Job Description
Long-term thinking. Real influence. A seat close to the decisions.
The opportunity n
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 n
Partner with the CIO to develop and implement a long-term investment strategy aligned to group goals, liquidity needs and risk appetite
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Deliver in-depth investment analysis, including valuation, performance attribution, scenario modelling and market research
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Identify and evaluate new opportunities, external managers and financial products
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Monitor portfolio performance and investment risk across market, credit, liquidity and operational exposures, including stress testing and sensitivity analysis
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Work with Finance to produce high-quality reporting for the MD and Directors
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Build strong relationships with fund managers, wealth advisers and other family offices, and with internal teams across finance, property and operations
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Support negotiations with investment managers, brokers and financial institutions
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Help bring AI tools into due diligence and everyday productivity
What you'll bring n
5+ years' experience in investment management, portfolio construction and financial analysis, ideally with a fund manager or wealth adviser
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Deep credit and equities investment expertise
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Advanced financial modelling and Excel skills
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Strong understanding of financial markets, asset classes and investment products, including structured products
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Demonstrated investment risk management capability, including stress testing and scenario analysis
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Sharp analytical and problem-solving skills, and the judgement to balance risk with opportunity
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Clear, executive-level written and verbal communication
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Experience supporting negotiations and managing external investment relationships
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High integrity and discretion, with a clear understanding of confidentiality, conflict of interest and personal trading obligations
Highly regarded n
Postgraduate qualifications in finance, economics or business
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CFA, CA or CPA accreditation
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Experience in a family office or private investment environment
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Experience using AI or data tools for investment research and due diligence
Why Zagame n
Work directly with the CIO and alongside senior decision-makers in a family-owned business
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Exposure across a genuinely diverse range of asset classes
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Attractive Remuneration package with annual performance and salary reviews
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Reward and Recognition programs
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Contemporary corporate office in the heart of Hawthorn, close to public transport
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For a confidential conversation, contact Soula Skliros, Head of Talent, Capability and People
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📌 Investment Analyst (Melbourne)
🏢 Zagames
📍 Melbourne