The Investment Associate will support the evaluation, execution, and management of private equity investments, including financial modelling, due diligence, market analysis, and transaction execution. The role will also work closely with senior investment professionals and portfolio company management teams on strategic initiatives, performance improvement, and value creation.

Client Details

Our client is a growing boutique private equity firm based in Melbourne CBD, investing in high-quality businesses with solid growth potential. The firm takes a hands-on approach to value creation, partnering closely with management teams across the full investment lifecycle.

Description The Investment Associate will be responsible for:

- Assessing and evaluating new investment opportunities across a range of sectors.
- Conducting detailed financial, commercial, industry, and market analysis.
- Building and maintaining financial models, including valuation, DCF & LBO, and investment returns analysis.
- Supporting transaction execution across due diligence, structuring, financing, and completion.
- Preparing investment papers, presentations, and recommendations for the Investment Committee.
- Conducting industry and competitor research to support investment theses and opportunity assessment.
- Supporting deal origination and maintaining relationships with advisers, intermediaries, and other market participants.
- Working closely with portfolio company management teams on strategic initiatives, growth opportunities, and performance improvement.
- Monitoring portfolio company financial and operational performance against budgets, forecasts, and investment plans.
- Supporting bolt-on acquisitions, refinancing processes, and exit preparation.




- Assisting senior investment professionals across all stages of the investment lifecycle.
- Contributing to the continued growth and development of the firm's investment platform and portfolio.

Profile

- Approximately 2-5 years of relevant professional experience.
- Experience within private equity, investment banking, corporate advisory, transaction services, valuations, strategy consulting, or a similar transaction-focused environment.
- A degree in finance, commerce, economics, accounting, or a related field.
- Strong financial modelling, valuation, and analytical capabilities.
- Sound understanding of financial statements, corporate finance, and investment principles.
- Experience working on transactions, investments, or complex commercial analysis.
- Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
- Excellent written and verbal communication skills.
- Strong commercial acumen and an ability to form independent views on businesses and investment opportunities.
- Confident stakeholder management skills with the ability to engage with senior executives, advisers, and investment professionals.
- A proactive, entrepreneurial, and hands-on approach to problem-solving.
- CFA, CA, or other relevant postgraduate qualifications are highly regarded but not essential.

Job Offer

- Competitive salary between $110,000 and $140,000 AUD.
- Additional superannuation benefits.
- Permanent position offering long-term career growth.
- Convenient location in Melbourne CBD.

If this role fits your experience, for your skills and experience, we encourage you to apply.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Sebastian Freeland at *@michaelpage.com.au / 61386166***.

📌 Investment Associate (Melbourne)
🏢 Michael Page
📍 Melbourne