Our client

This Global Investment Manager manages funds on behalf of Institutional Investors, Asset Consultants, Family Offices and High Net Wealth Individuals.  Offering first class investment products and backed by a track record of exceptionally high performance, this is an exciting and rare opportunity to join an award winning fund in Melbourne.

The opportunity

Joining a collegiate, high calibre team, the incoming Investment Analyst will cover 2-3 sectors and conduct independent, fundamental research to identify insights, trends and new investments whilst also maintaining existing portfolio positions domestically and globally.  Day to day this will translate to regular meetings with the management teams of covered companies, their competitors, suppliers and industry specialists to build an deep, intimate knowledge of people, performance and operations.  In addition to investing in the depth of your research, you will determine company valuations and assess potential risks and opportunities, synthesizing key messages and insights to the investment committee.

Required skills and experience

We are seeking a highly numerate and commercial individual, able to contribute independent thought and ideas driven by fact based research and analysis.  With a passion for financial markets and a strong grounding in corporate finance, it is likely the successful candidate will have foundations with a top-tier investment bank and/or fund manager.  On this occasion, applicants with M&A execution experience are favourable.  On a personal level, you will enjoy interacting and engaging with a broad range of individuals and be driven by curiosity and a genuine thirst for learning.  

This is an outstanding opportunity for someone with a passion for markets and the desire to forge a long-term investment career.  Please submit your resume, transcripts and a cover letter highlighting your personal investment pursuits to Numbers Executive.

 

Required skills & experience

Our client

Numbers Executive is supporting a highly successful real estate investment manager (with in excess of $1bn of assets under management) to appoint a new Investment Analyst to the team in Melbourne.   With a proven track record investing in premium commercial properties, our client delivers strong, long term returns to investors across single and multi-asset property trusts.

The opportunity
  
Supporting the senior team members with the evaluation of new acquisition and investment opportunities and the management of the unlisted fund, the Investment Analyst /Associate plays a critical role undertaking robust and accurate analysis, valuation and due diligence activities.  Specifically, this will include analysing and reporting on key fund metrics (Fund EBIT and NTA, IRR’s and WALEs) financial modelling and valuation analysis to support investment decision making and ongoing market and sector research.
  
Required skills & experience

The successful candidate will hold a relevant tertiary qualification coupled with corporate finance or investment management / advisory experience with experience working with un-listed assets.  A working understanding of corporate finance theory and valuation principles is required as is sound financial modelling and analysis skills.  In addition to your technical toolkit, you will demonstrate a strong investment mindset, intellectual curiosity and a flexible and adaptable working style.
  
This is a rare opportunity to join a nimble, forward thinking investment team during a time of immense growth and opportunity.

Please direct your application or enquiry to Nicolas Boston at Numbers Executive.

Our client

Numbers Executive is currently supporting a prominent global infrastructure and energy fund with its search to appoint an Investment Associate to its team in Melbourne. With a long-standing leadership team and significant funds under management, this is an outstanding opportunity to join a highly active and successful investment platform.

The opportunity

The Infrastructure and Energy Investment team is involved in the acquisition and management of core infrastructure and energy transition assets offering a steady, low risk return to their institutional investor base.

As an Associate within the team, you will be actively involved in the sourcing, evaluation and acquisition of new investments, in addition to the ongoing monitoring of the existing asset portfolio. Working in small teams, the Associate will work collaboratively with the Analyst pool, to nurture and develop technical skills while ensuring timely and accurate outputs.

Day to day, key responsibilities will include:

* Developing, interrogating and stress testing complex infrastructure financial models in order to drive key financial and investment decisions
* Assist with transaction due diligence and execution, including leading workstreams
* Leading market and sector research, sharing key insights and developments
* Reviewing operational forecasts, undertaking periodic valuations, as well as supporting the asset team on refinancing and capital investment decisions

Required skills & experience

It is likely the successful candidate will combine an outstanding academic record with 3-6 years of work experience in an investment bank or related corporate finance advisory firm with a focus on transactions covering infrastructure, energy, utilities or other large capital intensive assets.

The Associate will possess excellent financial modelling and analysis skills and will be required to utilise their strong written and verbal communication skills to interpret and summarise board-level activities and present this data in an effective, concise manner to senior stakeholders.

Interpersonally, the Associate will demonstrate the ability to build relationships with stakeholders at all levels and be looking for an opportunity to share knowledge and help shape the future development of more junior team members.

Last but by no means least, we're looking for applicants with curious minds, a genuine interest in "the way things work" and with long-term career aspirations to work in buy-side funds management.

Please submit your application or enquiry to Briana Hill at Numbers Executive.