About Us Founded in 1988, Harper Bernays is one of Australia's longest-standing independent investment managers, dedicated to servicing high net worth individuals, family offices, and not-for-profit organisations.
We prioritise investment excellence, personalised service, and transparency, offering integrated solutions to optimise both investment and non-investment outcomes.
Position Overview Harper Bernays Limited is seeking a highly skilled Financial Investment Advisor to join our dynamic team.
The ideal candidate will demonstrate strong analytical abilities, a deep understanding of financial modeling, and familiarity with regulatory frameworks.
This role will involve developing revenue models and providing critical financial analysis to support strategic decision-making.
Key Responsibilities - Financial Analysis: Conduct in-depth financial analysis to inform decisions at various organisational levels.
Analyse financial performance, forecast trends, and identify improvement opportunities.
- Stakeholder Communication: Collaborate with internal stakeholders to understand their financial needs and deliver insights that enhance strategic planning and operational efficiency.
- Revenue Modeling: Develop and maintain accurate, up-to-date financial models that reflect market conditions and regulatory requirements.
- Reporting: Prepare comprehensive financial reports and presentations for senior management and external stakeholders, including monthly reports for clients covering taxation, biotechnology, client holdings, and historical performance.
- Process Automation: Enhance operational efficiency by automating various tasks and processes within the business.
- Compliance: Monitor regulatory changes and ensure adherence to industry standards and company policies, advising on potential impacts on financial models and business operations.
Qualifications and Skills - Education: Bachelor's degree in Finance, Accounting, Economics, or a related field; professional qualifications (e.g., ACCA, CIMA) are advantageous.
- Experience: Proven experience in a commercial finance role, with a strong background in financial modeling and analysis.
- Preferred Skills: - Advanced proficiency in financial modeling and analysis. - Strong knowledge of financial reporting and forecasting. - Excellent communication and presentation skills. - Ability to interpret complex regulatory requirements. Personal Attributes - Analytical and detail-oriented with a proactive approach to problem-solving. - Ability to work independently as well as collaboratively within a team. - Strong organisational skills with the capacity to manage multiple tasks and meet deadlines. If you are a motivated finance professional looking to make a significant impact in a leading investment management firm, we would love to hear from you.
Please submit your resume and a cover letter outlining your relevant experience.
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