Job Description

Fund Analyst

  • 15 Apr 2025
  • Sydney
  • FullTime

We here at TOM Executive are recruiting a Fund Analyst position for a boutique Private Credit asset manager based in Bondi Junction.

  • Permanent position
  • $90,000 - $100,000 + super and also happy to discuss expectations.

Overview of Role: 

Reporting to the Manager - Funds Management, this role supports the Funds Operations team to ensure the needs of existing and new investor clients are met.

  • Assisting in managing numerous types of property debt funds and individual investments for investors
  • Fund reporting for internal and external stakeholders
  • Preparing investment memorandums for investors
  • Financial transactions processing
  • Preparing investor notifications and analysing investment data

Your Background:

  • 3-4 years experience in a similar role within financial services, fund accounting / fund operations
  • CA/CPA/CTA qualification 

If you are interested in this role, please reach out to me on jade.mcnamee@tomexecutive.com today