Job Description
Expressions of Interest – Investment Analyst
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Introduction
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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.
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Work collaboratively to support Investment Directors and the wider investment team on new proposals
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Adhere to internal systems, process and policy at all times
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In conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer letters
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Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
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Ensure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframes
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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
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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
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Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
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Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
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Modelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiries
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Relationship Management:
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Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationships
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Liaise with clients, third parties and key stakeholders throughout the credit process of a deal
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Utilise industry and local market insights to effectively communicate products and services to clients
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Identify and implement improvements relating to internal processes
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Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
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Assist with ongoing workflow process development and improvement using in-house proprietary software platforms
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Selection Criteria
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Interpersonal / Communication Skills:
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It is essential that the successful candidate of this role possess the ability to:
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Communicate effectively (written and verbal)
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Build strong relationships based on trust and respect
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Persuade and influence the thoughts and actions of others to achieve optimal outcomes
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Articulate and persuasively present critical argument
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Build rapport and professional credibility
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Education, Experience, Skills & Knowledge:
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Co-ordination and writing of information memoranda and transaction papers
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Financial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)
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A relevant degree in law, commerce or business (finance-related discipline)
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Strong commercial property finance acumen
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Experience developing and managing customer relationships
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Ability to work effectively under pressure and meet tight deadlines
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Robust analytical and problem-solving ability
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Good lateral thinker able to develop solutions
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Ability to plan effectively and take accountability for delivering results
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Strong financial analysis and interpretation skills
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Ability to negotiate and influence
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Commitment to high standards of client service with a balanced focus on the commercial priorities
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Acts ethically and with unquestionable integrity
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Desire and willingness to strive to achieve optimal results
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A flexible and agile approach
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A continual improvement mindset with a desire to continue to learn and grow
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How to apply
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We look forward to receiving your application. When you're ready, simply click the Apply now button to submit your details.
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📌 Expressions Of Interest - Investment Analyst (New South Wales)
🏢 Maxcap Group
📍 New South Wales