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Investment analyst

Brisbane
Perigon Group
Investment Analyst
Posted: 12 September
Offer description

Join a highly skilled Investments team
- Flexible working environment
- Excellent company culture and opportunity for growth

**The Company**

One of Australia's longest-running and most trusted superannuation funds, helping members from all industries across Australia with market-leading investment products, as well as insurance and advice. This modern fund is a excellent employer in Brisbane, with a real focus on the Queensland market.

They are currently experiencing an exciting period of change and growth and are looking to hire an Investment Analyst with a background in Private Equity to join the team in Brisbane.

**Responsibilities will include**:

- Assist in the management of existing Private Equity investments, working with investment team members and fund managers to optimise returns from existing portfolio assets
- Responsible for portfolio data insights including portfolio construction, valuation/liquidity analysis and portfolio composition insights
- Manage, monitor, and report on the performance of the Private Equity assets of the fund, including risk and ESG metrics at a portfolio manager and asset class level
- Assist in investment due diligence on opportunities including supporting the legal, financial and operational due diligence on target investments
- Assist in the preparation of investment related board and investment committee papers
- Research and maintain database of relevant pipeline and transactions
- Contribute to the asset allocation and asset class construction decision-making process in line with the ESG Policy and within the risk framework
- Support the Investments team in developing deeper relationships with incumbent managers and strategic partners to source investment ideas and opportunities

**About the Person**
- Tertiary education in relevant discipline. Post-graduate qualifications or studying towards these.
- Previous industry experience, including experience in portfolio management, investment due diligence and/or research of managers and investments in Private Equity
- Understanding of investment markets and of key issues relating to the superannuation sector desirable
- Knowledge of debt & equity capital markets and funds management across a range of private equity investments, both onshore and offshore
- Outstanding written and verbal communication skills
- Strong financial modelling, analytical and problem-solving capabilities
- Solid report writing capabilities and ability to write concise and clear investment related papers
- Ability to handle strict deadlines, with ability to manage workload effectively

The role is based in Brisbane, applicants currently based in other cities looking to relocate to Brisbane are encouraged to apply.

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