Fund Accountant – Mixed Asset Funds

Sydney Permanent / Full Time

Anna has over 19 years’ experience working in financial operations within Banking, Fund Admin, Custody and Global Markets. Originally from London, Anna has been working in Australia for the last 15 years. Having worked and managed financial operation teams in both a BAU and Project capacity, Anna has excellent sector and product knowledge.Anna specialises in recruiting Accounting & Finance roles within the Fund Management, Fund Administration, Custody & Investments sectors.Having previously been a candidate, Anna has a strong desire to build relationships with applicants, while delivering their career goals. She is an effective communicator and having experienced frustrating application processes herself, is passionate about delivering friendly and efficient service, keeping candidates informed throughout the process.Having previously recruited, managed and developed high performing teams while working in the Financial Services sector, Anna has firsthand experience of the challenges faced by our clients when recruiting.

Recruiter :
Anna Thomas

Anna Thomas
  • Mixed‑asset portfolio exposure
  • High‑performing, well‑regarded investment client
  • Genuine progression pathway and scope to grow
Fund Accountant – Mixed Asset Funds | High‑Calibre Investment Client | Clear Career Path

This is an outstanding opportunity for a motivated Fund Accountant to join a high‑calibre investment business managing a diverse portfolio across mixed‑asset classes. Working within a collaborative and technically strong finance team, you’ll gain exposure across the full fund accounting lifecycle while building a long‑term career in a business known for developing its people.

The Role In this hands‑on position, you will support the end‑to‑end accounting, reporting and oversight of a mixed‑asset fund suite. Key responsibilities include:
  • Daily, monthly and quarterly fund accounting and NAV processes
  • Oversight of outsourced fund administration and service providers
  • Preparation of financial statements, tax packs and investor reporting
  • Supporting audit, compliance and regulatory deliverables
  • Contributing to process improvements and project initiatives as the business grows
Why This Role Stands Out
  • Exposure to a broad mix of asset classes, building a strong technical foundation
  • A high‑performing, respected investment client with strong leadership and a supportive culture
  • A clear, achievable career path with genuine opportunities to step up as the business expands
  • A role designed for someone who wants to grow, stretch and build a long‑term future in funds
About You

You bring strong attention to detail, a proactive mindset and a genuine interest in funds. You may be coming from fund administration, public practice or another investment environment, and you’re now looking for a role with more ownership, exposure and progression.

Referral reward: $500

Accounting > Accountant - Financial Accounting

Back to Jobs