The role is responsible for managing the domestic and international SMA rebalance processes by ensuring proposed trading activity is accurately analysed and validated. Once validated, the trades are allocated and sent to the appropriate Brokers for execution.
The team operates in a time-sensitive environment, with the morning SMA rebalance period being a critical part of the daily process. The team also support a range of investment operations activities more broadly, including Managed Funds, Bond and Term Deposits processing, Corporate Actions and domestic and international trade settling in various Custodians and registries.
Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advisers 2023.
Praemium offers access to a comprehensive suite of investment solutions covering custody and non-custody investments on a single platform. Our platform offers a range of cutting-edge tools and services that streamline the advice process, deliver efficiencies for advice practices and enhances the client experience.
For over 22 years, Praemium has remained committed to its goal of providing the best technology and product solutions to enable advisers to deliver great outcomes.
