Company Information

This is a unique, diverse and highly entrepreneurial private equity investment group. They are privately owned and active in real estate, credit and private equity investment.

They have a private family office which is going through a significant growth phase. This growth has lead to the need to expand the team and add a Family Office Accountant. You will report into a progressive CFO who is an impressive and dynamic leader.

The culture is fast paced with a motivated and engaged workforce. They offer a hybrid work model.

Responsibilities

The role reports to the CFO and plays a crucial role in supporting the operational and administrative functions of a family office. This position is a unique blend of financial, accounting and investment. Key qualities include detail-oriented strong organisational skills, the ability to manage multiple tasks, a commitment to confidentiality and an understanding of the unique needs of the family office. Some more tasks include -

Support financial reporting and budgeting process

Support accounting and investment reconciliations

Support analysis of investment portfolio performance including costing

Support financial audit process for annual Foundation audit

Assist with invoice processing and expense tracking

Coordinate with accountants and financial advisors as needed

Coordinate, train and work with offshore support services as required

Investment applications and trade execution and settlement

Cashflow management

Assisting with daily operations and administration tasks

Background

Business Degree qualified

Ideally experience working in a family office environment but open to other commerce and industry backgrounds

Someone who has an Assistant Accountant, Accountant or Bookkeeping background would be advantageous

Some exposure to investment accounting or administration would be advantageous but not essential

Open to training someone who is the right culture fit - good energy, high level attention to detail, proactive, builds strong relationships with stakeholders, confident and articulate communication skills and self-motivated

Benefits

Career progression

New role due to growth

Work closely with senior business leaders and build strong relationships

A broad scoped role across multiple areas

Terrific culture, great leadership and a motivated team

A fascinating, unique and highly successful organisation

Hybrid role work from home 1 days per week (Friday)

Excellent salary package 100k + super