Distribution / Investment

Analyst – Infrastructure Fund

  • Leading Global Infrastructure Fund
  • Sydney based but Assist New York, European Offices (in person)
  • Core Plus Infrastructure

This fund is considered one of the top 15 global unlisted infrastructure funds in relation to funds under management. Target assets are core plus infrastructure in the mid cap to large asset size. As opposed to each localised team having pure focus on their local deals, depending on where the best deals are globally, the fund will utilise staff from the overseas offices to staff up deals including some work from their home office (ie overseas deals analysed from Sydney) but also meaning travelling to other offices, in this case more likely to New York, but sometimes Europe to assess and execute transactions. Overseas travel on this basis will usually happen at least once a year, often for over a month. Based on growth, they are looking to hire an Analyst into the team.

Responsibilities for the role include, but are not limited to:
• Contribute to potential investment / divestment activities

o Manage and/or build the bid/divestment financial model;
o Contribute to capital management and structuring decisions;
o Contribute to due diligence;
o Contribute to investment papers and governance approvals;

• Support the asset management function of the team

o Complete asset and industry specific analysis;
o Develop, review and maintain sophisticated financial models to ensure value added decision making;
o Preparation, analysis and review of asset valuations;

• Support the investment management function of the team;

o Contribute to fundraising activities;

• Contribute and promote thought leadership and best practice analysis;

o Contribute to conference presentations and areas of research;

For this role we put quite a high value on someone who has had some financial modelling and/or transaction exposure within infrastructure. This is an Analyst level role which tends to suit someone with 2-3 years of experience (within the below fields). We will consider fractionally more or less experience however it is likely progression to Associate will approximately be 12 months. Likely backgrounds of applicants will be from M&A, Deals modelling, Infrastructure Advisory, PPP advisory, Project Finance.

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

Contact

Mischa Bennett

02 9235 9430

Analyst – Infrastructure Fund
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Chief Operating Officer

  • Social Conscience?
  • Align Yourself to an Exceptional Sustainable Investment Fund
  • Melbourne Based

Our client is a highly successful investment firm focused on sustainable infrastructure investments and have been operating for more than 10 years. With continued growth and interest in the fund and their investment sphere, they are now looking to appoint a senior executive to their team in the capacity of Chief Operating Officer (COO).

You will be managing a small corporate team of four staff and be responsible for all day to day management decisions to ensure that systems, processes and internal controls are in place to support the timely delivery of corporate and fund information to the wider business and its investors. You will also encourage collaboration across business units and provide relevant information to assist in operating the Funds Management business and the management of the corporate entities and provide necessary information to assist with successful business planning and business development.

Other responsibilities will include: corporate accounting; Board management and reporting; AFSL management and reporting; statutory reporting; supporting Executive team with Investor Relations and relevant reporting; supporting Executive team with Portfolio Management of Funds; transaction structuring support;  custody and corporate project management.

Key attributes for the successful candidates will include:

  • A minimum of 7 years’ experience in managerial positions with operational or finance functions within the funds management industry.
  • Strong accounting knowledge; the ability to understand and interpret financial statements and accounts. Strong financial planning/budgeting experience.
  • Excellent communication and interpersonal skills to be able to communicate with senior management, employees, clients and unitholders.
  • A genuine desire to manage, lead and motivate people and small teams.
  • Effective negotiation, influencing and conflict resolution skills.
  • Tertiary qualified in a finance, accounting or commerce discipline
  • CA qualifications highly regarded.
  • Importantly, a “roll up your sleeves” attitude which is essential in a small, boutique environment

This is an exceptional opportunity for a finance and operations professional to take the next step in their career within a tight knit, cohesive and successful investment management team.

Applicants must have full working rights in place for Australia to be considered for this opportunity.
Initial enquiries in strictest confidence to Michael Lee below

Contact

Michael Lee

03 9653 8620

Chief Operating Officer
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Senior Manager – Responsible Investment

  • $154,534 – $181,496 including superannuation

State Super operates on behalf of the NSW Government and associated employers, to invest, support and administer defined benefit and defined contribution superannuation schemes worth approximately $42 billion.
A vacancy exists for a suitable experienced Senior Manager – Responsible Investment to help shape the thinking and design of State Super’s Responsible Investment Policy, oversee its effective implementation and integration into investment decision-making and management processes.

