At a Glance
- Tasks: Analyse financial data and support investment decisions in a dynamic team environment.
- Company: Join a leading investment firm with a focus on innovation and collaboration.
- Benefits: Competitive salary, professional development, and opportunities for career growth.
- Other info: Fast-paced environment with a commitment to ethical practices and continuous improvement.
- Why this job: Make an impact in the finance world while building valuable skills and relationships.
- Qualifications: Degree in finance or related field; strong analytical and communication skills.
The predicted salary is between 72000 - 88000 $ per year.
- Expressions of Interest – Investment Analyst
- Introduction
The Investment Analyst is responsible for delivering the end-to-end transaction process by completing ongoing, real-time business / financial / credit analysis and preparation of detailed papers to facilitate informed decisions.
The role will coordinate credit process by managing internal stakeholders in our Melbourne office.
- Work collaboratively to support Investment Directors and the wider investment team on new proposals
- Adhere to internal systems, process and policy at all times
- In conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer letters
- Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
- Ensure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframes
- Assimilate complex information with a view to enhancing investment opportunities by effectively communicating the strengths of each deal while recognising risk and demonstrating how this risk has been mitigated
- Liaise with internal and external stakeholders throughout the transaction process, assisting with deal execution and due diligence to ensure that all conditions precedents (CPs) are satisfied
- Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
- Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
- Modelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiries
Relationship Management
- Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationships
- Liaise with clients, third parties and key stakeholders throughout the credit process of a deal
- Utilise industry and local market insights to effectively communicate products and services to clients
- Identify and implement improvements relating to internal processes
- Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
- Assist with ongoing workflow process development and improvement using in-house proprietary software platforms
- Selection Criteria
Interpersonal / Communication Skills
- It is essential that the successful candidate of this role possess the ability to:
- Communicate effectively (written and verbal)
- Build strong relationships based on trust and respect
- Persuade and influence the thoughts and actions of others to achieve optimal outcomes
- Articulate and persuasively present critical argument
- Build rapport and professional credibility
Education, Experience, Skills & Knowledge
- Co-ordination and writing of information memoranda and transaction papers
- Financial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)
- A relevant degree in law, commerce or business (finance-related discipline)
- Strong commercial property finance acumen
- Experience developing and managing customer relationships
- Ability to work effectively under pressure and meet tight deadlines
- Strong analytical and problem-solving ability
- Good lateral thinker able to develop solutions
- Ability to plan effectively and take accountability for delivering results
- Strong financial analysis and interpretation skills
- Ability to negotiate and influence
- Commitment to high standards of client service with a balanced focus on the commercial priorities
- Acts ethically and with unquestionable integrity
- Desire and willingness to strive to achieve optimal results
- A flexible and agile approach
- A continual improvement mindset with a desire to continue to learn and grow
How to apply
We look forward to receiving your application. When you’re ready, simply click the Apply now button to submit your details.
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Expressions of Interest – Investment Analyst employer: MaxCap Group
As an Associate Director in Construction Risk, you will thrive in a dynamic work environment that values collaboration and innovation. Our company offers competitive benefits, a supportive culture focused on professional development, and opportunities for growth within the construction and finance sectors. Located in a vibrant area, we provide a unique chance to engage with diverse projects and stakeholders, making your role both meaningful and rewarding.
We think you need these skills to ace Expressions of Interest – Investment Analyst
Financial Analysis
Credit Analysis
Transaction Management
Stakeholder Management
Communication Skills
Relationship Management
Problem-Solving Skills
