Strategic Financial Advisor

2 weeks ago

Haymarket, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

About this rare opportunity to join a boutique and unique ethical, impact-driven investment company.

This company was founded in 2023, backed by angel investors and leading financial partners.

After validating our services for two years, we're excited to introduce a critical role for the right candidate in our Investment team.

To learn more - check out our website: The Role As a core member of the Investment team, you will lead due diligence and deal execution for Responsible Fund's SME private credit investments.

Our Responsible Fund invests in global SMEs that contribute to innovation, reduce poverty and create dignified jobs.

You'll also contribute to the development of new investment solutions as we grow our product offering across additional asset classes and customer segments.

You will eventually execute investment deals in those strategies.

This role is ideal for someone excited about using finance to deliver real-world impact, thrives in a fast-paced environment, and is ready to take full ownership of their work.

At Wholesum, we are motivated to leave a legacy for a sustainable and inclusive world for future generations.

We're interested in meeting candidates from mid-to-senior levels.

What You'll Do Lead the end-to-end deal process for SME private credit investments, including financial modelling, legal review, risk assessment, and IC presentation.

This will be replicated for new investment solutions as we diversify asset classes.Participate in origination and early engagement with platforms and partners.Conduct comprehensive due diligence across financial, legal, commercial, ethical and ESG dimensions.Communicate and defend investment theses to internal and external stakeholders (e.g., investment committees, clients, and the general public)Monitor existing investments, support performance tracking and help manage relationships with investees and deal partners.Assist in the development of new ethical and Islamic finance offerings.Operate with agility and independence as part of a small, mission-driven team.

Our Finance Tools
Slack: team comms

Office 365:
email and meetings, documentation

Notion:
activity tracking, project management, documentation, etc.

About You 3+ years of experience in investment banking, private credit, private equity, leveraged finance or management consulting.Strong academic background in Finance, Economics, Business, Engineering, or a related quantitative field.Excellent financial modelling and analytical skills with advanced competence in Excel.Passion for impact investing and ethical finance.Confident communicator with strong written and verbal presentation skills.Able to balance detail with a strategic view and operate in a lean team structure (meaning no task is too small or too big)
A self-starter who thrives with autonomy, takes ownership, and embraces shifting priorities.
Comfortable working in ambiguity and contributing across multiple functions to support the overall mission and company objectives

What Success Looks Like Deliver high-quality deals: Consistently lead investments from originations through to full due diligence and execution with strong risk-return-impact outcomes.


Own Outcomes:
Take responsibility from origination to monitoring, ensuring investments perform, strategic projects land and relationships thrive.

Build Trust:
Earn respect from founders, partners and internal stakeholders through integrity, clarity, empathetic communication and follow-through.
Why Join Us Come join a mission-driven business that's making a difference to individuals and communities – help shape a growing portfolio of global investments with real-world impact Be a leader and own outcomes from Day 1 within an early-stage fintech start-up with big, global plans, and build something you and your community will be proud of for a lifetime Flexible work arrangements under a remote-first model2 extra public holidays a year, taken anytime at your own choice – for religious holidays not recognised in Australia.Our Values At our organisation, we're driven by the belief that finance should empower, not exploit. We don't just talk about values, we live them. Whether it's the way we structure our deals, support ethical SMEs, or engage with our investors, we aim to act with sincerity, humility, and long-term thinking. We seek team members who lead with purpose, operate with empathy, and strive to build something meaningful together.Diversity and Inclusion We welcome applicants from all backgrounds, faiths, identities, and life experiences to apply.As part of our process, we require all candidates to undertake references and background checks.

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