ABOUT INCOME ASSET MANAGEMENT

Income Asset Management Limited (ASX: IAM) is an ASX-listed specialist fixed income investment manager and broker. We provide sophisticated and institutional investors with access to high-quality fixed income investments through our diversified range of funds and managed accounts.

Our business is built on deep market expertise, rigorous credit analysis, and a commitment to delivering consistent, risk-adjusted returns for our investors. As a publicly listed entity, we maintain the highest standards of corporate governance and transparency while delivering institutional-grade investment solutions.

With a focus on capital preservation and income generation, Income Asset Management has established itself as a trusted partner in Australia’s fixed income markets.

THE ROLE

We are seeking an accomplished Chief Financial Officer to join our executive leadership team in Sydney. This is a senior appointment for an experienced finance professional who will play a critical role in the strategic and operational management of our financial functions.

Reporting to the Managing Director, the CFO will be responsible for all aspects of financial management, compliance, and reporting for our ASX-listed entity. This role demands exceptional technical capability, strong leadership skills, and a thorough understanding of the regulatory environment governing listed companies in Australia.

KEY RESPONSIBILITIES

Financial Management & Strategy

Lead the finance function and manage the finance team
Provide strategic financial advice and insights to the Board and executive management
Oversee financial planning, budgeting, forecasting, and analysis
Drive continuous improvement in financial processes and systems

Corporate Reporting & Compliance

Prepare and deliver comprehensive management reporting and financial information
Ensure full compliance with ASX Listing Rules and continuous disclosure obligations
Manage all statutory reporting requirements including ASIC, APRA, and ATO obligations
Coordinate half-yearly and annual financial reporting cycles
Maintain and enhance internal financial controls and risk management frameworks

Audit & Stakeholder Management

Manage relationships with external auditors and coordinate audit processes
Liaise with the Board Audit & Risk Committee
Serve as the primary financial contact for investors, analysts, and regulators
Support capital management initiatives and corporate transactions as required

SELECTION CRITERIA

Essential

Chartered Accountant (CA) or Certified Practicing Accountant (CPA) qualification
Significant experience in audit, preferably with Big 4 or national accounting firms
Demonstrated experience in an ASX-listed company environment
Minimum 8–10 years’ progressive experience in senior finance roles
Comprehensive knowledge of Australian accounting standards (AIFRS) and regulatory requirements
Proven ability to manage external audit processes and regulatory reporting
Strong understanding of corporate governance and compliance frameworks
Excellent leadership and team management capabilities
Superior communication and interpersonal skills

Highly Desirable

Experience in financial services, funds management, or investment management
Knowledge of fixed income markets and products
MBA or postgraduate qualifications in finance or business
Experience with ASX investor relations and capital markets

PERSONAL ATTRIBUTES

Strategic thinker with strong commercial acumen
High level of integrity and professional ethics
Meticulous attention to detail and analytical rigour
Ability to work effectively under pressure and meet strict deadlines
Collaborative approach with ability to influence senior stakeholders
Proactive and solutions-focused mindset

POSITION DETAILS

Location

Sydney, NSW

Employment Type

Full-Time, Permanent

Reports To

Managing Director

HOW TO APPLY

Interested candidates are invited to submit a comprehensive application including:

Current curriculum vitae
Cover letter addressing the selection criteria and outlining relevant experience

All applications will be treated in strict confidence.

Income Asset Management is an equal opportunity employer committed to building a diverse and inclusive workplace.

Income Asset Management Group

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