About the Role

Step into a senior position within a sophisticated investment operations team, managing end-to-end reporting and operational requirements for a portfolio of specialist investment funds. This role offers a rare combination of technical complexity and broad stakeholder interaction, giving you the chance to make a real impact in a high-performing team while maintaining a healthy work-life balance.

Key Responsibilities

• Manage operational and financial reporting across multiple fund structures
• Prepare statutory accounts, management reports, and tax lodgements in line with industry standards
• Oversee audit processes and resolve queries efficiently
• Collaborate with treasury, legal, tax, and risk teams on strategic initiatives
• Provide financial insights through effective use of data analytics

About You

• Degree-qualified in Accounting, Finance, Business, Commerce, or equivalent
• CA or CPA qualified (or near completion)
• 5+ years’ experience in funds management or financial services with strong fund reporting experience
• In-depth understanding of accounting standards and multi-entity reporting
• Proven ability to work under pressure and engage confidently with senior stakeholders
• Advanced Microsoft Excel skills

For more information or a confidential discussion, please apply or contact me on sara.vanderheld@perigongroup.com.au or call (07) 3854 3804