Employment Opportunities At Walsh Bay Partners

The following positions are currently available at Walsh Bay Partners:


Investment & Management Reporting Associate

Family Office Consulting Practice

Enhance your Career & Contribute to our Success!

              • Rare opportunity to capitalise on your Financial Adviser support experience & knowledge
              • Newly created role
              • Sydney CBD
              • Full time

Walsh Bay Partners is a highly regarded, boutique Family Office consulting practice boasting a sophisticated & enviable client base. Due to our significant growth, the Investment and Management Reporting role has been created to support our operations group in the delivery of service to our Advisers and clients. Reporting to the Chief Financial/Operations Officer, you will take a direct role in the preparation of our complex client investment reporting program, while also working closely with the CFO/COO in the roll out of the management reporting project and ongoing operational efficiency initiatives. Being pivotal to the delivery of client expectations, the role demands a love of complex data and the ability to identify anomalies, together with a resilient and responsive approach. Your understanding of financial management reporting and interest in operational process improvement will be an advantage.

We offer:

              • Professional development & mentoring
              • An intellectually stimulating professional environment
              • Direct access investment product providers & the business leaders
              • Workplace flexibility & diversity

If you are seeking to join a true Family Office consulting practice, this role offers the rare opportunity to:

              • Capitalise on your management accounting experience
              • Gain exposure to complex wholesale investment projects
              • Gain exposure to a unique service offer
              • Work closely with renowned private wealth professionals

If you are naturally curious about the wealth management sector & demonstrate:

              • 1-2 years’ experience gained in an Investment Management, Custodian or similar environment
              • Advanced Excel & PowerPoint skills
              • Exceptional written communication skills
              • A high level of numeracy & fine attention to detail
              • A proven ability to deliver to critical time frames
              • A strong team spirit & importantly – a ‘can do’ attitude
              • Tertiary qualifications – an Accounting Major would be highly regarded
              • ….. then we are keen to speak with you!


A competitive remuneration package will be offered to secure a talented professional. Please contact our People & Culture Partner – Debra McQuinn on E: debra.mcquinn@strategicresourcesnetwork.com.au or call her on M: 0419 208 431 for an initial discussion. All information provided will be treated in strict confidence.