Investment Analyst

Energy Bay Funds Management; Sydney; On-site; AUD 85,000 - 120,000; Full time

Job summary

Energy Bay Funds Management in Sydney seeks an Investment Analyst to deliver insightful market analysis and investment recommendations. You will help optimise portfolios and align with client objectives in a permanent, full-time role.

You'll conduct market research, build financial models, evaluate projects, and present findings to clients and stakeholders, working closely with a team of professionals to drive informed decisions.

Qualifications

• Bachelor’s degree in Finance, Economics, or a related field.
• Minimum 2 years' experience in investment analysis or financial modelling.
• Proficient in Excel and financial analysis software; Bloomberg familiarity.

Responsibilities

• Identify investment opportunities through market research.
• Prepare financial models and forecasts to support decisions.
• Evaluate investment projects for risk and viability.
• Collaborate with senior analysts to develop strategies.
• Present findings and recommendations to clients and stakeholders.
• Monitor and report on portfolio performance.
• Stay updated on market trends and regulatory changes.

Skills

Financial analysis

Financial modelling

Valuation techniques

Communication skills

Teamwork

Education

Bachelor's degree in Finance, Economics, Business

Tools

Excel

Bloomberg Terminal

Job description

As an Investment Analyst at our consultancy firm in Sydney, you will play a crucial role in providing insightful analysis and recommendations to guide our clients' investment strategies. Your expertise will contribute to the optimisation of investment portfolios, ensuring alignment with market trends and client objectives. This permanent, full-time position offers an exciting opportunity to work in a dynamic environment, collaborating with a team of professionals dedicated to delivering exceptional results.

Responsibilities:

• Conduct thorough market research and analysis to identify and evaluate potential investment opportunities.
• Prepare detailed financial models and forecasts to support investment decisions.
• Assist in the evaluation of potential investment projects, including their associated risks and financial viability.
• Collaborate with senior analysts and consultants to develop investment strategies.
• Present findings and recommendations to clients and internal stakeholders.
• Monitor and report on the performance of investment portfolios.
• Stay updated on market trends, economic developments, and regulatory changes.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 2 years' experience in investment analysis, financial modelling, or a closely related quantitative role.
• Strong analytical skills with proficiency in financial modelling and valuation techniques.
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to diverse audiences.
• Ability to work collaboratively in a team-oriented environment.
• Proficiency in Microsoft Excel and financial analysis software.
• Familiarity with Bloomberg Terminal or similar financial data platforms.