Investment Manager

Numbers Executive Search and Recruitment; Sydney; On-site; AUD 180,000 - 260,000; Full time

Job summary

Numbers Executive Search and Recruitment has partnered with a leading investment organisation to identify an Associate Director to support origination and execution of new investments. You will own transactions from initial concept through financial close, evaluating, structuring and negotiating outcomes.

You will conduct financial and credit analysis, coordinate due diligence, prepare investment recommendations and guide deals through governance processes including Investment Committee and

Qualifications

• 7+ years' experience originating, structuring and executing complex transactions in institutional banking, private credit, private equity, funds management or similar.
• End-to-end transaction management including structuring, negotiation, risk assessment, due diligence, modelling, valuation and documentation.
• Strong communication and relationship-management skills with sponsors, clients, advisers and co-investors.

Responsibilities

• Sourcing, structuring and executing investments across debt and equity instruments.
• Coordinate diligence workstreams and guide transactions through internal governance including Investment Committee and Board review.
• Develop innovative capital structures and maintain stakeholder relationships across multiple financing products.

Job description

Our client is a highly regarded investment organisation that provides capital to a broad range of projects, businesses and technologies through flexible financing solutions, including senior debt, mezzanine capital and equity investments. As the platform continues to expand, an opportunity has arisen for an experienced investment professional with strong execution capabilities to support the origination and execution of new investments.

The Opportunity

The Associate Director will play an integral role in the sourcing, structuring and execution of complex debt and equity investments. Taking ownership of transactions through the entire lifecycle, from initial stages through to financial close, you will be responsible for evaluating, structuring and negotiating commercial outcomes which will include conducting financial and credit analysis, coordinating diligence workstreams, preparing investment recommendations and guiding transactions through internal governance and approval processes, including Investment Committee and Board review. Working across a range of financing solutions, the Associate Director will help design innovative capital structures that facilitate investment into a range of sectors. The role also offers significant stakeholder engagement, with responsibility for developing and maintaining trusted relationships with sponsors, clients, advisers, co-investors and broader market participants.

Required Skills & Experience

The successful candidate will bring 7+ years' experience originating, structuring and executing complex transactions within institutional banking, private credit, private equity, funds management or a comparable investment environment. You will have a demonstrated track record in managing transactions end-to-end, including commercial structuring and negotiation, risk assessment and mitigation, due diligence management, financial modelling, valuation, credit analysis and transaction documentation. Experience working across multiple financing products and investment structures, together with the ability to evaluate both corporate and project-related risks, will be essential. Exposure to, or a strong interest in, agriculture, forestry and carbon markets would be viewed favourably. Equally important are your communication and relationship management capabilities. You are a pragmatic and commercially minded professional who can balance analytical depth with practical decision-making, while building strong relationships and working effectively within high-performing, collaborative teams.