The Organisation

Our client is a purpose-driven investment organisation focused on supporting innovation, entrepreneurship and economic growth. The organisation plays a key role in supporting emerging technologies, commercialising research and attracting capital to high-growth businesses. They are looking to appoint an Investment Analyst in a newly created role. The opportunity offers rare early-career exposure while providing the opportunity to help shape a growing businesses from the ground up.

The Opportunity

Part of a high-performing Funds Management team, this position offers exposure to the full investment lifecycle, supporting both direct and indirect investment activities.

Working closely with experienced investment professionals, you will assess investment opportunities, conduct research and analysis, support investment decision-making, and contribute to the ongoing management of a diverse investment portfolio.

Key Responsibilities will include

- Conducting investment research, market analysis and commercial due diligence on investment opportunities, fund managers, startups and emerging technologies.
- Supporting investment recommendations through financial analysis, valuation assessment, competitor review and preparation of investment papers and briefing materials.
- Assessing new investment opportunities and assisting with investment execution, co-investments and follow-on investments.
- Monitoring portfolio performance and preparing reporting, governance and investment monitoring materials.
- Supporting relationships with fund managers, founders, researchers and other participants across the innovation ecosystem.




- Analysing risks, identifying potential mitigants and contributing to investment governance processes.
- Undertaking sector and technology research to evaluate commercial opportunities and emerging market trends.
- Attending industry events and developing relationships across the venture capital, startup, research and investment communities.

Skills & Experience

- Tertiary qualifications in Finance, Commerce, Economics, STEM, Life Sciences or a related discipline.
- We will consider candidates from external Audit, Superannuation, Venture Capital, Funds Management, or a related environments.
- Exposure to venture capital, startups, research commercialisation, innovation, funds management or institutional investing will be advantageous.
- Strong analytical and problem-solving skills, with the ability to evaluate complex information and develop evidence-based recommendations.
- Strong commercial judgement and genuine curiosity about businesses, markets, emerging technologies and innovation.
- A proactive, accountable and adaptable approach, with the ability to thrive in an evolving environment.

What's on Offer?

- Broad portfolio exposure and a rare chance to build experience across venture capital, innovation investing and funds management.
- Exposure to the full investment lifecycle across direct and indirect investments.
- Opportunity to work closely with experienced investors and senior decision-makers.
- Highly collaborative, purpose-driven and growth-oriented culture.

If this sounds like the next step in your investment career, please click ''Apply Now'' to submit your application.

📌 Investment Analyst (Funds Management) (Melbourne)
🏢 Kaizen Recruitment
📍 Melbourne