Financial Analyst

About us

Prime Financial Group is an Advice, Capital and Asset Management Group. We provide integrated Wealth Management, Corporate & Capital Advisory, Accounting & Business Advisory, SMSF and ESG Advisory to business owners, entrepreneurs and high-growth individuals. We believe in fostering a work environment that empowers and inspires our teams to thrive and reach their full potential. We recognise that our people are our most valuable asset, and we are committed to creating a culture that prioritises their well-being, growth, and success. It’s all about being at their Prime. We embrace diversity, equity and inclusion and believe it is key to our success. At Prime we know a key role of business is to create a positive impact on people and the planet. We’re committed to making a positive impact in the communities in which we live and work. In 2023 we became a certified carbon-measured business.

Qualifications & experience

• Experience: Several years of experience with an accounting firm, corporate advisory firm, investment manager, or other relevant finance fields
• Capital Market Knowledge: Familiarity with capital market concepts, including a general understanding of equity and debt security terms and valuation methodologies.
• Interest in Investing: Demonstrated interest in investing, either through previous professional experiences or in your personal capacity.
• Analytical Skills: Excellent financial analysis and financial modelling skills.
• Independence: Ability to work independently and effectively multitask in a fast-paced environment.
• Work Ethic: Strong work ethic with a commitment to delivering high-quality results.
• Communication Skills: Strong written, interpersonal, and communication skills.

Tasks & responsibilities

• Industry and Company Research: Conduct thorough research on industries and companies to identify potential investment opportunities.
• Analysis of Investment Opportunities: Evaluate public and private equity, quasi-equity, and private credit opportunities to support investment decision-making.
• Transaction and Due Diligence Support: Assist in transaction execution and due diligence processes to ensure comprehensive analysis and risk assessment.
• Financial Modelling: Develop and maintain complex financial models to support investment decision-making and portfolio monitoring.
• Valuation Analysis: Conduct valuation analysis using various methodologies to assess the fair value of investment opportunities.
• Portfolio Monitoring: Engage in ongoing monitoring of portfolio companies and communicate effectively with senior executives and board members.
• Preparation of Documents: Prepare presentations, information memorandums, board papers, and other transaction documents as required for investment processes

Benefits

• Flexible work from home arrangements
• Access to an Employee Assistance Program
• Performance based Incentives
• Learning and Development pathways for all our people.
• A Diverse and Inclusive Workplace
• A competitive Remuneration package with the opportunity for career acceleration in the dynamic field of investment management.