MaxCap Group / About / Careers / Expressions of Interest – Investment Analyst

Expressions of Interest – Investment Analyst




Full Time




The 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.

Roles & Responsibilities

Credit Process:

  • Work collaboratively to support Investment Directors and the wider investment team on new proposals
  • Adhere to internal systems, process and policy at all times
  • In conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer letters
  • Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
  • Ensure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframes
  • Assimilate 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 mitigated
  • Liaise with internal and external stakeholders throughout the transaction process, assisting with deal execution and due diligence to ensure that all conditions precedents (CPs) are satisfied
  • Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
  • Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
  • Modelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiries

Relationship Management:

  • Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationships
  • Liaise with clients, third parties and key stakeholders throughout the credit process of a deal
  • Utilise industry and local market insights to effectively communicate products and services to clients
  • Identify and implement improvements relating to internal processes

Strategy & Planning:

  • Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
  • Assist with ongoing workflow process development and improvement using in-house proprietary software platforms

Selection Criteria

Culture Alignment:

We value:

  • Success
  • Ownership
  • Agility
  • Relationships
  • Integrity
  • S.O.A.R with Integrity

Interpersonal / 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 respect
  • Persuade and influence the thoughts and actions of others to achieve optimal outcomes
  • Articulate and persuasively present critical argument
  • Build rapport and professional credibility

Education, Experience, Skills & Knowledge: 

  • Co-ordination and writing of information memoranda and transaction papers
  • Financial 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)
  • Strong commercial property finance acumen
  • Experience developing and managing customer relationships

Personal Competencies:

  • Strong stakeholder management skills
  • Ability to work effectively under pressure and meet tight deadlines
  • Strong analytical and problem-solving ability
  • Good lateral thinker able to develop solutions
  • Ability to plan effectively and take accountability for delivering results
  • Strong financial analysis and interpretation skills
  • Ability to negotiate and influence
  • Commitment to high standards of client service with a balanced focus on the commercial priorities
  • Acts ethically and with unquestionable integrity
  • Desire and willingness to strive to achieve optimal results
  • A flexible and agile approach
  • A continual improvement mindset with a desire to continue to learn and grow
  • Attention to detail

Please send all applications through to our careers email