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Investment Analyst, Portfolio
Numbers Executive Recruitment

Melbourne, AUS
$115,000 - $130,000
Established investment manager with a focus on sustainable investments
Support investment performance and investor relations activities
Suit professionals with strong modelling and analysis skills
18 Days ago
Manager, Corporate Finance & Development
Numbers Executive Recruitment

Melbourne, AUS
$200,000 - $220,000
Significant portfolio of infrastructure assets
Support new investment activties and capital investment analysis
Suit strong modellers with strong commercial skills
23 Days ago
Investment Analyst, Portfolio
Numbers Executive Recruitment
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 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.
- 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.
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.