Job Search

Senior Financial / Investment Analyst

Job Title: Senior Financial / Investment Analyst
Contract Type: Permanent
Location: Sydney
Reference: 2834025
Contact Name: Elvira Josifi
Contact Email:
Job Published: October 22, 2018 16:33

Job Description

The Company:
This family-owned diversified property group searching for a Senior Financial / Investment Analyst to join their team in a varied, newly created role. The 30-person company boasts a laid-back but high-performing culture, where team members get along very well and work collaboratively. The role is based in the Inner East and is paying $110 - $120k + super.

  • Development and maintenance of investment portfolio models & statistical databases
  • Investment compliance – onboarding (KYC & AML requirements), annual declarations etc
  • Financial and management report preparation and analysis
  • Tax compliance activities – relating to Investment Portfolio
  • Year and month end reconciliation of portfolio models to general ledger balances
  • Perform accounts reconciliation functions including foreign currency bank accounts
  • Support in preparation of Board reports
  • Assistance with year end audit and financial statements
  • Liaise with stakeholders in relation to investment portfolio queries
  • Prepare investment portfolio budgets & forecasts
  • Ad hoc projects
The Ideal Candidate:
  • CA / CPA or CFA qualified
  • Previous investment reporting experience and broad knowledge of investment products and concepts is required
  • Excellent communication and presentation skills
  • Previous experience with board reporting
Interested or have referrals? Apply now or alternatively email Elvira Josifi at