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Investment Analyst
2 months ago
We are seeking a highly skilled and experienced Investment Analyst to join our dynamic team at Robert Walters Australia. As an Investment Analyst, you will play a key role in supporting our investment and portfolio management activities.
Key Responsibilities- Support origination tasks, including preparation of marketing materials and presentations
- Assist in assessing potential credit opportunities and draft term sheets
- Support execution processes, including due diligence, credit paper writing, financial analysis, and loan settlement
- Manage a portfolio of borrowers through monitoring monthly reporting and associated credit activities
- Support capital raising initiatives through preparation of marketing materials and presentations
- Assist with ongoing maintenance of internal systems to accurately reflect portfolio activities
- Stay updated on market trends, industry developments, and competitor activities within the Australian and NZ private debt sector
- Bachelor's degree as a minimum (ideally finance or accountancy certifications)
- 0-3 years' experience gained in a credit fund or Bank
- Ability to work effectively on multiple projects simultaneously
- Strong report writing skills
- Excellent verbal and written communication skills
- Organised with ability to meet deadlines
Robert Walters Australia is a leading firm in the investment sector, known for our commitment to excellence and integrity. We offer a supportive and collaborative work environment where every team member's contribution is valued. We believe in continuous learning and provide ample opportunities for professional growth and development. Our dynamic and inclusive culture makes us an employer of choice in the industry.
