Organisation: Our client is a private (family) investment firm focused on long-term wealth preservation and strategic growth. With a diversified portfolio spanning equities, real estate, private equity, and alternative investments, the group prioritises sustainable financial management and value-driven decision-making.

Organisation: Our client is a private (family) investment firm focused on long-term wealth preservation and strategic growth. With a diversified portfolio spanning equities, real estate, private equity, and alternative investments, the group prioritises sustainable financial management and value-driven decision-making.

This role will report directly to the Director of Finance.

Responsibilities

Financial Analysis & Reporting

- Regularly review, analyse, and report on the financial performance and position of the family office and its investments.
- Prepare monthly updates, including reconciled accounts, cash flow reports, and financial forecasts.
- Assist in quarterly reporting and board meeting preparations.
- Collaborate with internal and external finance teams on family office investments.




- Support external financial audits and assist in preparing financial statements for a multi-entity group.

Investment & Portfolio Support

- Reconcile investment portfolios across multiple asset classes, ensuring accuracy and completeness of holdings and transactions.
- Assist in business plan preparation and support investment decision-making.

Stakeholder Management

- Coordinate with external providers for investment management, audits, and taxation.
- Support the Chief Financial Officer in identifying business challenges and growth opportunities.

Experience and Qualifications

- Bachelor’s degree in finance, economics, accounting, or a related field.
- CPA, CA, or another globally recognised professional designation.
- 4-6 years of experience, preferably in a Chartered Accounting setting.
- Prior experience in family trust and or investment/wealth management or portfolio analysis is advantageous.

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📌 Finance Manager | Ideal move from chartered (Melbourne)
🏢 Sharp & Carter
📍 Melbourne