Financial Analyst in Sydney

At Capital Haus, we provide bespoke investment solutions for high-net-worth individuals, family offices, endowments, institutions and foundations. As a specialist wealth management and financial services firm, we pride ourselves on delivering top-tier asset management. Our approach is to collaborate with our clients to build, manage, and protect their wealth through a comprehensive range of personalised financial services. We foster a deep understanding of our clients’ needs and provide innovative, tailored solutions that help them achieve their financial goals.

We are now seeking a Financial Analyst to join the team in our Sydney office. Supporting both the professional and internal accounting teams, the Financial Analyst will support informed commercial and investment decisions and will undertake the following tasks:

• Support financial advisers by preparing financial analyses, portfolio reporting, and structured financial documentation.
• Prepare and maintain financial statements, management reports, and financial summaries for internal accounting and advisory purposes.
• Support compliance reporting, regulatory documentation and audit-ready record keeping.
• Maintain and update accounting information systems and client reporting platforms ensuring data accuracy, integrity, and compliance readiness.
• Liaise with financial institutions, fund managers, registries, custodians, and brokers in relation to investment and funds management arrangements.
• Support compliance documentation, regulatory reporting, onboarding, and change-of-adviser processes through accurate financial record maintenance.
• Assist with internal control processes to safeguard financial data integrity and provide advice on financial strategies and risk management.
• Develop financial models to support strategic decision-making.

The successful candidate will have:

• Bachelor or higher degree in accounting or finance.
• Minimum 1–3 years of experience in financial analysis, accounting, or a related finance analysis role.
• Strong working knowledge of regulatory and compliance requirements in the financial sector.
• Strong understanding of financial concepts, securities analysis, and investment structures.
• Experience with financial reporting, budgeting, forecasting, and financial modelling.
• Ability to assess large volumes of financial data to identify trends and opportunities.
• Proficiency in accounting and financial planning software (e.g. Praemium, Openmarkets, Xplan, Complii, MYOB, Xero, or similar platforms).
• Advanced skills in Microsoft Excel, including financial modelling, pivot tables, VLOOKUP, and data analysis.
• Excellent written and verbal communication skills, with the ability to prepare reports and present financial information to advisers, clients, and management.
• Ability to work independently and collaboratively within a fast-paced financial services environment.
• Strong attention to detail.
• Comfortable speaking on camera and filming engaging content for our social media platforms.

For this full-time role we are offering a base salary of $80,000 + superannuation.