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Investment Analyst, Portfolio

Numbers Executive Recruitment

Melbourne, AUS

$115,000 - $130,000

18 Days ago

  • Established investment manager with a focus on sustainable investments

  • Support investment performance and investor relations activities

  • Suit professionals with strong modelling and analysis skills

Our Client

Our client is a dynamic and forward-thinking investment firm committed to driving positive social and environmental impact through their investments in social infrastructure and renewable energy.  Currently an Analyst is sought to join its investment team in Melbourne.

About the Role

This is a highly visible position within the business that supports and interacts with a number of internal and external stakeholders via the provision of accurate and insightful analytics and modelling.

As an Analyst within the Portfolio Investment team, you will report to the Investment Director - playing a crucial role supporting the investment team's efforts in measuring & driving fund performance, supporting investor queries and reporting requirements relating to investment returns & ESG obligations, assisting with the evaluation of new investment offerings and any ensuing fund raising activities.  This could include : 
  • Collaborating with the Managing Director, Portfolio Management to analyze and enhance the performance of investment portfolios.
  • Maintaining and optimizing financial models for existing social infrastructure fund portfolios.
  • Developing new financial models for prospective investment strategies, conducting scenario, sensitivity, and feasibility analysis.
  • Assisting with the creation of investor materials for new investment strategies.
  • Maintaining records of prospective investor activity.
  • Contributing to investment analysis papers for the investment committee.
  • Conducting periodic analysis.and reporting spanning performance & sustainability reporting, strategic reviews, fund surveys, and ESG surveys.
Required Skills and Experience
  • High level numeracy and analysis skills including detailed financial modelling capabilities
  • Ideally experience gained in real estate or property coupled to professional services, investment management or corporate finance  experience
  • Strong communication skills to foster good relationships between colleagues, investors, service providers and clients
  • Strong project management and organisation skills
  • Presentation skills including the capability to take financial information and produce charts, proposals and reports
  • Accountability for meeting fund reporting deadlines.
To Apply

If you are passionate about socially responsible investing and possess the skills and qualifications required for this role, we invite you to apply by sending your resume and a cover letter detailing to Nicolas Boston at Numbers Executive.