Strategic Investment Advisor

1 week ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000
Investment Analyst Role">

At our organization, we seek an accomplished Investment Analyst to join our Transaction Management and Governance Team.

The successful candidate will deliver technical expertise to the team and collaborate with Senior Managers to achieve operational excellence.

This involves monitoring investment performance and liquidity for managed funds, ensuring alignment with strategic objectives.

Your key responsibilities include:

  • Monitoring fund performance against investment goals, strategy, benchmarks, and attributes.
  • Preparing recommendation reports following asset due diligence and significant investment activities.
  • Creating quarterly reports, committee papers, and board materials covering market analysis, fund performance, peer performance, and notable fund events.

Additionally, you will be responsible for managing stakeholders, including clients, external investment managers, fund accountants, custodians, data providers, and other service providers.

We are looking for a candidate with 1-2 years of experience in financial services, preferably from Big 4, consulting, funds management, or professional services backgrounds.

Key skills and qualifications include:

  • Experience in Australian commercial property, real assets, and/or infrastructure or fund performance attribution.
  • Direct client management experience.

Our organization offers a range of benefits, including additional paid leave for wellbeing and community purposes and competitive parental leave packages.

Required Skills and Qualifications:

Technical capability, stakeholder management, client relationship building, financial analysis, report writing, communication, collaboration, leadership, teamwork, adaptability, problem-solving, analytical thinking, and project management.

Benefits:

Wellbeing and community leave, parental leave packages, employee development opportunities, work-life balance support, recognition and rewards, health and wellness initiatives, and flexible work arrangements.

Join Our Team:

As a valued member of our organization, you will contribute to delivering exceptional results and making a meaningful impact. If you are passionate about your work and eager to grow professionally, please consider joining us. We look forward to hearing from you

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