Introduction

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 product 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 professional)
• 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