OutsourcedIn

Financial Analyst Shares & Self-Managed Super Funds (SMSF)

OutsourcedIn  •  National Capital Region, PH (Onsite)  •  7 days ago
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Job Description

Financial Analyst SMSF & Share Investments (Remote)

Work From Home | Full-Time | AU Client
SMSF & Share Investment Experience Essential

About the Role

We are seeking a detail-oriented Financial Analyst with strong expertise in share investments and Self-Managed Super Funds (SMSFs) The ideal candidate will analyse market trends, assess portfolio performance, and provide strategic recommendations to optimise investment outcomes within SMSF structures. You will work closely with accountants, auditors, and financial advisors to ensure compliance with Australian superannuation regulations.

Key Responsibilities

  • Conduct detailed analysis of Australian and international share markets

  • Monitor and evaluate SMSF investment performance and ensure regulatory compliance.

  • Prepare financial models, reports, and forecasts to support portfolio optimisation.

  • Provide insights on asset allocation, diversification, and risk management strategies

  • Support the development of investment strategies aligned with clients retirement goals.

  • Liaise with accountants, auditors, and financial advisors on SMSF compliance and reporting.

  • Track dividend performance, capital gains, and tax implications of trades.

  • Stay updated on market developments, superannuation laws, and investment opportunities.

Skills & Qualifications

  • Degree in Finance, Accounting, Economics, or a related field.

  • Strong knowledge of Australian superannuation laws and ATO SMSF compliance requirements.

  • Experience in equities research, portfolio management, or financial planning

  • Advanced Excel and financial modelling skills.

  • Excellent analytical, reporting, and communication abilities.

OutsourcedIn

About OutsourcedIn

OutsourcedIn helps Australian companies scale with offshore teams that feel in house.

We embed vetted Filipino talent inside your business—aligned to your standards and culture—so you can grow without adding local overhead or slowing delivery. We staff Filipino talent inside your business—so you’re always in control.

What we do

Full-time (and part-time) hires across the roles Australian teams ask for most: Digital Marketing, Customer Service/Contact Centre, Accounting & Finance Ops, IT/Service Desk & Software, and Executive/Virtual Assistance. We also support eCommerce, Operations, Design/Content, and Data/BI.

How we work

Integrated from day one.

You lead performance using our simple scorecards and templates; we help set them up, then keep them running with weekly or monthly check-ins.

Long-term hires only—vetted and culture-matched.

Compliance handled in the Philippines: employment, benefits, payroll, taxes, and public holidays—so your team is protected and stable.

Why teams choose OutsourcedIn

Speed: shortlist in 3–7 business days; typical go-live in 10–15 days; first scorecard in week two.

Clarity: role plans with outcomes, examples of “done well,” and 3–5 practical measures (response time, accuracy, throughput, quality).

Simplicity: one seat, one number—a single all-in monthly price. No surprises.

Consistency: dedicated people (not shared), clear ownership, light QA, and progress visible where you already work.

Where we help most

Accounting · Administration · Construction · Contact Centre · Creative · eCommerce · Education · Engineering · Financial Services · Healthcare · Hospitality · Insurance · IT & Software · Legal · Logistics · Manufacturing · Marketing · Mining · Professional Services · Real Estate · Startups · Telecommunications · Tourism · Utilities · Wholesale.

Outcomes you can feel

Faster hiring, steadier delivery, cleaner processes, and clearer reporting—so leaders can focus on growth while work gets finished, every day.

Industry
Consulting & Advisory
Company Size
1-10 employees
Headquarters
Melbourne, AU
Year Founded
2025
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