Investment Accountant/Analyst - Investment Management

Our client operates as a growth-oriented SME investment firm, strategically positioned in the market to acquire and invest in SMEs with promising growth potential. This presents an exciting opportunity for an Investment Accountant/Analyst to join a thriving company with ample room for professional growth.

Client Details

This Investment Management firm located in the CBD, takes pride in prioritising client relationships by delivering superior returns while also fostering the expansion and development of promising SMEs. This opportunity offers a skilled Investment Accountant/Analyst the chance to gain exposure to a diverse array of industry clients and further enhance their current skill set.

Description

• Conduct financial analysis and due diligence on potential investment opportunities.
• Prepare financial models and investment memos to evaluate the feasibility and profitability of investments.
• Monitor and manage investment portfolios, analysing performance and identifying areas for optimisation.
• Assist in the development and implementation of investment strategies to maximise returns and mitigate risks.
• Collaborate with cross-functional teams including legal, operations, and portfolio management to support the investment process.
• Stay abreast of industry trends, market developments, and regulatory changes to inform investment decisions.

Profile

• Bachelor's degree in finance, Accounting, Economics, or related field. Master's degree or CFA designation preferred.
• Proven experience in investment analysis, financial modelling, and portfolio management, preferably within the SME investment sector.
• Strong analytical skills with the ability to interpret complex financial data and make informed investment decisions.
• Excellent communication and presentation skills, with the ability to articulate investment strategies and findings to stakeholders.
• Detail-oriented with a high level of accuracy and integrity.
• Proficiency in financial analysis software and Microsoft Office suite.

Job Offer

• Excellent remuneration package
• Hybrid working environment.
• CBD location.
• Culture of promoting internally
• Ability to gain exposure across a wide range of industry sectors.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Isabella Lacey at +61 2 8292 2264.