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Senior Investment Associate

2 months ago

Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time
About the Role

We are seeking a highly skilled and experienced Investment Associate to join our team at Robert Walters Australia. As a key member of our investments team, you will play a pivotal role in supporting our clients and delivering optimal risk, revenue, and profit outcomes from each transaction.

Key Responsibilities
  • Assist in marketing, securing and closing complex equity and credit transactions
  • Ensure all transactions comply with the mandate
  • Contribute to the maintenance of positive relationships with sponsors/borrowers/advisors/legal counsels/funds/bank customers
  • Liaise positively with senior management and other parts of the team
  • Manage the end-to-end process of debt and equity transactions across a broad range of sectors
  • Prepare or contribute to research papers, including attending industry seminars and presentations
  • Submission of credit proposals and analysis and investment papers
Requirements
  • Minimum of 3 years' experience in debt or equity roles within a bank/fund
  • Undergraduate Business / Commerce / Law Degree from a leading university
  • Proficiency in the full suite of core Microsoft products, strong in financial modelling
  • Understanding of financial and economic markets
  • Ability to engage in independent research & analysis of customers and markets
  • Strong interpersonal and presentation skills
  • Entrepreneurial & Analytical mindset and problem-solving skills
What We Offer

As a valued member of our team, you will have the opportunity to work with a leading recruitment agency in Australia, with a strong focus on corporate and consumer banking. You will be part of a dynamic and supportive team, with a commitment to excellence and a passion for delivering exceptional results.