Investment Analyst

1 week ago


Melbourne, Victoria, Australia Collins Executive Recruitment Full time
Ideal opportunity for a first mover into private equity & venture capital

  • Young, fastgrowing firm with a talented and highprofile leadership team
  • Competitive base salary + bonus (carried interest)


My client is a private equity firm offering a new investment management approach for institutional investors and democratising access to private equity for family offices and HNW individuals.

They act as an outsourced solution that either acts as an investor's in-house private equity team or enhances the reach of an existing in-house team.


In addition to providing investing opportunities to some of the world's most sought-after buyout and venture capital fund managers, they also invest directly in companies backed by these managers.


Due to continued business growth, they are looking to onboard a talented financial analyst interested in joining a young, growing business and building their career within the private equity industry.


Upon successful hire, you will assist in the due diligence of fund and co-investment opportunities, updating systems for monitoring portfolios and preparing reports and presentations for Investment Committee, clients, and potential clients.

You will have opportunities to work with some of the world's best private equity and venture capital firms. The role will be based in Melbourne but may involve some travel.

Upon successful hire, you will be responsible for the following:

  • Undertaking quantitative due diligence on fund and direct co-investment opportunities under the guidance of senior team members
  • Financial modelling and valuation work
  • Participating in qualitative, onsite due diligence on global fund and coinvestment opportunities
  • Contributing to the preparation of Investment Committee materials under the guidance of deal leads and contributing to Investment Committee discussions
  • Preparation of marketing materials and analysis for clients
  • Monitoring the status of current client, fund and coinvestment opportunities, including updating the CRM system and preparing regular reports
  • Monitoring of market statistics and preparation of regular market updates
  • 14 years of experience in investment banking, management consulting, big4 accounting, investment management or similar financial services
  • Good financial modelling and analysis skills
  • Proactive, selfdirected, and selfmotivated
  • Structured problem solver with clear communication and presentation skills
  • Highly analytical with attention to detail
  • Willingness to travel domestically and internationally


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