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    Investment Accountant/Analyst - Sydney, Australia - Michael Page

    Michael Page
    Michael Page Sydney, Australia

    5 days ago

    Michael Page background
    Permanent
    Description

    About Our Client

    This investment management firm located in the CBD, takes pride in prioritising client relationships by delivering superior returns while also fostering the expansion and development of promising SMEs. This opportunity offers a skilled Investment Accountant/Analyst the chance to gain exposure to a diverse array of industry clients and further enhance their current skill set.

    Job Description

    • Conduct financial analysis and due diligence on potential investment opportunities.
    • Prepare financial models and investment memos to evaluate the feasibility and profitability of investments.
    • Monitor and manage investment portfolios, analysing performance and identifying areas for optimisation.
    • Assist in the development and implementation of investment strategies to maximise returns and mitigate risks.
    • Collaborate with cross-functional teams including legal, operations, and portfolio management to support the investment process.
    • Stay abreast of industry trends, market developments, and regulatory changes to inform investment decisions.

    The Successful Applicant

    • Bachelor's degree in finance, Accounting, Economics, or related field. Master's degree or CFA designation preferred.
    • Proven experience in investment analysis, financial modelling, and portfolio management, preferably within the SME investment sector.
    • Strong analytical skills with the ability to interpret complex financial data and make informed investment decisions.
    • Excellent communication and presentation skills, with the ability to articulate investment strategies and findings to stakeholders.
    • Detail-oriented with a high level of accuracy and integrity.
    • Proficiency in financial analysis software and Microsoft Office suite.
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