Senior Investment Specialist

1 week ago


Sydney, New South Wales, Australia beBeeFinancial Full time $250,000 - $350,000

Key Roles and Responsibilities

Job Overview

The Investment Professional will play a pivotal role in driving business growth and success by identifying investment opportunities, developing strategic partnerships, and leading cross-functional initiatives.

Key responsibilities include:

  • Client Relationship Management: Develop and maintain strong relationships with clients and stakeholders to identify investment opportunities and grow existing relationships.
  • Financial Analysis: Conduct thorough financial and market analysis to inform investment decisions and ensure alignment with company objectives.
  • Strategic Initiatives: Collaborate with cross-functional teams to develop and implement strategic initiatives that drive revenue growth and profitability.
  • Investment Recommendations: Prepare and present investment recommendations to senior management and the investment committee, using data-driven insights to support proposed investments.
  • Record Keeping: Maintain accurate and up-to-date records of all investment activities, ensuring compliance with relevant regulations and policies.

Preferred background in investment banking, private equity, or corporate finance. Financial qualifications (CFA, CA, or MBA) are advantageous.

Strong analytical skills, commercial acumen, and excellent communication and presentation abilities are essential for this role.

The successful candidate will be highly motivated, have a strong work ethic, and be committed to delivering high-quality results in a fast-paced environment.



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