Financial Analyst (Shares & SMSF)
New
PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Microsoft ExcelRisk ManagementFinancial analysis
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.
Responsibilities
- 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.
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