Investment Analyst Position
We are seeking a seasoned Investment Analyst to join our team.
The successful candidate will be responsible for assessing, executing and managing property transactions - from debt to equity. They will also be involved in investment monitoring, portfolio management and reporting.
* Maintain relationships with a portfolio of clients (corporate and private), focusing on building and sustaining deep customer relationships
* Liaise with clients, third parties and key stakeholders throughout the credit process of a deal
* Utilise industry and local market insights to effectively communicate products and services to clients
* Identify and implement improvements relating to internal processes
* In conjunction with internal stakeholders and external legal advisers, prepare and document terms and conditions of offer letters
* Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
* Ensure effective management of the transaction process, including internal and external stakeholders, to meet agreed timeframes
* Assimilate complex information to enhance investment opportunities by effectively communicating the strengths of each deal while recognising risk and demonstrating how this risk has been mitigated
* Liaise with internal and external stakeholders throughout the transaction process, assisting with deal execution and due diligence to ensure that all conditions precedents (CPs) are satisfied
* Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
* Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
* Modelling transactions, assisting in structuring and pricing loan products, and responding quickly to new business inquiries
Requirements:
* 1-2 years experience in banking or funds management with a property sector focus
* High level of analysis and critical thinking skills, as well as attention to detail
* Effective written and verbal communication and presentation skills;
* Strong problem solving with the ability to identify issues and develop solutions - recognise the importance of a systematic approach to problem-solving
* Strong teamwork philosophy
* Understanding and interest in the Property industry
* Tertiary qualification in Construction/Commerce/Law/Finance/Property or similar
About Our Team
We are a fast-growing boutique real estate financier and investor with a presence in Melbourne & Sydney. We invest across the capital structure, focusing on development capital, including senior and mezzanine debt, preferred equity, and direct equity. We finance/invest in projects across all sectors - residential, commercial, retail, industrial, hotel, aged care, etc.