Investment Analyst

13 hours ago

Sydney, New South Wales, Australia TOM People Full time

Investment Analyst – Family Office | Sydney

We're seeking a sharp, commercially minded Investment Analyst to join a growing family office managing a diversified portfolio across listed equities, private investments, and property.

Key Responsibilities:

  • Conduct financial and market analysis to support investment decisions.
  • Build and maintain valuation models and portfolio reports.
  • Assist in due diligence and preparation of investment papers.
  • Monitor portfolio performance and identify opportunities or risks.
  • Support senior team members with research and strategic initiatives.

Skills & Experience:

  • 2–5 years' experience in investment analysis, corporate finance, or a similar role.
  • Strong financial modelling and analytical capability.
  • Excellent written and verbal communication skills.
  • Degree in Finance, Commerce, Economics, or related field.
  • High attention to detail and a genuine interest in markets and long-term investing.

This is an opportunity to work closely with decision-makers in a lean, high-calibre environment offering broad exposure and meaningful responsibility.

Apply now
or reach out in confidence to learn more.

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