Investment Associate

Michael Page; City of Melbourne; On-site; AUD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive salary

Superannuation benefits

Permanent position

Melbourne CBD location

Job summary

Michael Page is recruiting an Investment Associate to support evaluation, execution, and management of private equity investments in Melbourne CBD. You will work with senior investment professionals and portfolio teams on strategic initiatives, performance improvement, and value creation.

The role requires 2–5 years in PE, IB, or related fields, strong modelling and analytics, and a degree in finance or related discipline. A hands-on, entrepreneurial approach is valued.

Qualifications

• 2-5 years of relevant professional experience.
• Experience in private equity, investment banking, corporate advisory, or similar transaction-focused environment.
• A degree in finance, commerce, economics, accounting, or related field.
• Strong financial modelling, valuation, and analytical capabilities.
• Sound understanding of financial statements, corporate finance, and investment principles.
• Experience working on transactions, investments, or complex commercial analysis.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong commercial acumen and ability to form independent views on businesses and investments.
• Confident stakeholder management with senior executives, advisers, and investment professionals.
• Proactive, entrepreneurial, hands-on problem-solving approach.
• CFA, CA, or related postgraduate qualifications highly regarded but not essential.

Responsibilities

• Assess and evaluate new investment opportunities across a range of sectors.
• Conduct detailed financial, commercial, industry, and market analysis.
• Build and maintain financial models, including valuation, DCF & LBO, and investment returns analysis.
• Support transaction execution across due diligence, structuring, financing, and completion.
• Prepare investment papers, presentations, and recommendations for the Investment Committee.
• Conduct industry and competitor research to support investment theses.
• Support deal origination and maintain relationships with advisers and market participants.
• Work with portfolio company management on strategic initiatives and growth opportunities.
• Monitor portfolio company performance against budgets and investment plans.
• Support bolt-on acquisitions, refinancing, and exit preparation.
• Assist senior investment professionals across all stages of the lifecycle.
• Contribute to growth and development of the firm’s investment platform.

Skills

Financial modelling

Valuation

Analytical capabilities

Stakeholder management

Communication

Problem solving

Entrepreneurial mindset

Education

Degree in finance

Tools

Excel

Job description

The Investment Associate will support the evaluation, execution, and management of private equity investments, including financial modelling, due diligence, market analysis, and transaction execution. The role will also work closely with senior investment professionals and portfolio company management teams on strategic initiatives, performance improvement, and value creation.

Our client is a growing boutique private equity firm based in Melbourne CBD, investing in high-quality businesses with strong growth potential. The firm takes a hands-on approach to value creation, partnering closely with management teams across the full investment lifecycle.

Description

The Investment Associate will be responsible for:

• Assessing and evaluating new investment opportunities across a range of sectors.
• Conducting detailed financial, commercial, industry, and market analysis.
• Building and maintaining financial models, including valuation, DCF & LBO, and investment returns analysis.
• Supporting transaction execution across due diligence, structuring, financing, and completion.
• Preparing investment papers, presentations, and recommendations for the Investment Committee.
• Conducting industry and competitor research to support investment theses and opportunity assessment.
• Supporting deal origination and maintaining relationships with advisers, intermediaries, and other market participants.
• Working closely with portfolio company management teams on strategic initiatives, growth opportunities, and performance improvement.
• Monitoring portfolio company financial and operational performance against budgets, forecasts, and investment plans.
• Supporting bolt-on acquisitions, refinancing processes, and exit preparation.
• Assisting senior investment professionals across all stages of the investment lifecycle.
• Contributing to the continued growth and development of the firm’s investment platform and portfolio.

Profile

• Approximately 2-5 years of relevant professional experience.
• Experience within private equity, investment banking, corporate advisory, transaction services, valuations, strategy consulting, or a similar transaction-focused environment.
• A degree in finance, commerce, economics, accounting, or a related field.
• Strong financial modelling, valuation, and analytical capabilities.
• Sound understanding of financial statements, corporate finance, and investment principles.
• Experience working on transactions, investments, or complex commercial analysis.
• Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong commercial acumen and an ability to form independent views on businesses and investment opportunities.
• Confident stakeholder management skills with the ability to engage with senior executives, advisers, and investment professionals.
• A proactive, entrepreneurial, and hands-on approach to problem-solving.
• CFA, CA, or other relevant postgraduate qualifications are highly regarded but not essential.

Job Offer

• Competitive salary between $110,000 and $140,000 AUD.
• Additional superannuation benefits.
• Permanent position offering long-term career growth.
• Convenient location in Melbourne CBD.