Strategic Investment Specialist

3 hours ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $120,000
**Investment Role Overview**

The Investment Analyst plays a pivotal part in guiding the company towards informed investment decisions and optimizing returns. Reporting to the Investment Director, the role encompasses a diverse range of activities in investments, asset management, fund management, portfolio management, assisting with capital raising efforts, and other ad hoc tasks that support the organization's objectives.

Key Responsibilities:
  • Market Analysis: Analyze macroeconomic and market trends to identify potential investment opportunities and risks.
  • Financial Modeling: Develop detailed financial models projecting the potential value, returns, and risks of investment opportunities, incorporating scenario and sensitivity analyses.
  • Due Diligence: Conduct comprehensive investigations into the financial, legal, and operational aspects of potential investments.
  • Financial Statement Interpretation: Assess the financial health of potential investment targets through financial statement analysis.
  • Risk Evaluation: Evaluate and quantify risks associated with investment projects.
  • Portfolio Performance Assessment: Evaluate the performance and risk exposure of the investment portfolio and provide regular reports to the Investment Committee.
  • Performance Monitoring: Track and analyze the performance of existing investments against predefined benchmarks.
  • Investment Strategy Development: Formulate investment strategies aligned with company goals and risk tolerance.
  • Sector and Competitor Analysis: Evaluate specific industry sectors and the competitive landscape to identify investment potential and associated risks.
  • Regulatory Compliance: Ensure investment decisions comply with relevant laws, regulations, and company policies.
  • Stakeholder Communication: Communicate investment strategies and results to internal and external stakeholders.
  • Investment Committee Support: Coordinate information and participate in investment committee meetings and the decision-making process.
  • ESG Evaluation: Evaluate sustainability and ethical considerations for potential investments.
  • Negotiation Support: Provide analysis and recommendations during investment negotiations.
  • Investment Documentation: Prepare and maintain comprehensive documentation for all investment activities.
  • Policies and Procedures: Contribute to the development and maintenance of company investment policies.
**Requirements**

- Bachelor's degree in Commerce, Finance, Law, Economics, or a related field
- CA, CFA qualifications preferred

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