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Finance & Investment

The Finance and Investment Team at McKenzie Shanahan Holdings Pty Ltd plays a pivotal role in driving the financial strategy and investment initiatives of the firm. Our team of seasoned professionals brings a wealth of experience in managing capital, structuring investments, and optimizing returns for our investors. They are responsible for identifying high-potential investment opportunities, managing financial portfolios, and ensuring long-term financial growth while maintaining a keen focus on risk management and compliance.

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Through meticulous financial analysis, portfolio management, and investor relations, the team works to build strong partnerships with institutional and private investors, seeking capital to fund innovative ventures. Their strategic approach ensures that every investment aligns with our mission of creating impactful, community-driven growth, while delivering strong returns for all stakeholders.

Our finance experts are committed to excellence in financial stewardship, innovation in investment strategies, and maintaining the highest standards of transparency and accountability.

Financial Manager

Job Posting

Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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Location: Brisbane, QLD
Department: Finance and Investment

Reports to: Chief Financial Officer (CFO)

 

About Us:
McKenzie Shanahan Holdings Pty Ltd is a dynamic venture capital firm focused on delivering growth and operational excellence. We are looking for an experienced Finance Manager to join our team and lead financial planning, reporting, and analysis.

 

Position Overview:
As the Finance Manager, you will be responsible for managing the company’s financial operations, including budgeting, financial reporting, and performance analysis. You will work closely with senior management to support strategic decision-making and ensure financial compliance.

 

Key Responsibilities:

  • Develop and manage the annual budget and financial forecasts.

  • Oversee financial reporting, including the preparation of financial statements and management reports.

  • Conduct financial analysis to identify trends, risks, and opportunities.

  • Ensure compliance with financial regulations and internal policies.

  • Provide financial insights and recommendations to senior management.

  • Lead and manage the finance team to ensure accurate and timely financial processes.

  • Collaborate with other departments to optimize financial performance.

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    Qualifications:

  • Experience: Minimum of 7 years of experience in financial management, preferably in venture capital, private equity, or financial services.

  • Skills: Strong analytical, organizational, and communication skills. Experience in financial planning, budgeting, and financial reporting.

  • Education: Bachelor’s degree in Finance, Accounting, or a related field. CPA or MBA is preferred.

  • Personal Attributes: Detail-oriented, proactive, and able to work in a fast-paced environment.

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    Investment Manager

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: FinancialManager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is dedicated to identifying and executing investment opportunities that drive long-term growth and value. We are seeking an experienced Investment Manager to join our finance and investment team and lead our investment strategy.

     

    Position Overview:
    As the Investment Manager, you will be responsible for managing and overseeing the company’s investment portfolios, conducting detailed analysis, and making informed decisions on investment opportunities. You will play a critical role in evaluating potential investments, conducting due diligence, and ensuring alignment with the company's overall financial strategy.

     

    Key Responsibilities:

    • Manage the company’s investment portfolio, including evaluating potential investment opportunities.

    • Conduct financial and market analysis to identify trends and risks.

    • Perform due diligence on potential investments, ensuring risk mitigation and strategic fit.

    • Work closely with the finance team to develop long-term investment strategies.

    • Present investment recommendations and strategies to senior management.

    • Monitor the performance of investments and adjust strategies to maximize returns.

    • Maintain strong relationships with external partners, investors, and institutions.

     

    Qualifications:

    • Experience: Minimum of 7 years of experience in investment management, preferably in venture capital, private equity, or hedge funds.

    • Skills: Strong financial analysis and market evaluation skills, excellent communication and decision-making abilities.

    • Education: Bachelor’s degree in Finance, Economics, or related field. CFA or MBA is preferred.

    • Personal Attributes: Strategic thinker, results-oriented, and able to thrive in a dynamic, fast-paced environment.

    Treasury Manager

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is committed to ensuring financial stability and growth through effective capital management. We are looking for a Treasury Manager to oversee our liquidity, funding, and capital strategy.

     

    Position Overview:
    The Treasury Manager will be responsible for managing the company’s cash flow, liquidity, and financial risk. This role will focus on optimizing cash management, maintaining relationships with banking partners, and ensuring the availability of funds to meet operational needs and investment opportunities.

     

    Key Responsibilities:

    • Manage the company’s cash flow, liquidity, and financial resources.

    • Monitor and manage capital allocation, ensuring sufficient liquidity for operations and investments.

