Distribution / Investment

Head of Distribution / Investor Relations

  • Private Equity Fund (Growth focussed, award winning team)
  • Flexible location (Syd/Melb/Bris)
  • Attractive Remuneration (Base + Bonus + Carry)
  • Outstanding mandate (creative/flexible)

This well regarded and highly energised team are passionate about investing in small/medium sized private companies in order to deliver accelerated growth and positive outcomes to investors. They pride themselves as being both active and collaborative in approach adding value through strategy, people and networking as well as capital. In addition, they recognise the growing importance
of responsible investing and keenly integrate Environmental, Social and Governance(ESG) assessments into their investment process.

Having successfully deployed and returned capital to investors, they are now at a natural inflection point in their lifecycle and as a result seek to appoint a Head of Distribution/Investor Relations.

As a key senior hire, you will report to and work alongside the founding partners in setting and executing the capital raising strategy of the firm. You will lead and maintain dialogue with existing as well as new potential sources of capital (Institutional, Wholesale and/or sophisticated investors – SMSF, Family Offices ,HNW, dealer groups/planners) .

Accountabilities to include: overseeing fundraising programs and initiatives (whether deal specific, separate institutional mandate or other) and ensuring an in-house best of breed client service offering on portfolio/fund performance.

Candidates will have sound academics (appropriate Tertiary qualification, CFA highly regarded, adviser compliant). You will have 8 + years’ experience gained in a blue-chip financial services environment and possess the following :

• Existing and broad ranging set of relationships that have delivered investment flows in the past
• Ideally exposure to Private Equity or similar Alternative Asset class or if not, a clear interest and desire to commit to learn and understand this into the future
• Above all be a self-starter who thrives in an entrepreneurial environment.

This is a rare and exciting opportunity to join a highly regarded investment firm destined for future growth.

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

For a confidential discussion please contact Jon Michel below.


Jon Michel

02 9235 9410

Head of Distribution / Investor Relations
Maximum upload size: 31.46MB

Principal Consultant – Head of Real Assets

  • Exciting leadership role
  • Deliver insightful research at the forefront of various real assets sectors
  • Preferably Melbourne based

Our client, Frontier is Australia’s number one ranked provider of advice and research for institutional investors. They work with some of Australia’s largest institutional investors within the superannuation, charity, university investment sectors.
Reporting to the Director of Sector Research and working closely with the Director of Consulting, you will lead the firm’s Real Assets Team and research across the infrastructure, property, private equity, timber and agriculture sectors to deliver high quality asset consulting services to Frontier clients.

Key to the role will be your stakeholder management, both internally and externally; client relationship management; team leadership; business management; and a deep expertise and intimate knowledge of the infrastructure asset class.

Leading and managing the Real Assets Team you will also potentially undertake real assets research. You will maintain and improve the firm’s knowledge and understanding of infrastructure, property, private equity, timber and agriculture assets, investment managers and provide thought leadership with issues confronted by clients in these areas.

Ideally, you have a minimum of 10 years relevant experience in real assets with a combination of transaction experience, portfolio management and manager research knowledge. Coupled with this deep expertise, you will have a strategic mindset and provide strong leadership, managing a small team ensuring all work is delivered in a high quality and timely manner for clients. You will also work closely with the client consulting team undertaking specific client work and proactively identify and raise issues / ideas that may affect client portfolios within the real assets sector.

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


Michael Lee

0411 953 238

Principal Consultant - Head of Real Assets
Maximum upload size: 31.46MB

Investment Analyst – Long Short and Market Neutral Funds

  • Australian Equities focused
  • Exciting Initiatives
  • Dynamic work environment

Our client, Regal Funds Management, is a multiple award winning highly rated Hedge Fund / Long Short Manager; managing a number of alternative investment strategies, performing investment management and investment advisory services to both domestic and international based clients.

We are seeking to add a talented, passionate and commercially astute Investment Analyst to join the Sydney team to focus on companies across a number of sectors. Day to day responsibilities will include:
• Undertaking company analysis including the analysis of competitors, markets, industries, business structures & strategies and financial outcomes
• Assessing the risks associated with investments
• Analysing financial statements and formulating financial forecasts
• Assessment of valuation
• Preparing investment research reports and recommendations for the portfolio management team

This is a unique opportunity to surround yourself in a leading firm in the investment industry. Key characteristics that would be desirable for this position include a passion for investment, a positive can-do mentality, a willingness to challenge orthodoxy, comfort with debating complex ideas and respect for the views and opinions of others.
The successful candidate will have between 3-5 years’ experience in M&A or Equities Research with a leading Bulge Bracket Investment Bank; will possess strong fundamental financial analysis and financial modelling skills with a demonstrable passion for investment and a track record of success. You will be a self-starter and have the ability to work independently and will have outstanding academics in your chosen discipline, which ideally includes a CFA or Post-Graduate Degree.

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

For a confidential discussion Contact Adam Taylor-Campbell below.


Adam Taylor-Campbell

02 9235 9404

Investment Analyst – Long Short and Market Neutral Funds
Maximum upload size: 31.46MB

Emerging Companies Equity Analyst

  • Listed and Unlisted Equity Research with an Emerging Company Focus
  • Newly Established Investment Team
  • Exceptional Buy-Side opportunity for a Passionate and Entrepreneurial Analyst
  • Melbourne Based

We represent a Family Office/Foundation who are passionate about supporting initiatives that improve long term decision making in Australia, in the belief that improving our policy making system will deliver the greatest impact on economic and social outcomes. Over the next 5 years, they aim to become one of Australia’s largest philanthropic foundations. They are now looking for an Emerging Companies Analyst to join their growing investment team based in Melbourne.

Working with the Founder and the Investment Manager, you will focus on identifying and investing in highly promising emerging Australian companies (listed and unlisted). Their aim is to understand these companies and the industries in which they operate better than anyone else in the market. Responsibilities will include:
• Investment idea generation including screening and meetings with company management
• Financial modelling and valuation work
• Monitoring industry developments and industry analysis
• Conducting comprehensive due diligence on investment opportunities (including channel checks with supplier, customers, competitors, management, former employers, industry experts etc)
• Preparing and presenting investment papers to the Investment Committee
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:
• Cultural fit and the ability to blend into a highly collegiate environment
• Advanced critical reasoning and ability to exercise sound judgement
• The ability to think laterally and independently
• Highly analytical with attention to detail
• An ability to be a generalist whilst also being able go deep where appropriate
• Unafraid of delving into complex topics and questions
• Show initiative and able to work autonomously
• Persistent and self-motivated
• Well-developed written and verbal communication skills
• Financially literate and comfortable drilling into the financial statements of a company
• Ability to model and value a company
• Degree qualifications in a financial discipline. CFA qualification or post-graduate finance qualifications highly regarded
This is an exceptional opportunity for a candidate looking to make their first move and/or continue to further develop their skills within a direct equity investing role within a highly collegiate environment.

Candidates will likely to have gained 3 to 5 years-experience working within Equity Research (either buy-side or sell side), Private Equity or Venture Capital. Others considered may have experience in Transaction Services/Corporate Finance or Corporate Development/Strategy role within a corporate who can demonstrate a genuine passion for investing.

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

For a confidential discussion please contact Michael Lee.


Michael Lee

03 9653 8620

Emerging Companies Equity Analyst
Maximum upload size: 31.46MB