Job Description

Expressions of Interest – Investment Analyst

n

Introduction

n

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.

n

n
- Work collaboratively to support Investment Directors and the wider investment team on new proposals
n
- Adhere to internal systems, process and policy at all times
n
- In conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer letters
n
- Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
n
- Ensure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframes
n
- 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
n
- 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
n
- Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
n




- Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
n
- Modelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiries
n

n

Relationship Management:

n

n
- Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationships
n
- Liaise with clients, third parties and key stakeholders throughout the credit process of a deal
n
- Utilise industry and local market insights to effectively communicate products and services to clients
n
- Identify and implement improvements relating to internal processes
n
- Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
n
- Assist with ongoing workflow process development and improvement using in-house proprietary software platforms
n

n

Selection Criteria

n

Interpersonal / Communication Skills:

n

It is essential that the successful candidate of this role possess the ability to:

n

n
- Communicate effectively (written and verbal)
n
- Build solid relationships based on trust and respect
n




- Persuade and influence the thoughts and actions of others to achieve optimal outcomes
n
- Articulate and persuasively present critical argument
n
- Build rapport and professional credibility
n

n

Education, Experience, Skills & Knowledge:

n

n
- Co-ordination and writing of information memoranda and transaction papers
n
- Financial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)
n
- A relevant degree in law, commerce or business (finance-related discipline)
n
- Strong commercial property finance acumen
n
- Experience developing and managing customer relationships
n
- Ability to work effectively under pressure and meet tight deadlines
n
- Strong analytical and problem-solving ability
n
- Good lateral thinker able to develop solutions
n
- Ability to plan effectively and take accountability for delivering results
n
- Strong financial analysis and interpretation skills
n
- Ability to negotiate and influence
n
- Commitment to high standards of client service with a balanced focus on the commercial priorities
n
- Acts ethically and with unquestionable integrity
n
- Desire and willingness to strive to achieve optimal results
n
- A flexible and agile approach
n
- A continual improvement mindset with a desire to continue to learn and grow
n

n

How to apply

n

We look forward to receiving your application. When you're ready, simply click the Apply now button to submit your details.

#J-18808-Ljbffr

📌 Expressions of Interest - Investment Analyst (New South Wales)
🏢 Maxcap Group
📍 New South Wales