Investment Associate - Melbourne, Victoria

Manage onboarding of new clients including account openings documentation Oversee day-to-day portfolio administration maintain accurate client records Liaise daily with clients internal teams external providers to resolve queries deliver seamless service Provide proactive client ...

The role sits within client facing advisory team and role requires delivering high‑quality financial support to advisors, and client service. The role blends analysis, client support, and administrative functions to help manage and grow client wealth. · Liaise daily with clients. ...

About The Company is hiring an Investment Associate. As an Investment Associate, you'll support end-to-end investment and M&A activities across renewable energy projects and platforms. · ...

This role sits at the centre of commercial evaluation, investment decisions and major project execution. · ...

The role involves managing onboarding of new clients, overseeing portfolio administration and providing support to investment advisors. · ...

Wealth Admin Client onboarding · Manage onboarding of new clients, including account openings and documentation. · Oversee day-to-day portfolio administration and maintain accurate client records. · Provide support to investment advisors in coordination of administration. · ...

Careers with Impact. More than one million Australians trust HESTA with their money. · This is a fantastic opportunity to develop your experience and knowledge in investing in Unlisted Assets. · ...

About The Role As an Investment Associate you'll support end-to-end investment and M&A activities across renewable energy projects and platforms. · You'll work closely with senior leaders to assess opportunities build models coordinate due diligence and prepare investment papers. ...

An opportunity has arisen to join a sophisticated private investment group specialising in mining, resources and critical minerals. · ...

Client onboarding Associate supports the investment team with account openings and day-to-day portfolio administration. · Minimum 2+ years experience in wealth management or a client-facing financial services role · ...

This is an exceptional opportunity to develop your experience and knowledge in investing in Unlisted Assets. Join the Unlisted Assets team at HESTA as an Investment Associate and help our Investment Managers deploy capital into global investment opportunities across Infrastructur ...

Leading investment bank seeking Investment Banking Associate for Melbourne team. · Execute M&A mandates, capital raisings and strategic advisory engagements · Build detailed financial models to support valuation, scenario analysis and deal structuring · Undertake industry researc ...

We are working with a leading investment banking platform that is looking to add an Associate to their team. · The firm advises across Technology, Healthcare, · and General Industrials, · providing exposure to high-quality transactions and clients. ...

+Job summary · This is a hands-on role offering the opportunity to work across the full deal lifecycle — from early feasibility to financial close — while helping shape assets that make a meaningful community impact. · +Oversee, build, and maintain detailed project finance models ...

This Investment Banking Associate role involves M&A transactions with ASX100 Corporates and global Investors. · ...

We are working with a leading investment banking platform that is looking to add an Associate to their team. · Strong financial modelling skills. · Transaction execution skills. · The ability to manage workstreams. · ...

We are working with a leading investment banking platform that is looking to add an Associate to their team.This opportunity is suited to candidates with 3-5 years' experience in M&A or corporate finance. · ...

Job summary:Investment Banking Associate · Our client is looking to add an additional Associate - Generalist into their team based in Sydney or Melbourne. · This position is focused on M&A transactions but there will be an element of ECM Advisory.Ideally you would currently be in ...

We have a fantastic opportunity available for an experienced Associate (Investment Advice) · Key Responsibilities:Preparing analysis and reports in advance of client meetings. · Client administration including file maintenance account set-up off-market transfers corporate action ...

A fantastic opportunity has become available for an experienced Associate · (Investment Advice) to join our Portfolio Management division based in Melbourne. · We are seeking a technically skilled and personable individual to join an intimate team of portfolio investment special ...