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

Robust 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 environment

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