    • Develop strategies to optimize cash reserves and manage working capital.

    • Establish and maintain strong relationships with financial institutions.

    • Oversee short-term investments and manage financial risks, including interest rate and currency exposure.

    • Ensure compliance with financial regulations and internal policies.

    • Provide regular reports on cash flow, liquidity, and investment activities to senior management.

     

    Qualifications:

    • Experience: Minimum of 7 years of experience in treasury management or a similar financial role, ideally within venture capital, private equity, or financial services.

    • Skills: Strong analytical skills, experience in cash flow management, and excellent relationship management abilities.

    • Education: Bachelor’s degree in Finance, Accounting, or a related field. MBA or CFA is an asset.

    • Personal Attributes: Highly organized, detail-oriented, and proactive in managing financial risks.

    Controller

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is a forward-thinking venture capital firm focused on delivering results through sound financial management. We are seeking a skilled Controller to manage all accounting operations and ensure the accuracy of financial reporting.

     

    Position Overview:
    The Controller will be responsible for managing all aspects of the company’s financial accounting, including month-end close, financial reporting, and audit preparation. The role will focus on ensuring accurate and timely financial data, maintaining compliance with accounting standards, and supporting the CFO in driving financial strategy.

     

    Key Responsibilities:

    • Oversee the day-to-day accounting operations, including accounts payable, receivable, general ledger, and payroll.

    • Manage the monthly, quarterly, and year-end close processes to ensure accurate financial reporting.

    • Ensure compliance with accounting principles and financial regulations.

    • Prepare financial statements and reports for senior management.

    • Coordinate audits and provide necessary documentation and support to external auditors.

    • Implement and maintain effective internal controls to safeguard company assets.

    • Work closely with the CFO to support financial planning and strategy.

     

    Qualifications:

    • Experience: Minimum of 8 years of experience in accounting or financial management, with at least 4 years in a leadership role, preferably in venture capital, private equity, or financial services.

    • Skills: In-depth knowledge of accounting standards (GAAP/IFRS), excellent analytical and organizational skills, and strong attention to detail.

    • Education: Bachelor’s degree in Accounting or Finance. CPA certification is required.

    • Personal Attributes: High level of integrity, strong leadership abilities, and a focus on continuous improvement.

    Risk Manager

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is a venture capital firm that takes a strategic approach to managing financial risks. We are looking for a skilled Risk Manager to identify, assess, and manage financial and operational risks, ensuring that our investments and operations align with regulatory standards and strategic objectives.

     

    Position Overview:
    The Risk Manager will be responsible for developing and implementing risk management policies and frameworks. This role will involve assessing risks related to financial investments, operations, and compliance, and ensuring that controls are in place to mitigate any potential impact.

     

    Key Responsibilities:

    • Identify, analyze, and evaluate financial, operational, and compliance risks across the company.

    • Develop and implement risk management strategies to mitigate financial and operational risks.

    • Monitor and review the company’s risk profile regularly to ensure alignment with the firm’s objectives.

    • Work closely with the investment and finance teams to assess risks associated with new investments and financial strategies.

    • Ensure compliance with relevant regulations and internal policies, providing risk management reports to senior leadership.

    • Lead the development of contingency plans to address identified risks.

    • Liaise with external auditors and regulators to ensure effective risk management practices.

     

    Qualifications:

    • Experience: Minimum of 8 years of experience in risk management or a related field, preferably within venture capital, private equity, or financial services.

    • Skills: Strong analytical skills, in-depth understanding of financial risks, excellent problem-solving abilities, and knowledge of regulatory requirements.

    • Education: Bachelor’s degree in Finance, Risk Management, or related field. Relevant certifications (e.g., FRM, CFA) are preferred.

    • Personal Attributes: Strategic thinker with a proactive approach to identifying and addressing risks, detail-oriented, and an effective communicator.

    Compliance Manager

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Operations & Management

    Reports to: Managing Director

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is a forward-thinking venture capital firm focused on driving strategic investment and operational excellence. We are seeking a Compliance Manager to ensure that our operations adhere to regulatory requirements and internal policies.

     

    Position Overview:
    The Compliance Manager will be responsible for developing, implementing, and monitoring compliance programs to ensure the firm's adherence to legal and regulatory standards. This role involves conducting audits, providing training, and maintaining up-to-date knowledge of industry regulations.

     

    Key Responsibilities:

    • Regulatory Compliance: Develop and enforce compliance policies and procedures to ensure adherence to legal and regulatory requirements.

