AddressThe organisation is a leading alternative investment manager, focused on property debt, mid-market corporate debt and direct property investment. They hold strategic investments in a select number of innovative, high growth financial services businesses where their experience and track record add significant value for stakeholders. This organisation feels a deep sense of personal and collective responsibility to their people, co-investors, shareholders, and business partners, and they take pride in the strong performance of their investments over more than two decades.
The role:
This position is primarily responsible for working with the Senior Analyst in the Products team and the broader Private Capital team and other stakeholders to ensure effective, accurate and timely delivery of new funds from idea inception to launch. The role also involves enhancing existing funds in distribution capabilities, investor collateral and fund research ratings.
Additionally, the role will include assistance in the project and stakeholder management of various workstreams and the preparation of board
papers / packs and assisting with reporting and the communication of key ideas to senior leaders where appropriate.
A key function of the role will involve driving business success through ensuring high quality and accurate analysis and problem solving
by the individual and a strong willingness to understand the intricacies of the firm and the investment landscape. Your key responsibilities will include:
- Fund creation to fund management & project management
- Preparation of board papers / packs and assisting with reporting and the communication of key ideas to senior leaders where appropriate
- Analyse economics of the files
- Create pitch decks, assist with portfolio management (small function)
- Assist in the achievement of favourable fund research ratings as well as contributing to the annual review process
- Support the head of Private Capital and maintenance of compliance items
- Supporting project management for new opportunities to ensure wholistic and timely delivery of new opportunities
- Either directly or indirectly assist with the delivery of new funds, products, and other capital raising opportunities
- Increasing the fund’s distribution capabilities through the onboarding onto Platforms and preparing succinct investor collaterals
- Product development
The successful candidate will hold a tertiary qualification in finance, commerce, economics or similar, with 2 - 3 years’ experience of relevant experience in an investments manager / wealth firm / financial services or professional services related industries. Experience with Private Debt / Credit is not necessary but will be viewed more favorably. Excel experience is also highly regarded.
You are a self-starter with excellent communication, analytical and numeracy skills, and the ability to work effectively both autonomously, and as part of a team. You will also demonstrate the ability to take initiative and solve problems.
What's in it for you:
Excellent culture & great work/life balance, this opportunity is open to WFH arrangements as well as access to public transport & great cafe's/parks in the CBD when you are in the office. This company will allow you to work autonomously and as a part of a friendly team & environment.
Please apply via the link below, or for a confidential discussion contact Ella Toumazou on *********@sladegroup.com.au
