Expressions of Interest – Investment Analyst
The Investment Analyst is responsible for delivering the end-to-end transaction process by completing ongoing, real-time business / financial / credit analysis and preparation of detailed papers to facilitate informed decisions. The role will coordinate credit process by managing internal stakeholders in our Melbourne office.
Credit Process:
* Work collaboratively to support Investment Directors and the wider investment team on new proposals
* Adhere to internal systems, process and policy at all times
* 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 with a view to enhancing 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 and assisting in structuring and pricing loan products and responding quickly to new business inquiries
Relationship Management:
* Maintain relationships with a portfolio of clients (corporate, private and institutional) 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
* Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
* Assist with ongoing workflow process development and improvement using in-house proprietary software platforms
Selection Criteria
Culture Alignment:
We value:
* Partnership
* Responsibility
* Ambition
Interpersonal / Communication Skills:
It is essential that the successful candidate of this role possess the ability to:
* Communicate effectively (written and verbal)
* Build strong relationships based on trust and respect
* Persuade and influence the thoughts and actions of others to achieve optimal outcomes
* Articulate and persuasively present critical argument
* Build rapport and professional credibility
Education, Experience, Skills & Knowledge:
* Co-ordination and writing of information memoranda and transaction papers
* Financial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)
* A relevant degree in law, commerce or business (finance-related discipline)
* Strong commercial property finance acumen
* Experience developing and managing customer relationships
* Ability to work effectively under pressure and meet tight deadlines
* Strong analytical and problem-solving ability
* Good lateral thinker able to develop solutions
* Ability to plan effectively and take accountability for delivering results
* Strong financial analysis and interpretation skills
* Ability to negotiate and influence
* Commitment to high standards of client service with a balanced focus on the commercial priorities
* Acts ethically and with unquestionable integrity
* Desire and willingness to strive to achieve optimal results
* A flexible and agile approach
* A continual improvement mindset with a desire to continue to learn and grow
Please send all applications through to our careers email
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