Expressions of Interest – Investment Analyst

MaxCap Group; Australia; On-site; AUD 90,000 - 130,000; Full time

Job summary

MaxCap Group in Melbourne is seeking an Investment Analyst to support the end-to-end transaction process. You will deliver real-time financial analysis, prepare detailed papers, and coordinate with internal stakeholders throughout the credit cycle.

Responsibilities include drafting information memorandums, presenting to investment committees, and assisting with deal execution and due diligence to ensure timely, well-informed decisions. Strong communication and analytical skills are essential.

Qualifications

• Experience in financial services or property finance.
• Degree in law, commerce or finance.
• Ability to meet tight deadlines and work under pressure.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication.

Responsibilities

• Support Investment Directors and investment team on new proposals.
• Prepare information memorandums and credit papers for approval.
• Coordinate with internal and external stakeholders throughout the transaction.
• Model transactions and assist in structuring and pricing loan products.

Skills

Communication skills

Financial analysis

Stakeholder management

Deal structuring

Education

Bachelor's degree in finance/commerce/law

Job description

Expressions of Interest – Investment Analyst

Introduction

The Investment Analyst is responsible for delivering the end-to-end transaction process by completing ongoing, real-time business / financial / credit analysis and preparation of detailed papers to facilitate informed decisions. The role will coordinate credit process by managing internal stakeholders in our Melbourne office.

• Work collaboratively to support Investment Directors and the wider investment team on new proposals
• Adhere to internal systems, process and policy at all times
• In conjunction with internal stakeholders and external legal advisers prepare and document terms and conditions of offer letters
• Draft information memorandums and internal credit papers for approval and present overview to investment committee or institutional or private investors as required
• Ensure effective management of the transaction process, including internal and external stakeholders to meet agreed timeframes
• Assimilate complex information with a view to enhancing investment opportunities by effectively communicating the strengths of each deal while recognising risk and demonstrating how this risk has been mitigated
• Liaise with internal and external stakeholders throughout the transaction process, assisting with deal execution and due diligence to ensure that all conditions precedents (CPs) are satisfied
• Professionally and efficiently address concerns or queries raised by clients, third parties and key stakeholders; promptly escalate issues to senior team members as required
• Manage and mitigate risk through effective collaboration with internal stakeholders and external advisors
• Modelling transactions and assisting in structuring and pricing loan products and responding quickly to new business inquiries

Relationship Management:

• Maintain relationships with a portfolio of clients (corporate, private and institutional) focusing on building and sustaining deep customer relationships
• Liaise with clients, third parties and key stakeholders throughout the credit process of a deal
• Utilise industry and local market insights to effectively communicate products and services to clients
• Identify and implement improvements relating to internal processes
• Compiling and sharing of industry knowledge and market intelligence to identify opportunities and trends
• Assist with ongoing workflow process development and improvement using in-house proprietary software platforms

Selection Criteria

Interpersonal / Communication Skills:

It is essential that the successful candidate of this role possess the ability to:

• Communicate effectively (written and verbal)
• Build strong relationships based on trust and respect
• Persuade and influence the thoughts and actions of others to achieve optimal outcomes
• Articulate and persuasively present critical argument
• Build rapport and professional credibility

Education, Experience, Skills & Knowledge:

• Co-ordination and writing of information memoranda and transaction papers
• Financial services or commercial property experience (banks, financial institutions, private investment firms/groups or related professionals)
• A relevant degree in law, commerce or business (finance-related discipline)
• Strong commercial property finance acumen
• Experience developing and managing customer relationships
• Ability to work effectively under pressure and meet tight deadlines
• Strong analytical and problem-solving ability
• Good lateral thinker able to develop solutions
• Ability to plan effectively and take accountability for delivering results
• Strong financial analysis and interpretation skills
• Ability to negotiate and influence
• Commitment to high standards of client service with a balanced focus on the commercial priorities
• Acts ethically and with unquestionable integrity
• Desire and willingness to strive to achieve optimal results
• A flexible and agile approach
• A continual improvement mindset with a desire to continue to learn and grow

How to apply

We look forward to receiving your application. When you’re ready, simply click the Apply now button to submit your details.