Senior Investment Associate

Senior Investment Associate
Company:

Robert Walters Australia


Details of the offer

A Senior Associate position for a fund looking for individuals with strong modelling capabilities.

What you'll do:

As a Senior Associate, you will play a pivotal role in supporting the investments team. Your primary responsibility will be to assist in delivering optimal risk, revenue, and profit outcomes from each transaction. You will have the opportunity to work closely with Directors and AD's in marketing, securing and closing transactions across the debt and equity space. Your role will also involve ensuring compliance with credit policies, contributing to maintaining positive relationships with stakeholders, managing deal information on internal systems, preparing research papers and submitting credit proposals.
Assist in marketing, securing and closing complex equity and credit transactionsEnsure all transactions comply with the mandateContribute to the maintenance of positive relationships with sponsors/borrowers/advisors/legal counsels/funds/bank customersLiaise positively with senior management and other parts of the team.Manage the end to end process of debt and equity transactions across a broad range of sectors.Prepare or contribute to research papers including attending industry seminars and presentationsSubmission of credit proposals and analysis and investment papersWhat you bring:

The ideal candidate for the Senior Associate position brings a wealth of experience in either the debt or equity/investments side. They are looking for individuals with an entrepreneurial mindset paired with a strong foundation doing transactions in equity and debt. They should hold an undergraduate degree in Business/Commerce/Law from a leading university. They are proficient in Microsoft products and have strong financial modelling skills. They have a deep understanding of financial and economic markets and are capable of independent research and analysis. Their strong interpersonal and presentation skills make them an effective communicator. They possess an analytical mindset and problem-solving skills, enabling them to tackle complex challenges.


Minimum of 3 years' experience in debt or equity roles within a bank/fund.Undergraduate Business / Commerce / Law Degree from a leading universityProficiency in the full suite of core Microsoft products, strong in financial modellingUnderstanding of financial and economic marketsAbility to engage in independent research & analysis of customers and marketsStrong interpersonal and presentation skillsEntrepreneurial & Analytical mindset and problem-solving skills
Strong Modelling skills are required.


Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Alana Sargant on 02 8289 3195 for a confidential discussion.
About the job Contract Type: FULL_TIME
Focus: Corporate / Consumer Banking
Workplace Type: On-site
Experience Level: Associate
Location: Sydney
Salary: Negotiable
Job Reference: 1963960/001
Date posted: 13 September 2024
Consultant: Alana Sargant
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Source: Talent2_Ppc

Job Function:

Requirements

Senior Investment Associate
Company:

Robert Walters Australia


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