At a Glance
- Tasks: Support advisers by preparing financial analyses and managing portfolio reporting.
- Company: Sydney-based wealth management firm with a focus on client success.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Great opportunity for career growth in the finance sector.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Strong analytical skills and attention to detail required.
The predicted salary is between 72000 - 88000 $ per year.
Capital Haus, a Sydney-based wealth management firm, seeks a Financial Analyst to support advisers and internal teams.
You will prepare analyses, manage portfolio reporting, and compile compliant financial documentation for internal and client use.
The role involves financial statements, budgeting, forecasting, and modelling, with data accuracy and institutional liaison as key duties.
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Financial Analyst – Wealth Management & Investment Insight in Sydney employer: Capital Haus
Join our dynamic accounting practice in Townsville, where we prioritise a supportive and professional work environment that fosters employee growth and career progression. As a Senior Accountant, you'll enjoy the opportunity to manage a diverse portfolio of clients while working alongside a team that values collaboration and excellence in service delivery.