Externally, this dynamic role champions State Super’s Responsible Investment proposition with members and key stakeholders and leverages relationships with member organisations to role model beliefs and foster behavioural change in the industry.

Key to success in this role requires both a sound knowledge of Responsible Investment/ESG as well as relevant experience in investments or a similar environment, ESG/Responsible Investment consulting or equities research.
In exchange, State Super offers a competitive remuneration package, flexible working conditions and exceptional learning opportunities in a progressive and supportive environment.

For further information, please call Mischa Bennett on 02 9235 9430. Alternatively, to apply, please submit a copy of your application, including a resume and cover letter, before the closing date.

Closing Date: Monday, 23 September 2019

State Super is proud to be an Inclusive Employer.

Applicants seeking employment with State Super must be permanent residents or Australian citizens and will be required to undergo a criminal records check.

Contact

Mischa Bennett

02 9235 9430

Senior Manager – Responsible Investment
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Fixed Income Research Analyst

Our client is major Global Investment Manager actively expanding their Asia Pacific presence and coverage. They’re looking to add a Credit Research Analyst to their existing Australian Fixed Income Research team based in Sydney.

Working closely with the investment managers, you will responsible for performing in-depth fundamental and financial analysis on corporate credit issuers to provide independent concise and clear investment recommendations and conclusions. Your recommendations are valued, measured, tracked and scored – with good results paramount in this team and the environment. Being part of a strong regional team, you will also be collaborating with other team members across APAC and be an active participant in the global fixed income research efforts.

Degree qualified in Economics, Accounting, Finance or Commerce, as a Fixed Income Credit Analyst, you will have with 5-7 years relevant experience in a similar role and environment. “Analyst” is very much the role as opposed to a title so there is flexibility for those seeking a career as an Analyst, as well as the scope for those wanting to progress into Investment Management. It is expected that you will have excellent technical analysis and research skills coupled with strong product and market knowledge. You will be detail oriented with strong presentation and communication skills – and comfortable presenting both internally & externally.

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

For a confidential discussion, please contact Adam Taylor-Campbell or Patrick Everest.

Contact

Adam Taylor-Campbell

02 9235 9404

Contact

Patrick Everest

02 9235 9440

Fixed Income Research Analyst
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Senior BDM – Retail Distribution

Our client is a leading manager of ETF products across a range of global and domestic indexed, growth and alternative strategies. Due to continued strong growth nationally, they are currently expanding their Melbourne team and looking for a Senior Business Development Manager to further enhance their growth trajectory and market share in the Victorian market.

Reporting to the Co-Heads of Distribution based in Sydney, you will be a key member driving ETF adoption and usage for the firm in the Victorian financial adviser market. The successful candidate will have access to a high quality suite of ETF products across a range of asset classes and strategies offering investors simple, liquid, transparent, low-cost and flexible investment options to their client base.

Key requirements for this role include;

• Have an existing client base with deep relationships within the IFA market, dealer groups and planners with the ability to provide high quality and professional service in order to grow FUM
• Demonstrate a successful track record in raising capital and closing transactions
• Strong desire and proven ability to maintain a high level of weekly sales activity
• Strong technical knowledge of investment markets and products
• Highly motivated with an investment specialist approach to meet sales targets
• Excellent leadership and mentoring ability
• Participate and interact at a senior level to formulate and execute sales strategies
• A self-starter, well organized with strong attention to detail and work ethic
• Tertiary qualified with the appropriate PS146 compliance

This is a rare opportunity for seasoned professional with a high level of energy and drive, coupled with a strong existing network within the IFA market to join a quality organization to complement your ability to deliver significant growth.

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

Enquiries in strict confidence to Michael Lee.

