Private Client Analyst

2 days ago

Melbourne, Australia Commonwealth Bank Full time

**Private Bank Analyst**(Commercial Lending)**:**About us**

**Commonwealth Private**strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.**

**We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising in banking, lending, strategic advice, investments and insurance located right across Australia.**

**Our vision is to be the private bank successful Australians recommend.**

**About your role**

**As a**Private Bank Analyst**, you will be supporting our Private Bankers to provide exceptional service to their high net worth clients through value add solutions.**

**Your core duties will involve undertaking financial analysis and assessing the risks/opportunities on new and existing**_commercial _**lending submissions, as well as assessing the risks associated with increases in client credit.**

**Your responsibilities**
- **Complete credit submissions and annual reviews to ensure the timely delivery of decisions, documentation and funding to the client and the accuracy of information**:

- **Deliver exceptional customer service, client communication and engagement to support credit submission requests**:

- **Undertake detailed analysis of client and industry specific information focusing on the key financial drivers of each client in order to effectively meet their need**:

- **Prepare concise and well-reasoned credit correspondence**:

- **Focus on quality, credit management and the minimising of credit and operational losses**:

- **Audit and review team files to meet credit assurance standards**:
**Your skills and experience**

**To be successful as a Private Bank Analyst, you will have**:

- **Commercial lending experience**(from either customer facing/sales or credit/analyst environment)**:

- **Credit analysis training and demonstrated experience with the ability to support deal structuring (desirable)**:

- **Well-developed MS Excel skills and experience in performing financial analysis/modelling**:

- **Tertiary qualifications in a business related discipline e.g. Banking, Commerce (desirable)**

**We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.**

**Advertising End Date: 17/02/2025

  • Private Bank Analyst

    6 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time $90,000 - $120,000 per year

    About us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...

  • Investment Analyst

    6 days ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Investment Banking- PermanentOur client is a prominent asset owner in Melbourne seeking an** Investment Analyst for their Private Markets team.** This is an exceptional opportunity to work as an Analyst for the Private Markets investment team. Initially you will be working as part of the Listed Tangibles investment team, although you will likely...

  • Private Bank Analyst

    1 week ago

    Melbourne, Australia Commonwealth Bank Full time

    **Commonwealth Private**strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and...

  • Investment Analyst – Private Markets

    6 days ago

    Melbourne, Victoria, Australia HOSTPLUS Pty Ltd Full time $80,000 - $120,000 per year

    Job no: A2829Category: Investments, Private MarketsHow will you make an impact?The Investment Analyst Private Marketswill play a key part in providing input to the strategic direction of the private market asset classes (including Infrastructure, Property, Credit and Private Equity) and the deployment of member capital to the private market asset classes to...

  • Analyst - Private Tax and Advisory - Melbourne

    6 days ago

    Melbourne, Victoria, Australia Deloitte Services Pty Ltd Full time $60,000 - $100,000 per year

    Job Requisition ID: 38848 Exceptional career development in a supportive environmentOpportunity to support large privately owned businesses and ultra-high net worth familiesFlexible work arrangementsThis is a unique opportunity for a talented Analyst to join the Private Tax and Advisory team in Melbourne.What will your typical day look like?As a Private...

  • Investment Analyst – Private Markets

    6 days ago

    Melbourne, Victoria, Australia Hostplus Full time $90,000 - $120,000 per year

    How will you make an impact?The Investment Analyst Private Markets will play a key part in providing input to the strategic direction of the private market asset classes (including Infrastructure, Property, Credit and Private Equity) and the deployment of member capital to the private market asset classes to maximise member returns.In conjunction with the...

  • Investment Analyst or Associate, Infrastructure Private Equity

    3 weeks ago

    City of Melbourne, Australia East Partnership Full time

    Investment Analyst or Associate, Infrastructure Private Equity Investment Analyst or Associate, Infrastructure Private Equity - Sophisticated, global infrastructure investment manager with a proven track record of delivering strong returns. - Responsibility for evaluating new M&A opportunities, making investment recommendations and helping to manage new...

  • Private Client Manager

    6 days ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Supporting the creation, protection & transfer of wealth**: - **Drive the strategic vision of NAB Private**: - **Develop and manage a portfolio of key High Net Worth clients** Our vision is to be Australia's leading bank, trusted by customers for exceptional service. This vision is...

  • Analyst, Investment Funds Research Private Markets

    2 days ago

    Melbourne, Victoria, Australia NAB Full time $80,000 - $120,000 per year

    Assist in the production of high-quality investment research and insights on identified private market Investment opportunitiesCommunicate investment recommendations and ongoing reporting to Private Wealth clients and/or personnel through the production of written reports and presentationsAssist in the delivery and uplift of research framework, including...

  • Private Equity

    6 days ago

    Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentOur client is one of the largest fund managers in Australia, based in Melbourne, they are seeking an Analyst/Associate to join their Private Equity team. **Requirements**: - Excellent academic profile with a minimum of a Bachelor’s Degree in Finance, Acturial, Mathematics, Engineering or a related field preferably...