07 Oct
|
Zagames
|
Melbourne
Long-term thinking. Real influence. A seat close to the decisions.
The opportunity
Reporting to our Chief Investment Officer, you'll help build, manage and monitor a diversified multi-asset portfolio. Your analysis will be critical to the Investment Strategy and won't disappear into a pipeline. It shapes recommendations that go to the MD and Directors.
What you'll do
Partner with the CIO to develop and implement a long-term investment strategy aligned to group goals, liquidity needs and risk appetite
Deliver in-depth investment analysis, including valuation, performance attribution, scenario modelling and market research
Identify and evaluate new opportunities, external managers and financial products
Monitor portfolio performance and investment risk across market, credit, liquidity and operational exposures, including stress testing and sensitivity analysis
Work with Finance to produce high-quality reporting for the MD and Directors
Build strong relationships with fund managers, wealth advisers and other family offices, and with internal teams across finance, property and operations
Support negotiations with investment managers, brokers and financial institutions
Help bring AI tools into due diligence and everyday productivity
What you'll bring
5+ years' experience in investment management, portfolio construction and financial analysis, ideally with a fund manager or wealth adviser
Deep credit and equities investment expertise
Advanced financial modelling and Excel skills
Strong understanding of financial markets, asset classes and investment products, including structured products
Demonstrated investment risk management capability, including stress testing and scenario analysis
Sharp analytical and problem-solving skills, and the judgement to balance risk with opportunity
Clear, executive-level written and verbal communication
Experience supporting negotiations and managing external investment relationships
High integrity and discretion, with a clear understanding of confidentiality, conflict of interest and personal trading obligations
Highly regarded
Postgraduate qualifications in finance, economics or business
CFA, CA or CPA accreditation
Experience in a family office or private investment workplace
Experience using AI or data tools for investment research and due diligence
Why Zagame
Work directly with the CIO and alongside senior decision-makers in a family-owned business
Exposure across a genuinely diverse range of asset classes
Attractive Remuneration package with annual performance and salary reviews
Reward and Recognition programs
Modern corporate office in the heart of Hawthorn, close to public transport
For a confidential conversation, contact Soula Skliros, Head of Talent, Capability and People
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📌 Investment Analyst (Melbourne)
🏢 Zagames
📍 Melbourne