Location:
Brisbane or Sydney
Reports to:
Chief Financial Officer
Company Size:
8 staff
Company Type:
Boutique Impact Investment Firm
Business Streams:
Mergers & Acquisitions (M&A), Capital Raising, and Funds Management
About Us
We are a small, growing impact investment firm specialising in M&A advisory, capital raising, and emerging fund management. Our mission is to mobilise private capital toward projects and companies that advance social and environmental outcomes while achieving strong financial performance.
Our work combines corporate finance discipline with entrepreneurial energy. With a close-knit team of eight professionals based in Australia and overseas, we value accuracy, initiative, and teamwork.
We're now seeking a
Junior Finance & Operations Assistant
to support our finance and office operations. This is an excellent early-career opportunity to gain broad exposure across accounting, compliance, and business administration in a professional financial services environment.
Role Overview
This is an entry-level role providing administrative and financial support to the Chief Financial Officer (CFO) and the broader team. You'll assist with day-to-day bookkeeping, payroll preparation, and general office administration, helping keep the business running smoothly.
The role is roughly
50% finance support and 50% operations support
, with a focus on learning and building capability over time.
Key Responsibilities
Finance Support - 50%
* Enter and maintain accurate financial records in
Xero
.
* Assist with
accounts payable and receivable
processing.
* Support
bank and credit card reconciliations
.
* Help prepare payroll data (monthly) and track staff expenses.
* Assist with
BAS preparation
, ATO filings, and other compliance documents.
* Maintain organised digital files for financial and audit purposes.
Operations & Administration - 50%
* Assist with day-to-day
office administration
and supplier coordination
* Maintain records for subscriptions, licences, and software tools (e.g. Microsoft 365, cloud storage).
* Support
staff onboarding/offboarding
and internal record keeping.
* Help prepare and format documents, presentations, and reports.
* Provide administrative assistance, including data room administration, for projects in M&A, capital raising, and fund management.
Skills & Attributes
* Certificate or tertiary qualification (or currently studying) in Accounting, Finance, or Business Administration.
* Some prior experience or internship exposure in bookkeeping, administration, or finance preferred (not essential).
* Comfortable with
Microsoft Excel
and
Office 365
; experience with
Xero
or similar accounting software desirable; comfortable using AI applications.
* Strong attention to detail and willingness to learn.
* Reliable, organised, and able to follow instructions carefully.
* Ability to work independently.
* Friendly, professional, and eager to contribute to a small team environment.
Why Join Us
* Great hands-on experience across both finance and operations.
* Insight into how impact investments are originated, structured, and executed across sectors such as renewable energy, health, and inclusive finance.
* Exposure to real-world accounting, compliance, and deal support in a boutique financial services firm specialising in impact investment.
* Mentorship from experienced finance professionals.
* Supportive, flexible working culture (hybrid work).
* Opportunities to grow as the company expands.
Remuneration
Salary Package:
A$70,000
Review:
Performance review and salary progression after 6–12 months.
Professional Development:
Study and certification support (e.g. Xero, Excel).
Resume:
Please provide a 2 page resume with your application