    • Audits and Monitoring: Conduct regular audits and assessments to identify compliance risks and ensure effective controls.

    • Training and Education: Provide training and support to employees on compliance matters and regulatory changes.

    • Reporting: Prepare compliance reports and communicate findings to senior management.

    • Policy Development: Stay updated on industry regulations and develop policies to address new compliance requirements.

     

    Qualifications:

    • Minimum of 7 years of experience in compliance management or a related field.

    • Preferred experience in venture capital, financial services, or similar sectors.

    • Strong knowledge of regulatory frameworks and compliance practices.

    • Excellent analytical, problem-solving, and communication skills.

    • Professional certifications (e.g., Certified Compliance & Ethics Professional) are advantageous.

     

    Compensation:

    • Salary: $100,000 per year.

    • Performance Bonuses: Based on successful management of compliance programs and adherence to regulatory standards.

    Investor Relations Manager

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is focused on fostering strong relationships with our investors. We are looking for an experienced Investor Relations Manager to engage with our current and potential investors, ensuring transparent communication and providing insights into the company’s financial health and strategic direction.

     

    Position Overview:
    The Investor Relations Manager will be responsible for managing communication between the company and its investors, developing investor materials, and coordinating shareholder meetings. This role will focus on maintaining strong investor relationships and ensuring that investors are kept informed of key developments and financial performance.

     

    Key Responsibilities:

    • Develop and maintain strong relationships with investors, ensuring timely and effective communication.

    • Prepare and manage investor presentations, reports, and quarterly updates.

    • Act as the main point of contact for investor inquiries and concerns.

    • Organize and manage investor meetings, conferences, and roadshows.

    • Monitor market trends and investor sentiment to provide insights to senior management.

    • Collaborate with the finance and strategy teams to align messaging and reporting with the company’s financial and strategic goals.

    • Maintain accurate records of investor communications and feedback.

     

    Qualifications:

    • Experience: Minimum of 8 years of experience in investor relations, financial services, or corporate communications, preferably in venture capital or private equity.

    • Skills: Strong communication, presentation, and relationship-building skills. Ability to understand and convey complex financial data.

    • Education: Bachelor’s degree in Finance, Business Administration, Communications, or a related field.

    • Personal Attributes: Confident, proactive, and highly organized, with the ability to manage multiple investor relationships.

    Financial Analyst

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is seeking a highly analytical Financial Analyst to support the company’s investment strategies by providing detailed financial insights and forecasts. The Financial Analyst will be responsible for conducting financial modeling, analyzing investment opportunities, and contributing to the financial decision-making process.

     

    Position Overview:
    The Financial Analyst will work closely with the finance and investment teams to evaluate financial performance, forecast future results, and support the decision-making process. This role requires a deep understanding of financial modeling, data analysis, and market trends.

     

    Key Responsibilities:

    • Analyze financial data and create detailed financial models to support investment decisions.

    • Conduct market research and evaluate potential investment opportunities.

    • Prepare financial forecasts, budgets, and performance reports.

    • Collaborate with portfolio managers and other team members to assess risk and return on investments.

    • Monitor industry trends and provide insights to support strategic decisions.

    • Prepare presentations and reports for senior management and investors.

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    Qualifications:

    • Experience: Minimum of 5 years of experience in financial analysis, preferably in venture capital, private equity, or financial services.

    • Skills: Strong financial modeling, data analysis, and presentation skills. Advanced knowledge of Excel and financial software.

    • Education: Bachelor’s degree in Finance, Economics, or related field. CFA or progress toward CFA is a plus.

    • Personal Attributes: Analytical, detail-oriented, and able to work in a fast-paced environment.

    Quantitative Analyst

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is at the forefront of leveraging data-driven insights to optimize our investments. We are looking for a Quantitative Analyst to develop and apply mathematical models to support our investment strategies and drive returns.

     

    Position Overview:
    The Quantitative Analyst will be responsible for developing and implementing quantitative models that support portfolio management and risk assessment. This role requires expertise in data analysis, programming, and financial modeling to identify investment opportunities and optimize strategies.

     

    Key Responsibilities:

    • Develop and implement quantitative models to evaluate investment opportunities and risks.

    • Analyze large datasets to identify trends and patterns that can be used to inform investment decisions.

    • Work closely with portfolio managers and other teams to apply quantitative methods to portfolio management.

