Distribution / Investment

Director of Sector Research and Senior Consultant Investment Strategy

  • Award Winning Investment Advisory Firm Positioned for Growth
  • Key Leadership and Consulting roles
  • Melbourne Based

Our Client is a leading independent investment advisory firm advising some of Australia’s largest institutional investors within the superannuation, charity, university investment sectors. With global reach and partnerships, they offer bespoke solutions for their clients in the forever changing and dynamic landscape of investment markets. They are positioned for growth in their chosen markets and now looking for a Director of Sector Research and a Senior Consultant Investment Strategy.

The Director of Research reports directly to the CEO and working closely with the Director of Consulting and Director of Investment Strategy, you will lead the firms Sector Research program across all asset classes ensuring the delivery of high quality, market leading and innovative research to their clients and chosen markets.

Key to the role will be your ability to further develop strategic business growth and outcomes; Ability to further raise the profile of the business through strong stakeholder management, both internally and externally; client relationship management; team leadership; business management; and a deep expertise and intimate knowledge of the investment markets.

The Senior Consultant Investment Strategy reports to the Director of Investment Strategy with a focus on delivering high quality investment and strategic advice and research involving capital markets research and asset allocation, manager and investment research and supporting the client team needs.
Working as a key member of the team you will provide strong support across asset classes contributing to the idea generation and development to ensure marker and asset allocation is communicated in a timely fashion. You will have a strong understanding and experience dealing with SAA/DAA and macro analysis with possibly an economics / econometrics background gained within sell side research, consulting or funds management firms.

All enquiries to be directed in strictest confidence to Michael Lee below.

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

Contact

Michael Lee

03 9653 8620

Associate – Global Credit Fund (FM)
Sending

Investment Analyst (Equities/PE) – Family office

  • Large, established family office

My client is one of Australia’s largest and longest running family offices who are broadening their exposure by building a small team of two to expand and run their exposure to global listed equities and private equity/alternatives. There is a need to hire an Analyst to assist for a short period with establishing systems before taking on an investment analysis function. The head of the team, and the direct manager of this role, has worked for both a leading global hedge fund and a leading global (Sydney based) private equity fund.

Reporting to the Head of Listed and Unlisted Investments based in Sydney, the Investment Analyst role will assist with setting up the investment function with automated reporting and performance systems/tools, going on to oversee the performance analysis function on a monthly basis. The role will then progress to assessing and, in due course, coming up with investment ideas, inclusive of building concise but robust investment papers; discussion with the investment team, deal execution work (on the private equity side) and meeting with companies across PE and listed equities.

This family office has a small allocation to discretionary fund managers, and the Analyst will also be involved in assessing the quality of those fund managers. Half of the portfolio will be a concentrated global listed equities, long only. The rest will be direct private equity, with some co-investment and discretionary fund managers (mostly within private equity or alternative funds). This portfolio will have some exposure to direct debt investments.

The ideal candidate will have between 1.5 to 3 years of experience coming from corporate finance or listed equities.

You must have full working rights for Australia to be considered for this role. This fund will not sponsor visas.
For further information, please contact Mischa Bennett: (02) 9235 9430 / mbennett@jmichel.com.au

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Analyst – Infrastructure investor/advisor

Our client is one of Australia’s most successful investor/ advisors for Greenfield infrastructure. They have a partnership with arguably Australia’s leading builder who also provides equity to invest into its transactions. This team acts as a consortia lead which negotiates with other debt and equity partners to create innovative and competitive bids for infrastructure projects. We are currently assisting this team hire Analysts in both Sydney and Melbourne and an Associate/Manager in Melbourne. This firm is arguably the leader in their space, which affords them the ability to be involved with the best clients/co-investors, leading to the highest probability of success. The firm is a genuine principal investor so you will learn to act as advisor but also be involved in the investment process as a fund would.

For Sydney, We are hiring Analysts both for Asset Management and Origination teams, however it is worth noting that the teams are fluid and over time both individuals will likely perform both functions. Responsibilities include:

Origination work:

  • Building of detailed financial models of PPP projects for bidding purposes
  • Financial analysis relating to new PPP infrastructure investment opportunities
  • Assist with deal structuring, financing and documentation
  • Writing and contributing to investment analysis

Asset Management work:

  • Undertake periodic valuation, cash flow and investment reports of portfolio assets for reporting purposes.
  • Develop market knowledge of drivers and metrics of the relevant secondary markets.
  • Identification and investigation of value enhancement opportunities in line with growth targets. This includes maintaining a detailed programme of future enhancements, setting realisation targets and managing their completion in conjunction with the appropriate Asset Director.
  • Support the divestment team for financial and commercial input to selected divestment projects, including sale case modelling and exploring/executing potential refinancing opportunities.

Backgrounds we are considering for the Analyst role are: An understanding of the infrastructure sector with experience which may have been gained from an investment banking, corporate finance advisory (likely from big 4 valuations, deal modelling, transaction services, infrastructure advisory), project finance or engineering background (who are involved in feasibility/financial modelling). Total years of experience is likely to be circa 1.5-4 years.

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

For further information, please contact Mischa Bennett: (02) 9235 9430 / mbennett@jmichel.com.au

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