Financial Insights Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $90,000 - $130,000
Investment Opportunities

The Investment Analyst role plays a pivotal part in driving strategic insights that inform investment decisions and enhance fund performance.

This position involves conducting market research, gathering intelligence to identify opportunities and risks, performing forecasting and financial modelling, and supporting investment decision-making through scenario analysis and transaction support.

Key Responsibilities

Some of the key responsibilities of this role include:

  • Conducting thorough market research and gathering data to inform investment decisions
  • Developing and maintaining accurate financial models to assess fund and portfolio performance
  • Providing analytical support for investment decision-making, including scenario analysis and transaction support
  • Collaborating with Asset, Fund, and Transactions Managers to deliver actionable insights and drive business results
Requirements and Qualifications

To be successful in this role, you will require:

  • Tertiary qualifications and approximately 2–4 years of experience in corporate finance or a related field
  • Strong financial modelling and analytical skills, with a focus on accuracy and attention to detail
  • Proven ability to research, interpret, and forecast market and economic trends
  • Excellent written and verbal communication skills, with the ability to present complex information clearly

This is an exciting opportunity for a developing corporate finance professional looking to forge a career in investment management.

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