Financial Strategist

3 days ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $120,000

Job Title: Financial Strategist

We are seeking a skilled financial strategist to join our team. As a key member, you will be responsible for managing capital flows, coordinating capital deployment and redemptions across underlying managers, and partnering with operations to ensure seamless execution of investment activities.

Key Responsibilities:
  • Develop and implement comprehensive financial strategies to maximize returns on investment.
  • Collaborate with senior members of the team to drive business growth and development.
  • Analyse fund-level results and trends to inform investment decisions.
  • Monitor deadlines and support reporting cycles to ensure timely delivery of financial reports.
  • Maintain accurate records of fund activity, partner deliverables, and processes.
  • Liaise across investment, operations, and compliance functions to ensure alignment and efficiency.

About You:

  • Early-career experience in financial services (funds management preferred).
  • Strong analytical ability with advanced Excel skills.
  • Excellent attention to detail, organisation, and written communication.
  • Collaborative mindset with initiative in a dynamic environment.

This is an exciting opportunity for a motivated and detail-oriented individual to make a meaningful contribution to our team.

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