CFO - Family Office

Are you a strategic financial leader with a strong background in tax, governance, and sophisticated investment strategies? This is a rare opportunity to join a well-resourced family office with a global focus across private equity, alternatives, property, and global and European equities.

As the Chief Financial Officer, you will oversee the financial management of the family office, ensuring robust governance, compliance, and strategic alignment. The role requires a forward-thinking leader who can expertly manage complex tax structures, provide commercial insights, and ensure the safety and performance of a diverse investment portfolio.

Your role will involve working closely with external providers and internal stakeholders to maintain and enhance the office's sophisticated investment strategy. You will act as a trusted steward of the family's wealth, offering assurance and expertise in a role defined by trust and discretion.

Key Responsibilities:

• Oversee the financial and tax structures of the family office, ensuring compliance with relevant jurisdictions.
• Collaborate with investment committee members to align the family's investment strategy.
• Provide strategic insights to optimize investment performance and ensure alignment with long-term goals.
• Lead governance processes, ensuring robust financial controls and risk management.
• Deliver clear and concise reporting, ensuring transparency and accountability.

The Ideal Candidate:

• A proven track record in a senior financial leadership role, ideally within a family office, private equity, or a highly reputable firm.
• Expertise in tax, financial strategy, and governance.
• Strong commercial acumen with the ability to navigate complex financial and investment structures.
• A proactive and discreet professional with a reputation for trustworthiness and precision.
• Ability to work independently while maintaining exceptional communication with key stakeholders.

Play a pivotal role in the financial success and security of a multi-generational family office.

Join a team that values governance, professionalism, and strategic foresight.

If you have the expertise, reputation, and ambition to excel in this pivotal role, we want to hear from you. Applications will be reviewed in confidence by Michael Nolan, Business Director. Please apply or reach out to Michael if you wish to discuss, michael.nolan@robertwalters.com.au, 0282893205.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or call Michael Nolan on 02 8289 3205 for a confidential discussion.