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Recruitment Solutions - Finance, Accounting, Commercial, Analytics, Risk & Compliance
Senior Analyst, Investments
Are you a commercially minded finance professional looking to broaden your impact in the investment space? This is a rare opportunity to step into a dynamic, high-profile role within a leading institutional investment environment, supporting a diverse and evolving portfolio.
The Opportunity
We're working with a respected investment organisation to recruit a Senior Analyst for a commercially focused role spanning investment governance, valuation review, and strategic advisory work.
You'll work across a sophisticated portfolio—supporting investment teams by providing independent insights, conducting valuation analysis, and helping to shape risk-aware, commercially sound decision-making. This is a high-visibility opportunity with significant stakeholder engagement and clear pathways for progression.
Key Responsibilities
* Conduct independent reviews of valuations and provide analytical insights
* Support investment teams with transaction oversight, operational review, and controls
* Assist with mandate compliance, governance processes, and risk identification
* Partner with stakeholders across investments, strategy, and risk functions
* Contribute to the development and enhancement of investment frameworks and policies
About You
* 5+ years' experience in investment management, Big 4 (Deals, Valuations, Risk), or advisory
* Strong commercial acumen with a focus on analysis, governance, and stakeholder engagement
* Advanced Excel skills; familiarity with tools like Power BI or VBA is a plus
* Confident communicator with the ability to work across investment and corporate teams
Why Apply?
* Rare opportunity to step into a strategic, investment-focused role
* Join a values-led organisation with a strong internal mobility track record
* Gain exposure to a wide array of investments across global markets
* Flexible working options and genuine career development
If you're looking to move beyond a purely technical role and contribute meaningfully to investment decisions and strategy, this could be the ideal next step.
Apply now or reach out to Haydn Furness at Perigon Group for a confidential discussion - haydn.furness@perigongroup.com.au
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Analyst, Finance, and Strategy/Planning
* Industries
Investment Management, Funds and Trusts, and Staffing and Recruiting
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