Contact

Michael Lee

03 9653 8620

Senior BDM – Retail Distribution
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Retail Distribution Lead

  • Established and growing Multi product boutique
  • Sydney or Melbourne based
  • Well-supported growth initiative within retail

Our client is a successful, trusted independent fund manager with products across several strategies within Australian equities, Fixed Income and global multi asset, with a diverse client mix covering institutional, wholesale and retail.
With an appetite to grow new products in a changing market and which play to the established investment capabilities of the business, our client currently seeks a Retail Distribution Lead who will develop a strategic blue print across their current offerings and potential new products. They will navigate the changing investment landscape within the retail channel, offering insights into the changing dynamics in the retail channel and how that may impact the firm’s approach.

The role’s key responsibilities are as follows:
• Engage with the leadership team to develop a national sales strategy for the Retail market which is likely to include listed strategies, private wealth/sophisticated investor channels and broker channels.
• Deliver on the agreed strategy, keeping the leadership team up to date with details on pipeline, timelines and market feedback. This involves this individual directly approaching the target market, delivering against established KPIs.
• Contribute to strategic discussions relating to new potential products.
• Pro-active production and communication of relevant and compelling investment information to internal and external stakeholder groups.
• Credibly represent the views and investment objectives of the funds to the broader investment community.
• Potential future hiring and management of staff, depending on the strategic direction of the funds.

The ideal candidate profile will have:
• 10+ years of experience, mostly within retail distribution and with exposure to either representing, listing or managing listed fund products.
• Deep existing industry relationships and an understanding of the dynamics within the retail channel.
• From a product perspective, the candidate will at a minimum have had experience selling listed equities products, and ideally have had some exposure to fixed income.
• From a delivery perspective, the candidate must have demonstrated an ability to work independently and have experience building and delivering on an agreed strategic plan.

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

Contact

Mischa Bennett

02 9235 9430

Retail Distribution Lead
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Senior Multi-Asset Investment Strategist

  • Australia’s Leading Investment Consulting Practice
  • Senior Position in the Investment Strategy Team
  • Melbourne Based

Our client is Australia’s leading independent investment advisory firm advising some of the country’s largest institutional investors within the superannuation, charity and 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.
Our client is looking to hire a senior multi-asset investment strategist to join their award-winning investment strategy team. The Senior Consultant (Investment Strategy) reports to the Director of Investment Strategy with a focus on delivering high quality strategic and dynamic investment advice and research involving multi-asset investment strategy, capital markets and macro research, and asset allocation advice.

Working as a senior member of the team you will provide strong support across asset classes contributing to the idea generation and development of investment strategy advice to ensure market and asset allocation themes are communicated in a timely fashion.

You will ideally have:
• Significant experience in investment markets either in research, strategy, macro or asset allocation
• Excellent verbal and written communications skills
• Proven ability to present to senior audiences (investment committees and Boards) in a professional and confident manner
• Self-motivated and strong desire to take pride in your work
• Ability to work collaboratively and encourage the learning and development of less experienced colleagues
• A strong understanding of the institutional investment sector
• Appropriate tertiary and post graduate finance qualifications.

You will have a strong understanding of multi-asset investment strategy. Candidates with a broad range of backgrounds including economic/macro strategy, single asset (or ideally a multi-asset) strategy funds management, or asset consulting, will be considered. Candidates from either a research or portfolio management background will also be considered.

You must have full working rights for Australia to be considered for this role.
All enquiries to be directed in strictest confidence to Michael Lee below.

Contact

Michael Lee

03 9653 8620

Senior Multi-Asset Investment Strategist
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Investment Analyst & Investment Manager – Unlisted Investments/Private Equity

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

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 and Investment Manager 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: Consumer/Retail, food production and processing; petrol stations, data centres, aged care, renewable energy, student accommodation, amongst others.

Both the Investment Manager and 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. The Investment Manager will have the autonomy and ability to lead and drive transaction processes on behalf of the investment team as well.

You will come from an M&A, project finance or corporate finance background with a demonstrated technical skill set in the context of an investment environment. You will also be able to demonstrate considerable commercial acumen. We will be considering candidates with around 2-4 years’ experience for the Investment Analyst and 5-8’ years’ experience for the Investment Manager.

You must have Australian permanent residency to be considered for this role.

For a confidential discussion contact Daniel Yee below.

Contact

Daniel Yee

02 9235 9420

Investment Analyst & Investment Manager – Unlisted Investments/Private Equity
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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)
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