Financial Analyst Shares & Self-Managed Super Funds (SMSF)

Financial Analyst SMSF & Share Investments (Remote)

Work From Home | Full-Time | AU Client
SMSF & Share Investment Experience Essential

About the Role

We are seeking a detail-oriented Financial Analyst with strong expertise in share investments and Self-Managed Super Funds (SMSFs). The ideal candidate will analyse market trends, assess portfolio performance, and provide strategic recommendations to optimise investment outcomes within SMSF structures. You will work closely with accountants, auditors, and financial advisors to ensure compliance with Australian superannuation regulations.

Key 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.

Skills & Qualifications

• 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.