Expressions of Interest – Investment AnalystIntroductionThe Investment Analyst is responsible for delivering the end-to-end transaction process by completing ongoing, real-time business / financial / credit analysis and preparation of detailed papers to facilitate informed decisions.
The role will coordinate credit process by managing internal stakeholders in our Melbourne office.Work collaboratively to support Investment Directors and the wider investment team on new proposalsAdhere to internal systems, process and policy at all timesIn conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer lettersDraft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as requiredEnsure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframesAssimilate complex information with a view to enhancing investment opportunities by effectively communicating the strengths of each deal while recognising risk and demonstrating how this risk has been mitigatedLiaise with internal and external stakeholders throughout the transaction process, assisting with deal execution and due diligence to ensure that all conditions precedents (CPs) are satisfiedProfessionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as requiredManage and mitigate risk through effective collaboration with internal stakeholders and external advisorsModelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiriesRelationship Management:Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationshipsLiaise with clients,



third parties and key stakeholders throughout the credit process of a dealUtilise industry and local market insights to effectively communicate products and services to clientsIdentify and implement improvements relating to internal processesCompiling and sharing of industry knowledge and market intelligence to identify opportunities and trendsAssist with ongoing workflow process development and improvement using in-house proprietary software platformsSelection CriteriaInterpersonal / Communication Skills:It is essential that the successful candidate of this role possess the ability to:Communicate effectively (written and verbal)Build strong relationships based on trust and respectPersuade and influence the thoughts and actions of others to achieve optimal outcomesArticulate and persuasively present critical argumentBuild rapport and professional credibilityEducation, Experience, Skills & Knowledge:Co-ordination and writing of information memoranda and transaction papersFinancial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)A relevant degree in law, commerce or business (finance-related discipline)Solid commercial property finance acumenExperience developing and managing customer relationshipsAbility to work effectively under pressure and meet tight deadlinesStrong analytical and problem-solving abilityGood lateral thinker able to develop solutionsAbility to plan effectively and take accountability for delivering resultsStrong financial analysis and interpretation skillsAbility to negotiate and influenceCommitment to high standards of client service with a balanced focus on the commercial prioritiesActs ethically and with unquestionable integrityDesire and willingness to strive to achieve optimal resultsA flexible and agile approachA continual improvement mindset with a desire to continue to learn and growHow to applyWe look forward to receiving your application.
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📌 Expressions Of Interest – Investment Analyst (Victoria)
🏢 Maxcap Group
📍 Victoria