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 include, but are not limited to: 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 workplace.
Prior experience in family trust and or investment/wealth management or portfolio analysis is advantageous.
How to Apply To apply online, please click on the appropriate link below.
Alternatively, for a confidential discussion, please contact Adam Schofield via ******

📌 Finance Manager | Ideal Move From Chartered (Victoria)
🏢 Sharp & Carter
📍 Victoria