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Specialisation
Level

Investment Accounting Manager – Sydney

  • Family Office
  • Hybrid role
  • Dynamic & Innovative Environment

Platinum Pacific Partners is currently working with an innovative family office in the search for a senior financial analyst. Unique hybrid role with dual reporting lines to CFO and CIO. It is crucial you are an independent thinker with energy and enthusiasm to effect positive outcomes both operationally and commercially in a high growth business.

ABOUT THE ROLE

The core objectives of the role are to maintain and improve financial reporting of the group’s investment activity and provide direct support to the CIO. This includes performance reporting & analysis, periodic updates, routine accounting, annual tax accounts and administration, coverage of opportunity will include.

  • Preparing performance reporting pack and attend investor communication meetings
  • Oversight of Financial Accounting – 1 direct report
  • Investment Reporting – Ensuring timely and accurate reporting of investment performance for all individual investor entities and on a portfolio basis
  • Investment Analysis – Contributing to group investment decisions via research and analysis as required
  • Maintaining all investment administrative records and documentation
  • Developing and maintaining systems, processes and procedures relating to investment performance reporting

Your background:

  • CA or CPA qualification
  • Experience in Operational Accounting & Preparation of Financial Statements
  • Experience with Investment Reporting & Interpretation of Investment Funds Returns & Performance
  • Advanced strong Excel Tech – data structuring, design, reporting and analytics
  • Ability to balance multiple tasks simultaneously
  • High level numerical, verbal reasoning and IT skills
  • Ability to influence and change behaviour

To explore further in confidence, please send your resume (in Word format) to paddy.kelly@platinumpacificpartners.com.au

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