Job Description

This is an opportunity to join a well-capitalised Melbourne family office in a genuinely broad principal-investing role, working across direct investments and external fund allocations.

n

The investment platform has built a sophisticated portfolio spanning private equity, private credit, real estate and venture capital, alongside selected domestic and international fund managers.

n

Capital is deployed with a long-term mindset, but the team remains highly active in assessing recent opportunities and is willing to move quickly where there is conviction.

n

Working directly with the Head of Investment, the Investment Analyst will sit close to the point of investment decision-making. The role combines transaction execution, investment underwriting, portfolio analysis and manager research, giving the successful candidate exposure well beyond a narrowly defined asset class or functional remit.

n

The team is deliberately lean. As a result, this is a role for someone who wants responsibility rather than layers: building models, challenging assumptions, forming a view on an investment, presenting that view clearly and then remaining involved as the investment develops.

n

Key responsibilities

n

n
- Origination, evaluation and execution of direct investments across private equity, private credit, real estate and venture capital
n
- Building detailed financial models and undertaking valuation, structuring and scenario analysis
n
- Conducting commercial and financial due diligence across a range of investment opportunities
n
- Supporting transactions from initial assessment through due diligence, negotiation, documentation and completion
n
- Preparing investment papers and presenting recommendations to the Investment Committee
n




- Assessing prospective external fund managers across domestic and international markets
n
- Monitoring existing managers, direct investments and broader portfolio performance
n
- Supporting portfolio construction, asset allocation and capital deployment decisions
n
- Developing relationships with fund managers, sponsors, advisers, brokers and other market participants
n
- Contributing to broader investment strategy and special projects as the portfolio evolves
n

n

Candidate profile:

n

The role would suit an investor or transaction professional with approximately 4+ years of experience gained within an investment environment.

n

You will ideally bring:

n

n
- Strong financial modelling, valuation and analytical skills
n
- Experience assessing businesses, assets or investment opportunities rather than simply reporting on them
n
- A sound understanding of risk, returns, transaction structures and investment downside
n
- The ability to form an independent view and defend an investment thesis
n
- Strong written and verbal communication skills
n
- Genuine interest in investing across private markets
n
- Commercial judgement and intellectual curiosity
n
- The maturity to operate with discretion in a private investment environment
n
- Comfort working within a small team where individual contribution is highly visible
n
- Relevant tertiary qualifications across Finance, Commerce, Business, Engineering, Property or Law; CA or CFA qualifications would be viewed favourably
n

n

The attraction of the role is its breadth. Rather than specialising exclusively in transactions, portfolio management or fund research, the successful candidate will develop across all three.

n

For someone seeking a long-term principal-investing career, it provides direct exposure to capital allocation decisions, experienced investors and a portfolio spanning multiple private-market strategies.

📌 Investment Analyst - Family Office (Victoria)
🏢 Collins Executive Recruitment
📍 Victoria