Trust & Fund Accountant

Sydney Contract or Temp

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
  • Global Property Services Brand
  • Supportive team and Mentor
  • Suits Accountant looking to develop & progress
Trust Fund Accountant – Real Assets Sydney | Leading Investment Manager | Career Growth & Exposure to High‑Quality Assets

Are you looking to deepen your technical accounting experience across real assets while working with a high‑calibre, collaborative team? This is an excellent opportunity to join a respected investment manager with a strong track record across property, infrastructure, and private markets. You’ll be part of a supportive environment that values development, offers genuine career progression, and provides exposure to complex, institutional‑grade funds.

The Opportunity

As a Trust Fund Accountant, you will take ownership of end‑to‑end accounting and reporting for a portfolio of real asset funds. You’ll work closely with the investment, operations, and asset management teams to ensure accurate financial outcomes, strong governance, and timely delivery of all trust‑level obligations. This role suits someone who enjoys both the technical detail and the commercial context behind the numbers.

Key Responsibilities
  • Prepare monthly, quarterly, and annual financial statements for real asset funds and trusts
  • Complete NAV calculations, unit pricing, distributions, and tax‑related accounting
  • Maintain the general ledger, journals, accruals, and balance sheet reconciliations
  • Support asset‑level accounting including valuations, capital expenditure, and cashflow analysis
  • Liaise with external auditors, tax advisors, custodians, and service providers
  • Assist with budgeting, forecasting, and performance reporting
  • Ensure compliance with trust deeds, regulatory requirements, and internal controls
  • Contribute to process improvements and system enhancements across fund accounting workflows
About You
  • Degree qualified in Accounting, Finance, or related discipline (CA/CPA preferred or in progress)
  • Experience in fund accounting, trust accounting, or financial reporting within property, infrastructure, private equity, or similar asset classes
  • Strong understanding of accounting standards, trust structures, and financial controls
  • High attention to detail with the ability to manage deadlines in a fast‑paced environment
  • Confident communicator who enjoys partnering with stakeholders across the business
  • Curious, proactive, and keen to grow your career within real assets
Why This Role
  • Exposure to high‑quality real asset portfolios
  • Supportive leadership and a culture that invests in your development
  • Clear career pathways into senior fund accounting, finance, or asset‑level roles
  • Flexible working environment and a team that genuinely values collaboration
If you’re looking for a role where you can build deep technical capability while gaining commercial insight into real asset investments, this is an opportunity to step into a high‑performing environment and grow.

Referral reward: $250

Accounting > Accountant - Chartered / CPA Accounting

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