Infrastructure / Private Equity / Venture Capital / Renewables / Hedge Funds / Family Office / Special Situations

Equity Analyst

  • Australian Equity Research Focus
  • Highly regarded Family office
  • Exceptional opportunity to move to the buy-side
  • Melbourne Based

We represent a highly respected Family Office who are looking for an equity analyst to join their direct equities team within their multi-asset investment fund.
Reporting to the Head of Australian equities you will focus on the fundamental bottom up research and assessment of companies digging into financials, research of different sectors, industry analysis, company valuations and company management visits. You will have a genuine interest to broaden your knowledge base across a multi-asset portfolio and willing to assist the team when required, on an ad-hoc/project basis.

We are looking for a candidate who is passionate about the equity market with a strong commercial and inquisitive mindset to explore different ideas and challenge the status quo.
To be successful in this role you will have:

  • Ability to model and value a company;
  • Advanced critical reasoning and ability to make judgement calls;
  • Conduct company and industry research;
  • Strong written skills – produce written reports and presentations;
  • Strong interpersonal skills;
  • Well-developed written and verbal communication skills;
  • Cultural fit and the ability to blend into a highly collegiate environment;
  • Degree qualifications in a financial discipline with strong academic transcripts. CFA qualification highly regarded but not essential.
  • Have a strong sense of the financial markets and be able to provide insightful analysis of potential investee companies

This is an exceptional opportunity for a passionate and ambitious candidate looking to make their first move into a direct equity investing role with the added benefits of gaining greater diversity of knowledge within a multi-asset class fund and working for a dynamic, Melbourne-based family office. Candidates will likely to have gained three to six years in investment banking, the advisory area of a ‘Big 4’ CA firm, management consulting, equity research or funds management.

All applicants must have full working rights in Australia to be considered for this role.

For a confidential discussion please contact Michael Lee: (03) 9653 8620 or


M&A Analyst – International Industrial and Metals Firm

  • Global, privately owned investment business
  • Mining Metals Energy and Engineering sector focus
  • Principal M&A role

Unique opportunity to work for a global, privately owned investment business and support the Head of M&A with the execution of strategic investment opportunities across the metals and mining sector. A fast paced, results focused and dynamic organisation, the business continues to grow and to make strategic investments across the globe. With a genuine growth agenda in place for the Australian business, this role represents the opportunity to play a key role in the M&A activity being completed by the business and will suit a candidate looking to take their corporate finance experience on to the buy side.

Working closely with the senior M&A team and business units, you will develop transaction opportunities and help to manage processes from inception to completion and will liaise with relevant counterparts and external advisers. Successful applicants will likely have gained 2-4 years experience in corporate finance with proven financial modelling and valuations experience gained from either an investment bank, top tier CA firm or independent corporate advisory platform. Complementing your strong financial modelling skills will be sector experience in metals and mining or heavy industrials. You will display an ability to think commercially and be comfortable working autonomously.

Applicants must have full working rights for Australia in place to be considered.

To be considered for this opportunity please contact Ali Roger on 02 9235 9450 /



Investment Analyst/Associate – Private Equity

  • Emerging Australian Private Equity Player
  • Founded on an Inspiring set of values
  • Mid-market / Growth focused

Due to growing momentum and deal activity, our client is seeking to add to their experienced and highly credentialed Investment team with the addition of an Investment Analyst/Associate. This fund looks to invest in mid-market opportunities in Australia and New Zealand with enterprise values of A100-500mn, maintaining a disciplined but creative approach to investment opportunities. Through the provision of expansion capital to private companies and private investments in public companies, the team will assist in building corporate structure to help firms position for growth and development. As part of a highly collegiate and engaged team you will gain access to end to end deal execution and as well as valuable exposure to management teams.

As an Investment Analyst/Associate you will support the senior team with all facets of transaction execution as well as producing deep financial and investment analysis on potential assets, you will enjoy close interaction with the highly experienced senior investment team and will gain a broad commercial exposure to growth focused businesses. Successful applicants will have gained 2-4 years experience working within a top tier management consultancy firm or transactional M&A in an investment banking environment. You will have a strong academic track record, first class work ethic and passion for investing.

Applicants must have full working rights for Australia to be considered.

