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Financial Investment Accountant

  • Location


  • Sector:

  • Job type:


  • Salary:

    $90,000 - 100,000 + Super

  • Contact:

    Sam Kitchen

  • Contact email:

  • Contact phone:


  • Published:

    about 1 month ago

  • Expiry date:


  • Startdate:


​Edward Mann are recruiting behalf of a global business based in Sydney and they are looking for a Personal Financial Investment Accountant for the CEO to assist with/manage his day to day investment portfolio.

His total assets are in excess of 4 billion AUD and is looking for Personal Financial Investment Accountant to manage the bookkeeping, financial reporting, and analysis of his personal investments. You would also be working with other investment analysts when necessary to help provide insights and logical decisions.

He is looking to pay up to 100k + super for the right candidate, but flexible for exceptional individuals

Key Responsibilities:

Duties include, but not limited to:

  • Managing the bookkeeping and analysis of high net worth individual's bank investment portfolio.

  • The primary responsibility of financial reporting and analysis

  • Preparing timely financial reports for the individual's personal investment.

  • Working closely with other investment analysts when necessary to provide the information to provide insights and assist in decision making.

  • Keeping abreast of financial briefs and up-to-date knowledge about an in-depth global economic perspective.

  • Adhoc tasks as delegated by the CFO and the CEO.

The Ideal Candidate will have experience with:

  • CA/CPA qualified or equivalent. Although those not studying or qualified by experience will still be considered

  • Strong attention to detail and ability to work independently when required

  • Excellent problem-solving skills & time management skills with the ability to effectively manage deadlines and conflicting priorities

  • Excellent verbal and written communications skills

  • Proven experience as an individual contributor.

For more information, please apply ASAP.

Edward Mann Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Edward Mann Ltd is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.