Job Description
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.
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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.
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This role will report directly to the Director of Finance.
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Responsibilities
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Financial Analysis & Reporting
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Regularly review, analyse, and report on the financial performance and position of the family office and its investments.
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Prepare monthly updates, including reconciled accounts, cash flow reports, and financial forecasts.
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Assist in quarterly reporting and board meeting preparations.
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Collaborate with internal and external finance teams on family office investments.




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Support external financial audits and assist in preparing financial statements for a multi-entity group.
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Investment & Portfolio Support
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Reconcile investment portfolios across multiple asset classes, ensuring accuracy and completeness of holdings and transactions.
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Assist in business plan preparation and support investment decision-making.
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Stakeholder Management
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Coordinate with external providers for investment management, audits, and taxation.
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Support the Chief Financial Officer in identifying business challenges and growth opportunities.
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Experience and Qualifications
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Bachelor's degree in finance, economics, accounting, or a related field.
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CPA, CA, or another globally recognised professional designation.
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4-6 years of experience, preferably in a Chartered Accounting setting.
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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 (Victoria)
🏢 Sharp & Carter
📍 Victoria