Investment Analyst – Unlisted Assets
• Mix of Manager Selection & Co-investment Opportunities
• Invest Across Credit, Property, Infrastructure, Private Equity & Venture Capital
• Newly-created Melbourne Based Role
Our client is a Private Investment Office investing across numerous asset classes, geographies and liquidity profiles with a long-term strategic asset allocation approach seeking to provide the investors with diversification, capital preservation and growth. With the growth of funds under management, they are now looking to expand their small team of investment professionals and are seeking an Investment Analyst to join their team in Melbourne.
You will support the Investment Director in managing investments in funds and co-investments across unlisted asset classes, including credit, property, infrastructure, private equity and venture capital.
You will have multiple responsibilities including:
• Conduct financial analysis & modelling including creating, maintaining, improving, & reviewing various excel spreadsheets and financial models
• Assist with the initial evaluation of investment opportunities including undertaking pre-screening of investment proposals & pitch decks & preparing reports for senior stakeholders
• Assist Investment Director with commercial & financial due diligence, performing market research & financial analysis, including review of historic & prospective financial information on potential investments
• Contribute to the drafting of investment papers before submission to Investment Committees & Board
• Assist with the monitoring of existing investments
• Monitoring of market statistics & preparation of regular market updates
• Assist with other portfolio management duties & miscellaneous projects as required
Some of your key characteristics will include:
• Strong analytical skills, with experience in maintaining or building financial models
• A collaborative mindset with the ability to work effectively in a small team
• Excellent written & verbal communication skills with a strong attention to detail
• Exceptional organisational & time management skills to manage multiple projects & meet tight deadlines
• Willingness & ability to work autonomously & carry out a broad range of tasks required in a small office environment
• Demonstrated interest in impact investing is advantageous & whilst not essential will be looked favourably.
• Have completed a Bachelor’s degree in Commerce/Economics/Business or similar & will have completed or be working towards postgraduate qualifications with CFA highly regarded
This is an exceptional opportunity to establish or further develop your career in the investment management world within a highly supportive and collaborative investment team. Ideally, you will have gained at least 2-5 years’ experience in an investment banking, corporate advisory or funds management with demonstrable transaction/deal experience.
Applicants must have full working rights for Australia to be considered
For a confidential discussion please contact Mike Lee
0411 953 238 or mlee@jmes.com.au
