Financial Portfolio Manager
6 days ago
We are seeking a Senior Business Services Accountant to join our team on the Gold Coast, Australia. The successful candidate will be responsible for managing clients' financial portfolios and ensuring compliance with Australian Taxation Office regulations.
- Work from Home
- Monday to Friday | 7 AM to 4 PM (Manila Time)
- Following Australian Holidays
About the Opportunity
This is a fantastic opportunity for an experienced accountant to take on the challenge of managing clients' financial portfolios and ensuring compliance with Australian Taxation Office regulations. With a focus on corporate tax laws and business services, this role requires senior-level experience with Xero ledger/tax and Xero workpapers to efficiently manage client accounts.
- Responsibilities:
- Prepare and review corporate tax returns, ensuring accuracy and compliance with Australian tax laws.
- Keep abreast of the latest tax legislation changes and advise clients on potential impacts.
Requirements
- Bachelor's degree in Accounting, Finance, or related field (CPA or CA qualification preferred).
- Minimum of 3 years of experience in a similar role, with a focus on Australian corporate tax and business services.
- Excellent knowledge of Australian Taxation Law and Australian Accounting Standards.
-
Financial Portfolio Manager
6 days ago
Makati City, National Capital Region, Philippines China Bank PH Full timeWe are seeking a highly skilled Financial Portfolio Manager to join our team at China Bank PH. As a key member of our sales and marketing team, you will be responsible for soliciting and generating new commercial and corporate loan accounts to build up our portfolio while growing our existing accounts.Key Responsibilities:Banking Experience: At least 3 to 5...
-
Credit Portfolio Manager
4 days ago
Quezon City, National Capital Region, Philippines Blue Eagle 525 Lending Investor Inc Full timeWe are seeking a Credit Portfolio Manager to join our team at Blue Eagle 525 Lending Investor Inc. In this role, you will be responsible for managing and overseeing the performance of our credit portfolio, ensuring that all accounts are accurately recorded and up-to-date.Main Responsibilities:Portfolio Performance Monitoring: Monitor and analyze the...
-
Financial Portfolio Manager
1 day ago
Makati City, National Capital Region, Philippines RCBC Full timeRole OverviewThis position requires a deep understanding of various investment markets and products, with expertise in insurance. The ideal candidate will be certified as a Financial Planner or commit to taking the certification program. A life insurance license is also preferred.Responsibilities Include:Developing and maintaining relationships with clients...
-
Investment Portfolio Manager
1 day ago
Quezon City, National Capital Region, Philippines GMA Network, Inc. Full timeGMA Network, Inc. is a leading media company that seeks a Investment Portfolio Manager to oversee our investment portfolio. This role involves assessing investment proposals and making recommendations to Top Management.ResponsibilitiesManage the due diligence process and build robust financial models.Source leads on investment opportunities and develop...
-
Portfolio Manager
1 day ago
Makati City, National Capital Region, Philippines PSBank Official Full timeJob ResponsibilitiesAs a Portfolio Manager, you will be responsible for the marketing and management of portfolio accounts at PSBank Official. Your primary goal will be to ensure that these accounts meet the needs of our customers.You will contribute to the group's financial targets based on set budgets.You will develop Sales training programs to market...
-
Financial Portfolio Manager
5 days ago
Makati City, National Capital Region, Philippines China Bank PH Full timeThe Investment Officer for Funds & Products plays a pivotal role in developing product propositions that address client needs and objectives, while managing their performance. This position involves market research, product structuring, investment strategy formulation, and ongoing portfolio management, requiring close collaboration with stakeholders within...
-
IT Portfolio Manager
5 days ago
Mandaluyong City, National Capital Region, Philippines Chubb Full timeAbout the RoleThis position is responsible for managing multiple responsibilities including regular reporting and general administration in a tech environment. The IT Portfolio Analyst will play a crucial role in the execution of IT Strategic Portfolio Management activities.The main responsibilities cover supporting Compliance & Analytics of Governance &...
-
Portfolio Manager Role
1 day ago
Makati City, National Capital Region, Philippines ARQ SME BDC Full timeARQ SME BDC is a leading provider of mezzanine investment solutions for SMEs in the Philippines.About the OpportunityThis is a full-time on-site position for a Portfolio Manager Role at ARQ SME BDC located in Makati. The manager will be responsible for the day-to-day tasks associated with portfolio management, financial modeling, and analysis of potential...
-
Portfolio Manager
1 day ago
Makati City, National Capital Region, Philippines PSBank Official Full timeJob DescriptionAs a Portfolio Manager at PSBank Official, you will be responsible for the day-to-day execution of investment activities within the Trust Division.Duties and Responsibilities:Execute investment transactions in accordance with client investment mandates, established investment processes, fiduciary standards, and relevant regulations in managing...
