Investment Analyst

Customware, Inc.; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Take initiative rewards

Entrepreneurial vibe

Mentorship program

Job summary

Energy Bay in Sydney is seeking an experienced Investment Analyst to join our Corporate and Investments team. You will conduct market research, build financial models and forecasts to support investment decisions, and evaluate performance of existing investments.

Collaborate with clients to understand their goals and risk tolerance, present findings to stakeholders, and stay current with market trends and regulatory changes affecting investments.

Qualifications

• Conduct thorough market research and analysis to identify investment opportunities.
• Prepare detailed financial models and forecasts to support investment decisions.
• Evaluate the performance of existing investments and recommend adjustments as necessary.
• Collaborate with clients to understand their investment goals and risk tolerance.
• Present findings and recommendations to stakeholders in a clear and concise manner.
• Stay updated on market trends, economic developments, and regulatory changes affecting investments.
• Assist in the preparation of investment reports and presentations for clients.

Responsibilities

• Conduct thorough market research and analysis to identify investment opportunities.
• Prepare detailed financial models and forecasts to support investment decisions.
• Evaluate the performance of existing investments and recommend adjustments as necessary.
• Collaborate with clients to understand their investment goals and risk tolerance.
• Present findings and recommendations to stakeholders in a clear and concise manner.
• Stay updated on market trends, economic developments, and regulatory changes affecting investments.
• Assist in the preparation of investment reports and presentations for clients.

Job description

At Energy Bay our mission is to design, integrate and operate distributed energy infrastructure that delivers scalable, sustainable outcomes, driving the future of energy transition for partner enterprises and customers.

Established in 2016, Energy Bay offers specialized distributed renewable energy solutions to facilitate enterprise customers and property landlords through the energy transition. Founded on the values of innovation, value creation and social responsibility, Energy Bay is reshaping how energy is delivered across retail, commercial, industrial and mixed‑use precincts.

An exciting opportunity has arisen for an experienced Investment Analyst to join our Corporate and Investments team.

Energy Bay prides itself on providing sustainable energy solutions to our customers. As a growing company with big dreams, we offer an exceptional working environment where you can expand your experience and be part of a meaningful mission to create a greener and cleaner future.

To learn more about Energy Bay please visitEnergy Bay

Energy Bay has a distinctly unique, transparent, and constructive company culture. We are a team focused on maximising the scale and impact we create in the energy transition. We are seeking to build on our existing culture and create a diverse team with wide range personal and professional experience, with a long‑term focus on execution and the highest standards of delivery.

Our Vision:

To be Australia’s most trusted partner in integrating distributed energy resources infrastructure and enabling sustainable progress towards the clean energy future.

Our Values:

Zero Harm | Enduring Solutions |Customer Driven |Trusted Partner

As the Investment Analyst, you will:

• Conduct thorough market research and analysis to identify investment opportunities.
• Prepare detailed financial models and forecasts to support investment decisions.
• Evaluate the performance of existing investments and recommend adjustments as necessary.
• Collaborate with clients to understand their investment goals and risk tolerance.
• Present findings and recommendations to stakeholders in a clear and concise manner.
• Stay updated on market trends, economic developments, and regulatory changes affecting investments.
• Assist in the preparation of investment reports and presentations for clients.

You will be successful in the role if you possess:

• Conduct thorough market research and analysis to identify investment opportunities.
• Prepare detailed financial models and forecasts to support investment decisions.
• Evaluate the performance of existing investments and recommend adjustments as necessary.
• Collaborate with clients to understand their investment goals and risk tolerance.
• Present findings and recommendations to stakeholders in a clear and concise manner.
• Stay updated on market trends, economic developments, and regulatory changes affecting investments.
• Assist in the preparation of investment reports and presentations for clients.

You’ll love working here because:

• We believe in responsibility and reward you for taking initiative
• We’re a successful, fast-growing company with an entrepreneurial vibe
• Comprehensive training and mentorship from experienced professionals

Energy Bay prides itself on being a diverse and equal employment opportunity employer that welcomes applications from people of all backgrounds and walks of life.