financial Advisers, Operations, and Compliance teams.

Accountabilities

Trading Execution

Listed Investments:

• Execute trade orders for listed equities as instructed and approved by Portfolio Managers and Financial Advisers.
• Perform daily “four-eyes” reviews of prior-day trading activities, ensuring reconciliation with client portfolios and approved recommendations.
• Implement portfolio rebalancing activities to align portfolios with target asset allocations within agreed timeframes.

Unlisted Investments:

• Coordinate bulk investment campaigns across the client base in collaboration with Portfolio Managers and Financial Advisers.
• Facilitate unlisted investment applications, transfers and book builds, ensuring timely execution within issuer deadlines and in coordination with Operations and Compliance teams.
• Perform cash balance checks for unlisted product applications and capital calls, ensuring sufficient funding availability prior to execution.
• Prepare client recommendation worksheets to support Portfolio Managers’ decision-making.
• Support quarterly portfolio review process, including pre-meeting analysis, documentation, and post-meeting implementation.
• Monitor client cashflows, recurring obligations, and liquidity requirements to ensure sufficient reserves for ongoing commitments.
• Provide portfolio-related support to Client Service, Operations, and Compliance teams on ad-hoc requests to facilitate effective portfolio implementation and monitoring.

Research/Investment Support

• Assist with macroeconomic and financial market research, and investment analysis across listed and unlisted asset classes.
• Support Investment Committee processes, including preparation of meeting agendas and documents, meeting minutes, and follow-up actions.
• Support Senior Analyst with due diligence analysis of new product opportunities.

Problem Solving & Decision Making

What types of decisions are referred to the next level?

• Any deviation to Stellan policies or procedures
• Any escalation of a client complaint
• Provision of financial advice
• Any changes to operational processes or exceptions to process

Key Internal and External Contacts

• Externally: Clients, Macquarie, Accountants and Lawyers – assisting and responding to enquiries.
• Internally: all Stellan employees

Qualifications

• Bachelor’s degree in Finance, Economics, or related
• Strong organizational and time-management skills with a collaborative mindset
• Excellent attention to detail and accuracy
• Proactive learner with strong drive to grow professionally
• Proficient in Excel, Microsoft Office, with experience using trading and research platforms (e.g. Bloomberg, Refinitiv)
• 3+ years’ experience in research, investment or trading in Australia or global markets
• Master’s degree or professional certifications (e.g. CFA, FRM, CAIA)
• Experience with data analysis tools and XPlan

Stellan Capital Pty Ltd (ABN 74 633 599 130), Stellan Capital Family Office Pty Ltd (ABN 74 600 989 393) (all trading as Stellan Capital) are Corporate Authorised Representatives of Stellan Capital Group Pty Ltd (ABN 80 139 835 797, AFSL 416354).

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