Melbourne - Permanent
**Investment Analyst**:
- Family Office
- Multi-sector focus, including Property
- Analysis & Advisory
Working with a night net worth family office, the primary focus of this role is to analyse and advise, regarding new investment opportunities.
The role is key to facilitating the family office's investment decisions and to ensure investments are performing in accordance with agreed parameters.
**Key duties & responsibilities**
- Undertaking detailed analysis of new investment opportunities, including assessment of forecast income, cashflow and balance sheet.
- Risk assessment - identification and management
- Planning and budgeting
- Management of the group's debt fund, ensuring borrowers maintain compliance with lending covenants
- Regular management reporting and advisory
- Liaison with key external advisors and stakeholders
- Establishing relevant systems, processes and procedures
**Skills Required & Behaviours**
- Ability to work autonomously, yet adaptable within a team environment to ensure timeframes and deadlines are met.
- Strong analytical and problem-solving skills, with attention to detail.
- Proven experience working in a similar role, preferably in property/construction industry.
- Well-developed verbal and written communication skills.
- Strong communication skills and the ability to liaise with all levels of management and develop effective relationships with external liaisons and peers.
- Demonstrated initiative in completing tasks to tight deadlines and the flexibility to handle constantly changing priorities.
- Motivated, self-starter, driven and solution orientated
**Qualifications & Experience**
- Relevant tertiary qualifications, ideally CA/CPA
- 4-5 years of experience in a relevant commercial setting
**Reference Number**:
BBBH18810_1657858864
**Contact**:
Mal Stuart
0413 308 314