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.
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.
Capital is deployed with a long-term mindset, but the team remains highly active in assessing new opportunities and is willing to move quickly where there is conviction.
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.
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.
Key responsibilities
Origination, evaluation and execution of direct investments across private equity, private credit, real estate and venture capital
Building detailed financial models and undertaking valuation, structuring and scenario analysis
Conducting commercial and financial due diligence across a range of investment opportunities
Supporting transactions from initial assessment through due diligence, negotiation, documentation and completion
Preparing investment papers and presenting recommendations to the Investment Committee




Assessing prospective external fund managers across domestic and international markets
Monitoring existing managers, direct investments and broader portfolio performance
Supporting portfolio construction, asset allocation and capital deployment decisions
Developing relationships with fund managers, sponsors, advisers, brokers and other market participants
Contributing to broader investment strategy and special projects as the portfolio evolves
Candidate profile:
The role would suit an investor or transaction professional with approximately 4+ years of experience gained within an investment environment.
You will ideally bring:
Robust financial modelling, valuation and analytical skills
Experience assessing businesses, assets or investment opportunities rather than simply reporting on them
A sound understanding of risk, returns, transaction structures and investment downside
The ability to form an independent view and defend an investment thesis
Strong written and verbal communication skills
Genuine interest in investing across private markets
Commercial judgement and intellectual curiosity
The maturity to operate with discretion in a private investment environment
Comfort working within a small team where individual contribution is highly visible
Relevant tertiary qualifications across Finance, Commerce, Business, Engineering, Property or Law; CA or CFA qualifications would be viewed favourably
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.
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.
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📌 Investment Analyst - Family Office (Melbourne)
🏢 Collins Executive Recruitment
📍 Melbourne