About Our Client
A Melbourne-based investment fund focused on strategic growth and income opportunities. This unlisted managed fund aims to deliver returns through a diversified portfolio of interest-earning deposits, securities, and entrepreneurial investment ventures.
Job Description
* Manage and oversee fund portfolios to ensure optimal performance and risk management.
* Develop and implement strategies to achieve investment objectives and financial goals.
* Analyse market trends and provide insights to inform decision-making processes.
* Collaborate with internal teams to ensure compliance with all regulatory requirements.
* Prepare detailed reports and presentations for stakeholders on fund performance.
* Build and maintain strong relationships with clients and investors.
* Monitor and evaluate the performance of investment products and services.
* Identify opportunities for portfolio growth and diversification.
The Successful Applicant
A successful Senior Fund Accountant should have:
* Strong background in fund management, with a focus on property or equities.
* CA/CPA qualified with a minimum of 5+ years related industry experience.
* Relevant qualifications in finance, economics, or a related discipline.
* Proven experience in portfolio management and investment strategies.
* Solid understanding of market trends and regulatory frameworks.
* Exceptional analytical and decision-making skills.
* Strong communication skills to liaise with stakeholders effectively.
* Ability to work independently and manage multiple priorities.