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Senior Investment Transactions Professional

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $135,000 - $150,000
Transaction Manager Job

This role is well suited to a CFA candidate with advanced financial modelling experience, ideally related to investments.

The successful candidate will co-lead a team of analysts, overseeing complex transactions and developing robust fund models maximising investor returns and meeting legal requirements. Working closely with internal and external stakeholders.

The transaction management team bridges investment execution, compliance, and ongoing portfolio management, focusing on financial modelling and effective communication.

Key Responsibilities
  • Support transactions on modelling, funding, and analysis.
  • Establish and maintain rigorous risk management controls, adhering to compliance requirements and regulatory guidelines.
  • Contribute to ad-hoc projects and continuous process improvement.
Requirements
  • 5+ years' experience in advanced financial modelling and 5+ years in an investment focus such as investment banking, credit, project finance, or real estate funds management.
  • CFA qualifications are highly regarded.
  • Ability to adapt in a changing environment.
  • Collaborate with a high-calibre professional team.

Our Sydney CBD office offers flexible work arrangements with 1 day WFH option.