Build your future
with Peak Capital.

Financial Planning & Analysis

• Prepare consolidated regional budgeting, forecasting, and variance analysis processes, coordinating with country-level finance teams.
• Analyze regional financial data to deliver actionable insights supporting strategic business decisions and performance improvement.
• Manage, engage and collaborate with multiple stakeholders professionally.

Financial Reporting

• Prepare consolidated financial statements, required audit filings, tax filings, business activity reports for management and external stakeholders.
• Responsible for full sets of accounts, reporting, tax computation and compliance.
• Ensuring an environment of strong financial control.
• Liaison with external advisors, particularly auditors, tax, legal and corporate secretaries.
• Assist in internal & external audit. Respond to internal and external auditors on audit data, variances and audit findings. Resolve issues and deficiencies arising from audit findings.

Ad Hoc Projects

• Collaborate with senior leadership to support group and cross border capital raise initiatives (i.e due diligence, annual valuation exercise etc).

The Successful Applicant

• Min Bachelor’s Degree in Accounting, Finance, or a related field (CPA, ACCA or CA preferred).
• Strong financial acumen and analysis.
• Min 3 years’ experience in Finance role.
• Excellent communication skills, with the ability to build strong relationships with internal stakeholders.
• Demonstrated ability to work in teams and independently.
• Strong knowledge of financial regulations and accounting standards (IFRS/GAAP).
• Strong proficiency in financial modelling and analysis.

What’s on Offer

Job Description

• Track and reconcile investment activity across a diversified portfolio (public equities, private equity, real estate, funds, and alternative assets). Maintain accurate records of investment registers, investment transactions, portfolio performance, and client accounts.
• Assist with the execution of investment transactions, monitor portfolio performance, and support the investment team with operational tasks.
• Review Net Asset Value reports from fund administrators, capital calls and support annual funds audits and declarations.
• Cultivate and maintain strong relationships with key partners, including brokers, fund administrators, and outsourcing service providers and serve as a primary point of contact for external queries and internal stakeholders.
• Identify opportunities to automate reporting processes for increased efficiency.
• Assist in internal and external audit processes by preparing necessary documentation and facilitating routine reviews. Investor Onboarding: Act as a liaison with investors, processing account opening documents and facilitating investor on boarding.
• Oversee KYC/AML due diligence on prospective and existing investors, escalating red flags as needed.
• Customer due diligence (CDD) and enhanced due diligence (EDD).
• Maintain accurate documentation and ensure timely reporting to investors and stakeholders.

The Successful Applicant

• Chartered Accountant (CA), Certified Public Accountant (CPA), Charter Financial Analyst (CFA) or equivalent qualification.
• A diploma or degree in accounting, finance, business administration, or a related field.
• At least 3 years of experience in Finance & Accounting or investment operations related role in a Financial Services Firm.
• Proficiency in office applications (e.g., Microsoft Office).
• Basic understanding of accounting principles and financial reporting.
• Familiarity with investment industry terminology and practices.

Job Description

• Assist Relationship Managers in servicing high net-worth and institutional clients, ensuring seamless client experience.
• Support client onboarding, KYC documentation, and account opening procedures.
• Coordinate investment transactions, trade execution, and portfolio management processes.
• Liaise with internal departments such as compliance, operations, and investment teams to facilitate client requests.
• Prepare client reports, investment summaries, and presentations.
• Monitor client accounts, track investment performance, and update Relationship Managers on key developments.
• Address client inquiries, resolve issues, and provide proactive support.

The Successful Applicant

• 3 or more years of experience in wealth management.
• Strong understanding of investment products, wealth management solutions, and financial markets.
• Experience with client onboarding, KYC, and regulatory compliance requirements.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Detail-oriented and proactive.