Investment Manager
4 days ago
This position has been created to support the investment team in a single-family office based in Melbourne.
The successful candidate will be responsible for evaluating investment opportunities across various asset classes, including private equity, corporate credit, equities, and real estate in Australia.
The role involves:
Direct Investments:- Evaluating investment opportunities across a range of asset classes.
- Analyzing performance and portfolio characteristics and assisting with preparing written investment recommendations for the Investment Committee.
- Conducting industry and market research to help identify and assess trends.
- Maintaining a new opportunities register.
- Assisting with the due diligence process.
- Building and maintaining financial models.
- Preparing internal reports on a range of topics (such as sector, industry, geopolitical or macroeconomic reports)
- Being involved in all aspects of the indirect investment process, including attending meetings with existing and prospective managers.
- Conducting due diligence on new and existing fund managers.
- Assisting in preparing quarterly portfolio and market reviews.
- Maintaining manager and attribution analysis.
- P Presenting to the Investment Committee.
- Performing analysis and research related to third-party managers and/or underlying markets.
- Attending investment manager meetings.
- Writing and maintaining meeting notes.
- Maintaining internal databases, including managers, funds, contacts, and pipeline.
The ideal candidate will have:
- A Bachelor's degree, ideally in finance, business, accounting or a related field.
- 3-5 years of experience gained in funds management, equity research, private equity, corporate development, asset management or corporate finance.
- S sound financial analysis, due diligence, valuation and/or modelling skills.
- Demonstrable experience in company and industry analysis.
- Solid understanding of core accounting concepts.
- A passion and curiosity for investing.
- A strong work ethic and an ability to work autonomously as part of a team.
- Integrity and honesty.
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