Trust Analyst

2 weeks ago


Philippines Manila Bluestone Home Loans Full time

About us:

Bluestone is a fast-growing lender specialising in residential home loans. We have a team of over 290 professionals across Australia, New Zealand and the Philippines. We help people with a variety of financial needs, whether they are looking to refinance, purchase homes or invest in residential property.

We place equal importance on personal qualities and technical ability, and provide continuous learning opportunities to help our people make their ambitions reality. Our values reflect how we think, act and build trust with our colleagues and customers. We live by our values namely, tell it as it is, make it happen, think different, own it like a boss, and better together whilst ensuring inclusive leadership. These principles allow us to thrive as a team and support others in their journeys to grow and develop.

About the role:

The Trust Analyst will support the Trust Management Team in key functions ensuring accurate and timely trust reporting for a designated portfolio of trusts, ensuring the integrity of Trust Management activities in order to contribute to the overall success of Treasury's funding goals, and contributing to the enhancement of process efficiency and controls.

A typical day for you looks like:

  • Complete accurate and timely trust management activities, including: trust waterfall calculation and reporting, noteholder payments, investor reporting, and ongoing trust monitoring.
  • Prepare and assist in reviewing trust reporting, including but not limited to trust distributions Investor reports, and day-to-day trust operations
  • Perform Trust asset and liability reconciliation and bank account reconciliation and ensuring timely resolution of reconciliation differences
  • Coordinate queries from external stakeholders, including: investors, trustees, and rating agencies.
  • Work collaboratively with the Trust Reporting Manager to deliver key objectives and priorities.
  • Provide relevant trust reporting data to internal stakeholders, including Treasury & Finance
  • Assist in the implementation of reporting following the execution of new funding and securitisation transactions.
  • Assist with the documentation of processes and policies.
  • Continuous drive for process improvement that enhances trust management activities.
  • Models exemplary behaviour, which underpins Bluestone's values.

Skills & experience you'll bring to the team:

  • Relevant tertiary education (Business/Finance, or equivalent).
  • Experience in banking / financial services sector.
  • Financial reporting background and Securitisation/trust management experience are preferred and treasury operations background will be looked upon favourably.
  • Advanced Microsoft Excel skills and ability to handle large data sets and streamline processes (Macros, SQL and data management skills are highly regarded).
  • Analytical and commercial acumen.

So, why would you want to work for us

Our most important asset is our people. It's as simple as that. That's why we're committed to investing in our employees. Benefits we offer include:

  • Healthy fruits delivered weekly
  • Hybrid work options
  • All the tech that you need
  • Lots of social events to get involved in
  • State of the art offices in the city
  • Career & development opportunities
  • Volunteer day leave
  • HMO Coverage & Group Life & Accident Insurance on Day 1
  • HMO Coverage for two dependents from six months
  • Study Assistance & Wellness program

Next steps…

We appreciate the time you have taken to apply for a role with us. Bluestone is an equal opportunity employer and welcomes applications from individuals of all backgrounds. Our hiring decisions are based on your experience, skills, enthusiasm, and your future potential in the role. If you feel that you meet some, but not all the requirements above, we still encourage you to apply. If you are invited to an interview, please advise us if you require any reasonable adjustments during the interview process, and what pronouns you use.

Bluestone is committed to creating an inclusive and respectful workplace for all employees. Differences are embraced, contributions are valued, and everyone has a sense of connection and belonging. We welcome people with diverse skills, experiences, perspectives and backgrounds and encourage applications from Aboriginal or Torres Strait Islander peoples, and individuals who may identify as LGBTIQ, with disability, a culturally diverse background, and people of all ages.

Privacy Policy

Our Privacy Policy is available at www.bluestone.com.au


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