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Strategic Portfolio Analyst

2 weeks ago


Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $100,000
Investment Analyst Role

Join our organisation as a skilled Investment Analyst to contribute towards the success of our investment and asset management strategies.

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  • Key Responsibilities:
    • Develop comprehensive portfolio performance analyses and insights for key stakeholders.
    • Collaborate with the Investment Committee to provide actionable recommendations and expert opinions.
    • Conduct rigorous market research and evaluate potential investment opportunities to drive strategic growth.
    • Support private equity deal origination, financial modelling, and due diligence initiatives.
    • Ensure compliance with regulatory requirements and guidelines.
  • Requirements:
    • Bachelor's degree in finance, economics or a related field.
    • Hold a CFA charter or be progressing towards it.
    • 2–5 years' experience in investment analysis or portfolio management.
    • Proven analytical skills and proficiency in Excel and financial data platforms.
    • Experience with private equity, financial modelling, and valuation is highly desirable.
  • What We Offer:
    • A competitive remuneration package plus 10% annual short-term incentive.
    • A hybrid working arrangement allowing flexibility between office and remote work.
    • Paid parental leave and additional leave entitlements.
    • Staff discounts, Employee Assistance Programme, and wellbeing initiatives.