    • Monitor and assess the performance of quantitative models, making adjustments as needed.

    • Research and stay updated on the latest developments in quantitative finance and modeling techniques.

    • Prepare reports and visualizations to present findings to senior management and stakeholders.

     

    Qualifications:

    • Experience: Minimum of 5 years of experience in quantitative analysis, preferably within the finance or investment sector.

    • Skills: Strong programming skills (Python, R, or similar), experience with financial modeling, and excellent data analysis skills.

    • Education: Bachelor’s degree in Mathematics, Statistics, Computer Science, or related field. Advanced degree is a plus.

    • Personal Attributes: Analytical thinker, highly detail-oriented, and able to work on complex problems.

    accountant

    Note: This role is not currently being hired for but will be open for applications at a later date. We encourage interested candidates to check back for updates or submit their resumes for future consideration.

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    Location: Brisbane, QLD
    Department: Finance and Investment

    Reports to: Financial Manager

     

    About Us:
    McKenzie Shanahan Holdings Pty Ltd is seeking a detail-oriented Accountant to manage financial records, ensure accuracy in reporting, and support the financial operations of the firm. This role will play a key part in maintaining financial health and ensuring compliance with accounting standards.

     

    Position Overview:
    The Accountant will be responsible for preparing financial statements, reconciling accounts, and assisting with tax filings and audits. This role requires a deep understanding of accounting principles and practices, with the ability to manage multiple financial tasks in a fast-paced environment.

     

    Key Responsibilities:

    • Manage day-to-day accounting operations, including accounts payable, accounts receivable, and general ledger.

    • Prepare financial statements and reports, ensuring accuracy and compliance with accounting standards.

    • Perform monthly, quarterly, and year-end reconciliations and close processes.

    • Assist with tax filings and ensure compliance with local, state, and federal regulations.

    • Support external audits by providing necessary documentation and information.

    • Identify opportunities to improve accounting processes and implement best practices.

     

    Qualifications:

    • Experience: Minimum of 5 years of experience in accounting, preferably within the financial services or investment sectors.

    • Skills: Strong understanding of GAAP/IFRS, excellent organizational skills, and proficiency in accounting software.

    • Education: Bachelor’s degree in Accounting, Finance, or a related field. CPA or progress toward CPA is preferred.

    • Personal Attributes: Detail-oriented, methodical, and able to manage multiple priorities.

    Venture Capital Scout

    ​​Job description

    Company Overview: McKenzie Shanahan Holdings Pty Ltd is a forward-thinking venture capital firm focused on driving growth in underserved communities through strategic investments in ETFs, early-stage seeding, buyouts, real estate, and entertainment. We are dedicated to fostering innovation and supporting entrepreneurs who are building the future.

     

    Role Overview: We are looking for a proactive Venture Capital Scout to identify, source, and bring in high-potential startups as clients for Defined Connection. This role involves uncovering promising investment opportunities that align with our strategic goals and connecting with innovative founders.

     

    Key Responsibilities:

    • Identify and source high-potential startups and investment opportunities.

    • Build a Pipeline of Limited Partners (LP) and pass it on to the Investment relations manager

    • Build and nurture relationships with entrepreneurs, founders, and key stakeholders in the startup ecosystem.

    • Bring in promising startups as clients for Defined Connection, enhancing our portfolio and market presence.

    • Conduct market research and competitive analysis to identify emerging trends and opportunities.

    • Provide initial assessments and recommendations on potential deals, collaborating with the investment team to develop strategies.

     

    Qualifications:

    • Strong understanding of venture capital, startups, and emerging markets.

    • Proven ability to identify high-potential companies and industry trends.

    • Exceptional networking, relationship-building, and deal-sourcing skills.

    • Self-motivated, with the ability to work independently in a fast-paced environment.

    • Excellent analytical, communication, and negotiation skills.

     

    Compensation: VC Scouts will receive a 3% to 5% carry from what McKenzie Shanahan earns on successful deals closed with referred startups, offering significant earning potential tied to performance.

     

    Why Join Us:

    • Be part of a dynamic and mission-driven venture capital firm making a positive impact.

    • Gain exposure to a broad range of investment opportunities across various industries.

    • Contribute to the growth and success of McKenzie Shanahan Holdings and Defined Connection.

     

    Application Process: Interested candidates are encouraged to submit their resume and a cover letter outlining their relevant experience and interest in the role to info@mckenzieshanahan.com.

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