Logo for Senior Investment Accountant - 12 month contract

Senior Investment Accountant - 12 month contract

Robert Walters
Melbourne, VIC
A$110,000-$125,000 p/a + super
Accounting → Business Services & Corporate Advisory
Contract
On-site

Posted 26 days ago


Senior Investment Accountant (12-Month Contract)

In this key role, you'll take full ownership of the financial management of a diverse portfolio. Reporting to the CFO, you'll work closely with internal teams and external advisors to deliver accurate reporting, ensure compliance, and support strategic investment decisions. This is a hands-on role suited to a finance professional who thrives in a dynamic environment and is looking to make a real impact.

Senior Investment Accountant - 12 Month Contract
Salary: $110,000 - $125,000 + super

Location: Melbourne CBD

Keywords: Investment Accountant, Finance, Contract, Melbourne CBD

An exciting opportunity has arisen for a Senior Investment Accountant to join a leading investment manager. This is a 12-month contract role based in Melbourne CBD, offering a competitive salary of $110,000 - $125,000 + super. The successful candidate will be responsible for the financial management of a portfolio. This role offers an excellent opportunity to work with a large dedicated team full of investment and fiduciary professionals.

12-month contract role
Competitive salary of $110,000 - $125,000 + super
Opportunity to work with a dedicated team.

What you'll do:

As a Senior Investment Accountant, your primary responsibility will be managing the financial aspects of a diverse portfolio. You will be tasked with maintaining accurate accounting records, managing accounts payable functions, completing business activity statements and managing trust distributions. Your role will also involve working closely with various internal stakeholders to ensure smooth operations. This position requires someone who can handle multiple responsibilities simultaneously while maintaining high standards of accuracy and efficiency.

  • Manage all facets of finance obligations.
  • Maintain accounting records including reconciliation of all related bank accounts.
  • Manage the Accounts Payable function.
  • Complete Business Activity Statements.
  • Manage periodic trust distributions, including relevant calculations and withholding tax obligations.
  • Manage periodic unit pricing for each trust following valuation decisions by the Group's internal valuation committee.
  • Work closely with internal stakeholders including direct asset managers, in-house legal/tax and the funds management team.

What you bring:

The ideal candidate for this Senior Investment Accountant role will bring a wealth of relevant experience to the table, including at least 3 years in a public practice accounting role. You should have detailed knowledge of accounting and taxation requirements for unit trusts. Experience with Xero would be advantageous, as would CA or CPA qualifications. Your proven ability to deal effectively with a variety of clients and stakeholders will be crucial in delivering successful outcomes. Strong interpersonal and communication skills are essential, along with excellent time management skills, a strong work ethic and a proactive attitude. A high level of attention to detail is also required.

What sets this company apart:

This company is a growing and also a leading investment manager within Melbourne.

What's next:

Don't miss out on this exciting opportunity to take your career to the next level!

Apply today by clicking on the link!

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or call Marco Boscaini on +61 3 8628 2275 for a confidential discussion.


About Robert Walters

Burwood, VIC, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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