Financial Analyst - Shares & Self-Managed Super Funds (SMSF) - Remote

Overview

We are seeking a detail-oriented Financial Analyst with strong expertise in share investments and Self-Managed Super Funds (SMSFs) to analyse market trends, assess portfolio performance, and provide strategic recommendations for optimizing investment outcomes.

In Short

• Conduct detailed analysis of Australian and international share markets.
• Monitor and evaluate SMSF investment performance and ensure regulatory compliance.
• Prepare financial models, reports, and forecasts to support portfolio optimisation.
• Provide insights on asset allocation, diversification, and risk management strategies.
• Support the development of investment strategies aligned with clients' retirement goals.
• Liaise with accountants, auditors, and financial advisors on SMSF compliance and reporting.
• Track dividend performance, capital gains, and tax implications of trades.
• Stay updated on market developments, superannuation laws, and investment opportunities.

Requirements

• Degree in Finance, Accounting, Economics, or a related field.
• Strong knowledge of Australian superannuation laws and ATO SMSF compliance requirements.
• Experience in equities research, portfolio management, or financial planning.
• Advanced Excel and financial modelling skills.
• Excellent analytical, reporting, and communication abilities.

Benefits

• Work from home flexibility.
• Full-time position with competitive salary.
• Opportunities for professional development.
• Collaborative work environment with financial professionals.