Job Description
Expressions of Interest – Investment Analyst
Introduction
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.
Work collaboratively to support Investment Directors and the wider investment team on new proposals
Adhere to internal systems, process and policy at all times
In conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer letters
Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
Ensure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframes
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
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
Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
Modelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiries
Relationship Management:
Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationships
Liaise with clients,



third parties and key stakeholders throughout the credit process of a deal
Utilise industry and local market insights to effectively communicate products and services to clients
Identify and implement improvements relating to internal processes
Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
Assist with ongoing workflow process development and improvement using in-house proprietary software platforms
Selection Criteria
Interpersonal / Communication Skills:
It is essential that the successful candidate of this role possess the ability to:
Communicate effectively (written and verbal)
Build robust relationships based on trust and respect
Persuade and influence the thoughts and actions of others to achieve optimal outcomes
Articulate and persuasively present critical argument
Build rapport and professional credibility
Education, Experience, Skills & Knowledge:
Co-ordination and writing of information memoranda and transaction papers
Financial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)
A relevant degree in law, commerce or business (finance-related discipline)
Strong commercial property finance acumen
Experience developing and managing customer relationships
Ability to work effectively under pressure and meet tight deadlines
Strong analytical and problem-solving ability
Good lateral thinker able to develop solutions
Ability to plan effectively and take accountability for delivering results
Strong financial analysis and interpretation skills
Ability to negotiate and influence
Commitment to high standards of client service with a balanced focus on the commercial priorities
Acts ethically and with unquestionable integrity
Desire and willingness to strive to achieve optimal results
A flexible and agile approach
A continual improvement mindset with a desire to continue to learn and grow
How to apply
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