For a confidential discussion to ascertain your suitability please contact: Ali Roger on (02) 9235 9450 or


Head of Credit & Underwriting

  • High Growth Alternative Financier
  • Credit Risk & Underwriting
  • Structured Debt Finance

This high growth alternative finance group differentiates itself with a progressive agenda and a unique approach. Due to increased market activity the firm is seeking to hire a Head of Credit Risk & Underwriting, team lead a focused and dedicated team providing in-depth credit analysis and execution on a wide range of transactions and investments across a variety of asset classes and industry sectors styles.

Reporting to the Chief Risk Officer, you will work closely with the various specialist product businesses, partnering them through the transaction lifecycle, conducting due diligence, and assisting in structuring and execution across the relevant transaction areas – including hi-yield debt, structured asset, and corporate debt finance. You will be charged with the oversight and analysis of counterparties and transactions, effectively communicating the risk perspective to internal stakeholders. In addition, you will also review existing limits associated with counterparties and portfolio risks as market conditions change, and ensure adequate frameworks are in place to support the launch of new products.

Tertiary qualified with a business, accounting or finance related degree and be an experienced credit risk or structured finance professional (10-15+ years) within the disciplines above and requisite specialisations. It is expected that you have gained your skills within a corporate or investment bank, non-bank financier, or debt advisor or debt fund. Your strong knowledge of credit risk and underwriting – covering ratings, investment and sub-investment grade credit – loan management systems, industry practices, lending products, parameters, and documentation will be critical to your success in building and managing this growth initiative.

All applicants must have full working rights in Australia to be considered for this role.

For a confidential discussion:

Patrick Everest
02 9235 9440


Head of Equities /Senior Portfolio Manager Australian Equities

• Passion for Investing?
• Great Ideas??
• Potential opportunity to lead a team
• Melbourne based

We are seeking a passionate, Australian equities investor looking to bring great ideas to the investment table and ply their trade. With a demonstrable track record as a Portfolio Manager or Senior Investment Analyst (with verifiable attribution) this is a great opportunity to join a small team as an Investor where there is captured capital pool of funds to invest with no capital raising duties etc to take your eye off the ball and focus on what you do best – INVEST!; or potentially as a leader / mentor within the Australian Equities team.

Depending on the seniority of the candidate, you will report to the CIO and be responsible for portfolio management, fundamental research analysis with the potential to lead a small team.
Key to this role will be your investment judgement, investment and decision making process and analytical prowess. You will have well-honed, rigorous equity research and company analysis skills in order to bring the best of breed investment ideas across the Australian equity universe.

You will be a team player who contributes not only to the development and success of the listed equities team, but also the broader multi asset team. You will have a strong work ethic and desire for contributing to successful performance.

The successful candidate will have appropriate post-graduate and/or professional qualifications coupled with relevant Australian equities portfolio management and equity analysis experience. Your experience may have been with a fund manager, stockbroker or investment firm. Essential to your success will be your high attention to detail together with an ability to work as part of a small, highly focused team.

You must have full working rights in Australia to be considered for this role.

Michael Lee
02 9653 8620


Investment Analyst/Associate – Unlisted Investments

  • First tier alternatives fund manager
  • Broad unlisted investments mandate with private equity style investing

My client is a global and leading alternatives fund manager with several investment strategies. They manage several high profile mandates with over $6 billion in assets under management and an impressive track record of investors returns over many years (over 18% for more than 20 years). They see an opportunity in their coverage of unlisted markets and are looking to add an Investment Analyst/Associate to bolster these efforts. Sectors targeted are broad but are within industries that have strong demographic drivers and high barriers to entry which have included: Food production and processing; petrol stations/retail, data centres, aged care, renewable energy, student accommodation.

The Investment Analyst will work closely with the Investment Director with responsibility for analysing potential new investments including research into wider industry dynamics, running commercial and financial due diligence, developing investment committee papers and client presentations, managing transaction related processes and occasional work with portfolio companies.

You will come from a M&A, project finance or corporate finance background with a demonstrated skill set in building Investment DCF models from first principles in an investment environment. We will be considering candidates with around 2-5 years experience. You must have Australian permanent residency.

Daniel Yee
02 9235 9420

Investment Analyst/Associate – Unlisted Investments