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Investment manager

Sydney
Family Office
USD 120,000 - USD 200,000 a year
Posted: 27 November
Offer description

The Investment Manager is responsible for identifying, analyzing, and managing investment opportunities across various asset classes, including equities, real estate, private equity, and venture capital. The role involves conducting due diligence, financial modeling, valuation analysis, and post-investment monitoring to maximize returns while managing risks.

Key Responsibilities

1. Investment Research & Analysis

2. Conduct market, industry, and company research to identify potential investment opportunities

3. Perform financial modeling, valuation, and scenario analysis
4. Analyze macroeconomic and sectoral trends to guide investment strategy
5. Prepare comprehensive investment proposals and recommendations for management approval

6. Deal Execution

7. Participate in the full investment cycle: sourcing, evaluation, negotiation, execution, and monitoring

8. Coordinate with legal, tax, and external advisors during deal structuring and due diligence
9. Prepare investment memos and presentation materials for the Investment Committee

10. Portfolio Management

11. Monitor the performance of existing investments and prepare regular performance reports

12. Support strategic initiatives such as restructuring, divestment, or additional funding
13. Evaluate portfolio risk exposure and recommend risk mitigation measures
14. Maintain relationships with portfolio companies and key stakeholders

15. Strategic Planning & Communication

16. Contribute to the company's overall investment strategy and asset allocation planning

17. Provide insight into market developments and investment trends
18. Liaise with institutional partners, banks, and co-investors for joint opportunities
19. Present findings and results to senior management and shareholders
20. Reports directly to
Managing Director / Head of Investment

Qualifications

1. Bachelor's degree or above in
Finance, Economics, Business Administration, or related discipline
.
2. MBA, Master's degree, or relevant postgraduate qualification preferred
3. 3–5 years of professional experience in investment, M&A, asset management, or consulting
4. Experience in financial analysis, valuation, or deal structuring is essential
5. Prior experience in real estate, private equity, or venture investment is an advantage
6. Strong analytical and quantitative skills, with proficiency in financial modeling (Excel, VBA)
7. Excellent understanding of corporate finance, valuation methods, and investment processes
8. Strong communication and presentation skills (English and Japanese)
9. Proficiency in PowerPoint, Excel, and financial databases (Bloomberg, Capital IQ, etc.
10. Japanese and English language

Professional Certifications (Preferred)

* Core:
CFA (Chartered Financial Analyst)
* Advanced: Certified Public Accountant (CPA Japan/US), ACCA
* Additional:
FRM (Financial Risk Manager), CIIA, MBA, Real Estate Appraiser, Securities Analyst Certification (証券アナリスト)

Personal Attributes

* Strong investment judgment and commercial awareness
* High integrity, confidentiality, and ethical standards
* Strategic thinker with attention to detail
* Ability to work independently and manage multiple projects under pressure
* Strong interpersonal and negotiation skills

Work Location

In person Osaka, Japan - please only apply if willing to relocate.

Application Process

To apply please email your resume and cover letter to:

attention HR - Investment Manager.

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