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Financial Insights Professional

3 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $120,000
Investment Analysis Opportunity

We are seeking an Investment Analyst to join our team in driving insights that shape investment decisions and enhance fund performance.

This is a key member role within the Investment Management team, reporting to the Head of Investment Management. The successful candidate will undertake a range of investment and asset management activities with a focus on:

  • Undertaking market research and intelligence gathering to identify opportunities and risks
  • Conducting forecasting and financial modelling to assess fund, asset, and portfolio performance
  • SUPPORTING investment decision-making through scenario analysis and transaction support
  • Enhancing investor and portfolio reporting platforms
  • Partnering with Asset, Fund, and Transactions Managers to deliver actionable insights
Key Qualifications and Skills

Tertiary qualified with approximately 2–4 years of experience. The ideal candidate thrives in a dynamic environment and brings analytical rigour and commercial thinking. Experience may have been gained within corporate finance at a professional services firm or within an investment manager, advisor, or real assets developer. The successful candidate will have:

  • Strong financial modelling and analytical skills with accuracy and attention to detail
  • Proven ability to research, interpret, and forecast market and economic trends
  • Excellent written and verbal communication skills
  • Ability to present complex information clearly and demonstrate a proactive, resourceful, and collaborative mindset

This opportunity offers a developing corporate finance professional the chance to forge a career in investment management. If you are interested, please register your interest by applying online.