Investment Analyst, Debt Investments

1 week ago


Melbourne, Australia IFM Investors Full time

Investment Analyst, Debt Investments

**The Opportunity**

At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where you're given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. We also believe all roles are genuinely flexible at IFM - so we are happy to talk through what this might look like for you.

**The Role**

As an Investment Analyst you will support the investment and portfolio management operations of the IFM Debt Investment (DI) team - focussing on Australian Diversified Credit investment strategies. Your role will involve credit analysis / due diligence of public and private debt investment opportunities with a focus on structured credit. Any 'asset backed' style of lending or investment / securitisation and other forms of asset-based lending.

**Key Responsibilities**
- Preparation and presentation of credit memorandum / investment proposal to IFM Debt Investment Committee
- End-to-end transaction management including working with borrowers / issuers, arrangers, advisors, and legal counsel through to financial close.
- Review of issuer monthly reporting as against covenants and initial investment assumptions
- Management of maintenance requests and amendments to existing transactions
- Delivery of ad-hoc presentations to investors

**Your Background and Experience**
- Tertiary education in Finance, Economics, Commerce, or Accounting CFA or studying towards CFA/FINSIA or CA/CPA or other post graduate qualifications viewed favourably.
- Proficiency in Microsoft Excel with financial modelling capability, Word, and PowerPoint
- Two years plus of industry experience typically obtained in a commercial bank analyst team or rating agency environment with relevant credit and debt transaction management experience.
- Experience in structured credit / securitisation is highly regarded.
- Self-starter and motivated to attain company goals aligned with divisional objectives.

**Ready to invest in what matters?**

**About Us**

Established by all-profit-to-members Australian superannuation funds, IFM Investors focuses on delivering superior net investment returns to members of superannuation and pension funds and like-minded institutional investors around the world.

**About the Team**

Since launching our initial specialised credit strategy more than 20 years ago, IFM has broadened and diversified our offering to respond to investor needs. We offer a range of diversified credit, infrastructure debt, bond and cash strategies.

Job ID 300000031924255


  • Investment Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Fourquarters Full time

    Leading Property Fund Manager- Join a High Calibre Growing Team- Opportunity to Transition Finance Experience to InvestmentsInvestment Analyst - Funds Management - Property**The Organisation**My client is leading multi-asset investment fund manager, with presence across Australia and Internationally they are a leader in the industry with strong capital...


  • Melbourne, Victoria, Australia beBeeAnalyst Full time $125,000 - $185,000

    The OpportunityWe're part of an organisation that takes sustainable and responsible steps forward for millions around the world.Our workplace is inclusive, accountable, and collaborative. We offer opportunities to make a meaningful contribution and grow your skills while feeling valued and supported.Apart from making a positive difference, we provide...


  • Sydney, Melbourne, Australia beBeeInvestment Full time $60,000 - $100,000

    About the RoleWe are seeking a highly skilled and motivated Analyst Graduate to join our team. As an Analyst Graduate, you will be responsible for working directly with our Managing Directors and supporting a team of analysts and associates on mid-market transactions.Origination and execution of deals through pitch preparation and compiling deal...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Analyst

    1 week ago


    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers' investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds.A finance related degree and/or...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Associate Investment AnalystZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...