Financial Accountant, Boutique Investment & Philanthropic Group

  • AUD100000.00 - AUD120000 per annum + Super+bonus
  • Sydney, New South Wales, Australia
  • Permanent, Full time
  • Morgan McKinley Australia
  • 16 Jan 18 2018-01-16

Excellent opportunity to join this boutique Family Office group with philanthropic and investment activities across a broad range of sectors

  • Excellent opportunity to join a Boutique Family Office Group
  • Broad role reporting directly to Principal
  • Superb working environment

Company Profile:
Excellent opportunity to join this boutique Family Office group with philanthropic and investment activities across a broad range of sectors. You will report directly to the Principal and have responsibility for the financial and management reporting for the company and group.

This is an outstanding opportunity to work directly with a seasoned investment professional and his team, with deep rooted connections across the market. Working in a small and dynamic office, you will have a diverse and rewarding role that a large corporate just won't be able to offer you.

Role and Responsibilities:

  • Management of day to day MYOB records for the group
  • Preparation of management accounts and analytical spreadsheets for CEO
  • Management of cashflow requirements and paying invoices
  • Assisting in preparation of weekly Investment Committee papers and weekly reporting to the Group CEO
  • Working closely with the Group Portfolio Manager including monthly portfolio valuations
  • Management of office external contractual arrangements with third parties

Report directly to Principal

Key relationships: Principal, Portfolio Managers, External Accountants and Suppliers

Requirements:

  • Qualified Accountant with sound accounting experience
  • Very good spreadsheet skills
  • MYOB experience
  • Ability to work individually and with others
  • Take responsibility for deadlines and accuracy
  • Financial services or investment markets experience preferable

Morgan McKinley is acting as an Employment Agency in relation to this vacancy.

Please note that any references to salary or pay rates in this advertisement and in the salary refinement section are indicative only and should only be used as a guide.