Investment Analyst (New South Wales)

Investment Analyst (New South Wales)

16 Aug
|
Richard Lloyd Recruitment
|
New South Wales

16 Aug

Richard Lloyd Recruitment

New South Wales

Richard Lloyd Recruitment – Sydney CBD NSW
Support M&A; and investment transactions from origination through execution
Boutique M&A; advisory and investing team
Sydney CBD | Salary package $130K-$160K + Super, dependent on experience
Company Background
This boutique Sydney advisory firm also invests directly in deals, combining hands-on corporate advisory with direct investing exposure.
The team advises business owners, management teams and institutional investors on mergers, acquisitions and capital raisings, while also investing directly alongside clients in select transactions.
You'll work closely with experienced dealmakers from day one, gaining exposure most graduates and junior professionals would only see years into their career.
The business has a strong recent track record and continues to grow its mandate pipeline.
Key highlights include
Small, tight-knit team with genuine access to senior decision-makers
Strong and growing deal pipeline across a range of sectors
The Role
This Analyst role sits at the centre of the firm's deal execution, working directly with senior dealmakers across live M&A; and investment transactions from origination through to completion.
Build and maintain financial models, including DCF, comparable company and precedent transaction analysis
Conduct financial and commercial due diligence,



reviewing financials, management information and market data
Support valuation and deal structuring across live buy-side and sell-side mandates
Draft investment memos, board papers and materials for senior stakeholders
Prepare pitch materials, information memorandums and management presentations
Liaise directly with management teams, advisers and other external parties on live deals
Monitor and analyse portfolio positions where the firm has co-invested
Get involved in origination and deal sourcing conversations, not just execution
Your Background
We're looking for candidates from one of two backgrounds: a Big 4 or mid-tier Transaction Services, M&A; or Corporate Finance team, or a current investment banking analyst.
Either background is genuinely welcome, what matters most is strong technical ability and the confidence to work closely with experienced, senior operators.
Strong financial modelling, valuation and due diligence skills
Comfortable in a fast-paced, high-intensity deal setting
Confident communicator, able to engage directly with senior stakeholders and push back when needed
Genuine interest in both advisory and investing, not just deal execution
Comfortable working 5 days a week in the office.
#J-*****-Ljbffr

📌 Investment Analyst (New South Wales)
🏢 Richard Lloyd Recruitment
📍 New South Wales

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