Work with us

Tasks & responsibilities

• Industry and Company Research: Conduct thorough research on industries and companies to identify potential investment opportunities.

• Analysis of Investment Opportunities: Evaluate public and private equity, quasi-equity, and private credit opportunities to support investment decision-making.

• Transaction and Due Diligence Support: Assist in transaction execution and due diligence processes to ensure comprehensive analysis and risk assessment.

• Financial Modelling: Develop and maintain complex financial models to support investment decision-making and portfolio monitoring.

• Valuation Analysis: Conduct valuation analysis using various methodologies to assess the fair value of investment opportunities.

• Portfolio Monitoring: Engage in ongoing monitoring of portfolio companies and communicate effectively with senior executives and board members.

• Preparation of Documents: Prepare presentations, information memorandums, board papers, and other transaction documents as required for investment processes

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Qualifications & experience

• Experience: Several years of experience with an accounting firm, corporate advisory firm, investment manager, or other relevant finance fields

• Capital Market Knowledge: Familiarity with capital market concepts, including a general understanding of equity and debt security terms and valuation methodologies.

• Interest in Investing: Demonstrated interest in investing, either through previous professional experiences or in your personal capacity.

• Analytical Skills: Excellent financial analysis and financial modelling skills.

• Independence: Ability to work independently and effectively multitask in a fast-paced environment.

• Work Ethic: Strong work ethic with a commitment to delivering high-quality results.

• Communication Skills: Strong written, interpersonal, and communication skills.

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Qualifications & experience

• Administrative Experience: Demonstrated experience in administrative tasks such as handling mail, compiling documents, and coordinating client applications efficiently.
• Client Relationship Management: Proven track record of building strong client and joint venture relationships, supporting advisers, and identifying cross-selling opportunities. (Preferred)
• Organizational Skills: Strong organisational abilities to manage client files, maintain review schedules, and handle administrative inquiries effectively.
• Office Management Experience: Previous experience in assisting in maintaining internal processes, ensuring compliance, and improving workflow efficiency. (Preferred)
• Communication Skills: Excellent communication abilities to manage incoming client calls, conduct follow-ups, and provide support where needed.
• Data Management: Proficient in maintaining Client Management Systems and ensuring data integrity for accurate reporting and analysis. (Preferred)
• Problem-solving Skills: Ability to identify and resolve issues promptly, ensuring smooth office operations and client service delivery.

Tasks & responsibilities

• Administration:- Compile financial recommendations and product disclosure statements. Coordinate application lodgments, withdrawals, and investments. Maintain client files, including scanning and filing of documents. Handle administrative inquiries Coordinate client invoicing
• Client Relationship Communications:- Build and support client and joint venture relationships. Manage incoming client calls and assist as needed. Identify cross-selling opportunities to clients. Maintain ongoing service program and review workflow for clients.
• Office Maintenance/Management & Reporting:- Assist in maintaining and improving internal processes and turnaround times. Assist in workflow allocation and task management (as needed). Train new staff members. Maintain Client Management System and ensure data integrity

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Qualifications & experience

• Proven experience as an office manager, or in a similar administrative role.
• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
• Strong interpersonal skills and the ability to interact professionally with clients, visitors, and colleagues at all levels.
• Ability to work independently with minimal supervision and demonstrate initiative
• Proficiency in Microsoft Office suite (Word, Excel, Outlook, PowerPoint) and other relevant software applications.

Tasks & responsibilities

• Serve as the first point of contact and the face of our organisation, to meet and greet clients and visitors in a professional and friendly manner.
• Answer and direct incoming calls to the appropriate personnel.
• Manage and distribute all incoming & outgoing mail, and couriers efficiently.
• Handle travel management and bookings for the Senior Leadership Team
• Manage the diary of the CEO, scheduling appointments, and ensuring timely reminders.
• Ensure meeting rooms are set up appropriately for scheduled meetings, including any necessary equipment or catering arrangements.
• Assist with the coordination of office-based meetings and events, including organizing logistics and preparing necessary materials.
• Order and maintain adequate levels of office supplies, including stationery and kitchen supplies.
• Perform other administrative tasks and responsibilities as required to support the efficient operation of the office.

Qualifications & Experience

• Bachelor of Business or equivalent
• Member of CA or CPA
• Successfully led a dynamic team of professionals, providing effective mentorship and leadership to ensure the delivery of high-quality and timely work, meeting and exceeding client expectations.
• Built and nurtured strong client relationships, consistently ensuring client satisfaction and loyalty, and actively identified opportunities for value-added services.
• Applied comprehensive accounting and taxation knowledge to offer expert compliance, planning, and advisory services, staying current with industry trends and regulations.
• Demonstrated excellent communication skills in interactions with clients, team members, and colleagues, ensuring clear and effective collaboration.
• Effectively managed and mentored a team, fostering a positive work environment and facilitating continuous professional development.
• Applied strategic thinking to identify and communicate opportunities for value-added services, contributing to the growth and success of both clients and the firm.
• Successfully balanced independent work with collaborative efforts, providing crucial support to Directors, Partners, and Leaders within the organization.

Tasks & Responsibilities

• Leadership & Team Management: Provide effective leadership and mentorship to a team of experienced professionals. Supervise and manage the team to deliver high-quality and timely work, meeting all client expectations.
• Client Relationship Management: Build and maintain strong client relationships, ensuring client satisfaction and retention. Identify and communicate opportunities to provide value-added services to clients.
• Technical Expertise: Apply strong Accounting and Taxation knowledge to offer compliance, planning, and advisory services to clients. Stay updated on industry trends, regulations, and best practices.
• Communication & Collaboration: Demonstrate excellent communication skills when liaising with clients, direct reports, and colleagues across the organization. Collaborate effectively with team members and other departments.