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Financial investment analyst

Sydney
beBeeFinance
Investment Analyst
Posted: 25 June
Offer description

Our team is responsible for the middle office management of our global principal portfolio, from pre-acquisition to divestment. We provide flexible primary financing solutions and engage in secondary market investing across the capital structure. Our focus spans corporate and real estate sectors, with expertise across various industry groups including real estate, infrastructure, telecommunications, media, entertainment, technology, leisure, and healthcare.

We are a global financial services group operating in 31 markets with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone contributes ideas and drives outcomes.


What role will you play?

You will gain global exposure to various investing products and structures, collaborating directly with senior front office deal teams and other internal functions. Your responsibilities include analyzing portfolio performance, conducting capital and funding analysis, pipeline reporting, and tracking transaction returns. You will also coordinate quarterly and half-yearly portfolio and valuation processes and have opportunities to participate in strategic projects such as reporting technology transformation.


What skills do you need?

* A tertiary qualification with an excellent academic record, preferably in Corporate Finance and/or Accounting. A postgraduate qualification in Finance and/or Accounting is advantageous.
* 2-4 years of experience in banking, financial services, or professional services in a similar or related role.
* Strong understanding of financial, accounting, and valuation concepts, with experience providing business information, analysis, and insights in data-driven environments.

We welcome applications from anyone inspired to build a better future with us. If you are excited about the role, we encourage you to apply.


About Us

We partner with businesses, startups, and governments to connect ideas to capital, driving innovation, growth, and real-world impact. Our capabilities span corporate advisory, investing, development, and equities, supported by a full spectrum of capital markets solutions and deep sector expertise, focusing on infrastructure, real assets, technology, software, resources, energy, and materials.


Our Commitment to Diversity, Equity, and Inclusion

We are dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applicants from all backgrounds and welcome all identities. We are happy to discuss how we can support your inclusion and belonging during the recruitment process.

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