Portfolio Analyst

vor 3 Wochen

City of Melbourne, Österreich Sharp & Carter Vollzeit

Join to apply for the Portfolio Analyst & Administrator role at Sharp & Carter . Opportunity A rare opportunity has opened for a driven Portfolio Analyst / Administrator to step into a high-trust, high-calibre Family Office environment. This role is ideal for someone who thrives on accuracy, loves working with financial data, and wants exposure to a broad investment portfolio spanning multiple asset classes, markets, and regions. Role responsibilities Own the reconciliation process across a multi-asset, global portfolio—ensuring every transaction, holding and valuation aligns with internal and external records. Partner with key stakeholders across accounting, investments, and external managers to collect, clarify, and validate portfolio data. Support financial and performance reporting by preparing high-quality data sets that feed into key investment and accounting reports. Research and analyse market trends, macro data, investment themes, and asset-class movements to support investment decisions and ongoing monitoring. Assist in portfolio implementation, rebalancing exercises, and the operational execution of investment strategies. Deliver ad hoc analysis, deep dives, and one-off projects that help the business improve visibility, efficiency, and insight. Candidate qualifications A tertiary qualification in finance, commerce, accounting, or a related field (CPA/CA highly regarded). Strong analytical skills and ability to work confidently with detailed financial information. Meticulous approach to accuracy, data integrity, and process management. Advanced Excel capability and familiarity with working across multiple data sources. Organisational strength—the ability to juggle competing priorities without missing the small stuff. Clear communication skills and ability to collaborate with a broad group of stakeholders. Apply To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Will Nichols at . Senior Level Mid-Senior level Employment type Full-time Job function Accounting/Auditing Industries Staffing and Recruiting Referrals increase your chances of interviewing at Sharp & Carter by 2x. #J-18808-Ljbffr

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