-
Strategic Portfolio Credit Manager
23 hours ago
Makati City, National Capital Region, Philippines Australia and New Zealand Banking Group Limited Full timeJob Title: Strategic Portfolio Credit ManagerCompany Overview:The Australia and New Zealand Banking Group Limited is a leading financial institution that provides banking and financial services across more than 30 markets.We are seeking a highly skilled and experienced Senior Credit Manager to join our team in Manila, supporting our global Institutional...
-
Financial Services Portfolio Coordinator
5 days ago
Mandaluyong City, National Capital Region, Philippines Penbrothers Full timeAbout PenbrothersWe are a leading HR and remote talent management partner, offering global opportunities to talented Filipinos. Our mission is to provide exceptional career development experiences for our clients' employees.About the RoleOur client, a nationwide direct lender, specializes in SBA loans and conventional low-LTV loans. They deliver...
-
Financial Analyst
1 day ago
Makati City, National Capital Region, Philippines HC Global Fund Services, LLC Full timeOverview:HC Global Fund Services, LLC is a leading provider of fund administration services to the alternative investments industry. We are seeking a highly motivated and experienced Accounting Professional to join our team in Makati.Responsibilities:Gather and verify all financial information required for our clients' funds, including external statements...
-
Senior Corporate Portfolio Manager
18 hours ago
Makati City, National Capital Region, Philippines Australia and New Zealand Banking Group Limited Full timeAbout the RoleThe Australia and New Zealand Banking Group Limited is seeking a Senior Corporate Portfolio Manager to support Institutional Banking teams with end-to-end management of the credit portfolio. As a key member of our team, you will be responsible for conducting credit approvals within delegated authority, reviewing and challenging credit...
-
Portfolio Analyst
6 days ago
Quezon City, National Capital Region, Philippines Manulife Insurance Malaysia Full timeJob OverviewWe are seeking a skilled Portfolio Analyst to join our Investment team at MBPS. In this role, you will be responsible for developing and maintaining accurate portfolio information for external clients and internal parties.Key Responsibilities:Responsible for efficient reconciliation source data management and maintenance in the reconciliation...
-
Corporate Portfolio Manager
6 days ago
Makati City, National Capital Region, Philippines ANZ Full timeCorporate Portfolio ManagerAbout the RoleWe are seeking an experienced Corporate Portfolio Manager to join our Institutional Banking team. As a key member of the team, you will be responsible for the end-to-end management of the credit portfolio.This includes conducting credit approvals within delegated credit authority, reviewing and challenging credit...
-
Portfolio Strategy Specialist
5 days ago
Mandaluyong City, National Capital Region, Philippines Chubb Full timeJob SummaryWe are seeking an experienced IT Portfolio Analyst who has expertise in managing multiple responsibilities including regular reporting and general administration in a tech environment. This role requires strategic thinking, effective communication, and collaboration skills to succeed.The IT Portfolio Analyst will support the Compliance & Analytics...
-
Credit Manager, Corporate Portfolio
22 hours ago
Makati City, National Capital Region, Philippines Australia and New Zealand Banking Group Limited Full timeSelect how often (in days) to receive an alert:Credit Manager, Corporate PortfolioDivision: RiskLocation: MakatiAbout UsAt ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About the RoleAs the Credit Manager for the Corporate Portfolio,...
-
Junior Portfolio Management Assistant
5 days ago
Mandaluyong City, National Capital Region, Philippines Penbrothers Full timeAbout PenbrothersWe are a leading HR and remote talent management partner, connecting talented Filipinos with global opportunities. Our mission is to provide exceptional career development experiences for our clients' employees.About the ClientOur client is a nationwide direct lender specializing in SBA loans and conventional low-LTV loans. They deliver...
-
Senior Financial Manager
1 day ago
Quezon City, National Capital Region, Philippines 卡物卵歩 Full timeAbout This RoleThis role will be responsible for leading all aspects of SariSuki's finance function.Key Responsibilities:Develop and implement financial models to forecast the budget impact of proposed projects or policies.Manage the organization's investment portfolio and banking relationships.Collaborate with the leadership team to develop and implement...
-
Portfolio Credit Analyst
18 hours ago
Makati City, National Capital Region, Philippines Australia and New Zealand Banking Group Limited Full timeAbout the JobThe Australia and New Zealand Banking Group Limited is seeking a Portfolio Credit Analyst to support Institutional Banking teams with end-to-end management of the credit portfolio. As a key member of our team, you will be responsible for conducting credit approvals within delegated authority, reviewing and challenging credit submissions, and...