This role offers an exciting opportunity to be part of a fast-paced environment where you will be responsible for the evaluation, negotiation and underwriting of credit opportunities, as well as managing a portfolio of customers. The successful candidate will have a keen eye for detail, strong analytical skills and a collaborative mindset.
What you'll do:
As an Investment Associate, your role will be multifaceted with responsibilities ranging from growing a network of advisors to managing existing portfolios. You will be at the forefront of assessing potential lending transactions, ensuring they align with the firm's investment criteria, risk appetite, and return objectives. Your ability to independently lead investment processes will be crucial in this role. Additionally, you will play a supportive role in designing marketing materials and engaging in investor activities. Staying abreast with market trends and industry developments will also form an integral part of your role.
Proactively grow a network of advisors and deal referrers that expand the firm's origination platform. Assess the feasibility and suitability of potential lending transactions based on investment criteria, risk appetite, and return objectives. Prepare and present initial credit analysis and recommendations to senior team members. Independently lead investment processes including structuring and negotiating deals. Manage an existing portfolio of loans tracking loan performance. Support in the design and production of marketing, investor materials and investor activity. Identify and suggest potential improvements to internal processes and compliance. Stay updated on market trends, industry developments, and competitor activities within the Australian private debt sector. What you bring:
The ideal Investment Associate brings a wealth of experience from the financial sector along with a strong educational background. With at least 5 years' experience in credit fund management or corporate advisory roles, you are adept at navigating complex financial landscapes. Your exceptional communication skills complement your high attention to detail, enabling you to deliver clear reports identifying key messages or credit risks. Your strategic thinking abilities coupled with strong stakeholder management skills make you an asset to any team. A commitment towards continuous learning is also highly valued.
Bachelor's degree or higher (preferably in finance or accountancy) Minimum 5 years' experience in a credit fund, corporate advisory, corporate restructuring or loan workout experience. High level of attention to detail with excellent written and spoken communication skills Ability to think strategically Strong report writing skills; able to identify key message/credit risks clearly. Keenness to learn and pursue self-development initiatives What sets this company apart:
Our client is a renowned player in the financial sector, known for their commitment to excellence and integrity. They offer a supportive and inclusive work environment that fosters professional growth and development. Their team comprises of industry experts who are passionate about delivering exceptional service to their clients. This is an excellent opportunity to be part of a dynamic team and contribute towards their ongoing success.
What's next:
Ready to take the next step in your career? Don't miss out on this exciting opportunity!
Apply today by clicking on the link. We look forward to receiving your application!
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
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