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Senior investment analyst - pe, vc, credit, real estate - principal investment fund

Port Fairy
Collins Executive Recruitment
Investment Analyst
Posted: 17 May
Offer description

My client is a well‐capitalised family office based in South Melbourne, managing a sophisticated, growing investment portfolio with a clear focus on direct private‐market investments and external fund allocations.The platform invests directly in private equity, real estate, private credit, and venture capital, complemented by a curated portfolio of high‐quality external fund managers in both domestic and international markets.As the portfolio continues to scale in both size and complexity, a Senior Investment Analyst is needed to work directly alongside a talented Investment Director in a high‐impact, front‐office role. This position offers exposure to the full investment lifecycle, with a strong emphasis on direct private‐market investments, manager selection, and portfolio management.You will operate in a lean, high‐performing environment, with genuine responsibility and visibility across investment decisions. The role provides the opportunity to develop as a well‐rounded investor across multiple asset classes, while contributing meaningfully to the evolution of the overall investment strategy.The Investment Director is an ambitious, commercially astute investor with a strong track record across private markets and a willingness to back conviction‐led opportunities. This creates an environment where thoughtful analysis, independent thinking and high‐quality execution are both expected and rewarded.Key responsibilitiesEvaluation and execution of direct investments across private credit, real estate, private equity and venture capitalDetailed financial modelling, structuring analysis and commercial due diligence across a range of transaction typesSupporting end‐to‐end transaction execution, including coordination with advisors, legal counsel and counterpartiesPreparation of high‐quality investment papers and presentation of recommendations to the Investment CommitteeIdentification, selection and ongoing monitoring of external fund managers across global marketsPortfolio construction support, including asset allocation, risk assessment and capital deployment decisionsActive monitoring of underlying investments, including performance analysis and strategic input where relevantDeveloping and maintaining relationships with fund managers, sponsors, brokers and other market participantsSupporting broader strategic initiatives, reporting and operational requirements of the investment functionThe ideal candidate will have4-7 years of experience within private equity, investment banking, private credit, corporate finance or a comparable environmentStrong exposure to investing, with the ability to assess risk, structure transactions and underwrite opportunitiesStrong financial modelling and analytical capability, with strong attention to detailDemonstrated ability to think independently and generate investment insightsA genuine passion for investing, particularly within private marketsStrong communication and presentation skills, with the ability to clearly articulate investment thesesHigh level of professionalism, discretion and judgementComfortable operating in a lean, entrepreneurial environment with significant responsibility and accountabilityRelevant tertiary qualifications in Finance, Commerce, Business, Engineering, Property or Law. CA or CFA is advantageousThis role is best suited to someone seeking to transition into a long‐term principal investing seat, with fantastic mentors, broad exposure across private markets and global fund allocations, and the opportunity to meaningfully influence capital deployment decisions.#J-18808-Ljbffr

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