Join to apply for the Portfolio Analyst & Administrator role at Sharp & Carter .
Opportunity
A rare opportunity has opened for a driven Portfolio Analyst / Administrator to step into a high-trust, high-calibre Family Office environment. This role is ideal for someone who thrives on accuracy, loves working with financial data, and wants exposure to a broad investment portfolio spanning multiple asset classes, markets, and regions.
Role responsibilities
* Own the reconciliation process across a multi-asset, global portfolio—ensuring every transaction, holding and valuation aligns with internal and external records.
* Partner with key stakeholders across accounting, investments, and external managers to collect, clarify, and validate portfolio data.
* Support financial and performance reporting by preparing high-quality data sets that feed into key investment and accounting reports.
* Research and analyse market trends, macro data, investment themes, and asset-class movements to support investment decisions and ongoing monitoring.
* Assist in portfolio implementation, rebalancing exercises, and the operational execution of investment strategies.
* Deliver ad hoc analysis, deep dives, and one-off projects that help the business improve visibility, efficiency, and insight.
Candidate qualifications
* A tertiary qualification in finance, commerce, accounting, or a related field (CPA/CA highly regarded).
* Strong analytical skills and ability to work confidently with detailed financial information.
* Meticulous approach to accuracy, data integrity, and process management.
* Advanced Excel capability and familiarity with working across multiple data sources.
* Organisational strength—the ability to juggle competing priorities without missing the small stuff.
* Clear communication skills and ability to collaborate with a broad group of stakeholders.
Apply
To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Will Nichols at .
Senior Level
Mid-Senior level
Employment type
Full-time
Job function
Accounting/Auditing
Industries
Staffing and Recruiting
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