Financial Services Professional

2 weeks ago


Melbourne, Victoria, Australia beBeeInvestment Full time $140,000 - $180,000

This role is designed to support deal execution, financial analysis and client presentation.

We are seeking a highly motivated Investment Banking Analyst to join this dynamic team. The successful candidate will play a critical role in supporting deal execution, conducting financial analysis, preparing client presentations and driving strategic insights for our transactions.

Key Responsibilities
  • Build and maintain complex financial models for valuation, M&A, and capital raising transactions.
  • Conduct detailed company, industry and market research to support investment recommendations.
  • Assist in preparing pitch books, client presentations, and transaction materials.
  • Support the due diligence process for live deals and potential opportunities.
  • Analyze financial statements and assess company performance.
  • Collaborate with senior bankers and clients to execute transactions efficiently.
Qualifications
  • Bachelor's degree in Finance, Economics, Accounting.
  • 2+ years of relevant experience in investment banking, corporate finance or consulting.
  • Strong financial modeling, valuation and analytical skills.
  • Proficiency in Microsoft Excel, PowerPoint, and financial databases (Bloomberg, Capital IQ, FactSet).
  • Excellent written and verbal communication skills.
  • High attention to detail and ability to work under tight deadlines.

We offer a competitive compensation package as well as career growth opportunities.

Scoresby, Victoria, Australia 1 week ago



  • Melbourne, Victoria, Australia BCV Financial Solutions Full time $104,000 - $130,878 per year

    BCV Financial Solutions is an integrated financial services firm (Accounting, Financial Planning, Mortgage Broking and Insurance) dedicated to providing professional services to a range of SMEs, individuals and self-managed superannuation funds.Located in Frankston we are currently seeking a friendly and motivated Client Services Assistant to join our...

  • Financial Services

    2 weeks ago


    Melbourne, Victoria, Australia Nulsen Disability Services Full time

    Join our Melbourne Financial Services team as a Lawyer (1-5 years' PQE).Develop skills, advance, and excel in financial services law.About UsMills Oakley is a leading national law firm with a proud history spanning over 160 years.In that time, we've grown into a Top 10 Australian law firm by size while remaining true to our shared vision of exceptional...

  • Financial Services

    1 week ago


    Melbourne, Victoria, Australia Nulsen Disability Services Full time

    Join our Melbourne Financial Services team as a Lawyer (1-5 years' PQE).Develop skills, advance, and excel in financial services law.About UsMills Oakley is a leading national law firm with a proud history spanning over 160 years.In that time, we've grown into a Top 10 Australian law firm by size while remaining true to our shared vision of exceptional...

  • Financial Services

    2 weeks ago


    Melbourne, Victoria, Australia Nulsen Disability Services Full time

    Join our Melbourne Financial Services team as a Lawyer (1-5 years' PQE). Develop skills, advance, and excel in financial services law.About UsMills Oakley is a leading national law firm with a proud history spanning over 160 years. In that time, we've grown into a Top 10 Australian law firm by size while remaining true to our shared vision of exceptional...


  • Melbourne, Victoria, Australia beBeeTaxation Full time $90,000 - $120,000

    Financial Services ProfessionalWe are seeking a skilled and detail-oriented professional to join our team as a Financial Services Professional. As an experienced financial services expert, you will work closely with clients across various industries to deliver exceptional financial services.Prepare comprehensive financial statements for small to medium-sized...


  • Melbourne, Victoria, Australia Latitude Financial Services Full time

    Latitude is currently seeking a talented Workforce & Financial to join us in a permanent role. This role works in the Portfolio Delivery Operations team and reports into the Workforce Leader. The WFM team focuses on ensuring that the Contingent Workforce within Pay (is adequately resourced. The Analyst acts as the primary drive to ensure that Latitude...

  • Financial Planner

    2 weeks ago


    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...


  • Melbourne, Victoria, Australia beBeeFinance Full time $100,000

    Job DescriptionWe are seeking a highly skilled Financial Services Professional to join our team. This role will provide you with exposure to diverse clients across various industries.Key Responsibilities:Prepare financial statements in accordance with regulatory, accounting and financial reporting standards;Prepare income tax returns for companies, trusts...


  • Melbourne, Victoria, Australia beBeeFinance Full time $75,000 - $85,000

    Job DescriptionWe are seeking a skilled Financial Services Professional to join our team. As a key member, you will be responsible for tracking housing prices, trends and other factors influencing supply and demand.You will negotiate and manage property transactions, assess clients' financial needs and research suitable finance products. Additionally, you...

  • Financial Planner

    1 week ago


    Melbourne, Victoria, Australia Lakeside Financial Full time

    OverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...