Job Details

Senior Analyst, Investments

Category:

Banking & Finance

Employment Type:

Full Time

Industry:

Investment Banking

Contact Name:

Contact Email:

Contact Phone:

Date Published:

23-Apr-2025

Job Description:

Senior Analyst – Investments

Are you a commercially minded finance professional looking to broaden your impact in the investment space? This is a rare opportunity to step into a dynamic, high-profile role within a leading institutional investment environment, supporting a diverse and evolving portfolio.

The Opportunity
We’re working with a respected investment organisation to recruit a Senior Analyst for a commercially focused role spanning investment governance, valuation review, and strategic advisory work.

You’ll work across a sophisticated portfolio—supporting investment teams by providing independent insights, conducting valuation analysis, and helping to shape risk-aware, commercially sound decision-making. This is a high-visibility opportunity with significant stakeholder engagement and clear pathways for progression.

Key Responsibilities

  • Conduct independent reviews of valuations and provide analytical insights
  • Support investment teams with transaction oversight, operational review, and controls
  • Assist with mandate compliance, governance processes, and risk identification
  • Partner with stakeholders across investments, strategy, and risk functions
  • Contribute to the development and enhancement of investment frameworks and policies
About You
  • 5+ years’ experience in investment management, Big 4 (Deals, Valuations, Risk), or advisory
  • Strong commercial acumen with a focus on analysis, governance, and stakeholder engagement
  • Advanced Excel skills; familiarity with tools like Power BI or VBA is a plus
  • Confident communicator with the ability to work across investment and corporate teams
Why Apply?
  • Rare opportunity to step into a strategic, investment-focused role
  • Join a values-led organisation with a strong internal mobility track record
  • Gain exposure to a wide array of investments across global markets
  • Flexible working options and genuine career development
If you're looking to move beyond a purely technical role and contribute meaningfully to investment decisions and strategy, this could be the ideal next step.

Apply now or reach out to Haydn Furness at Perigon Group for a confidential discussion - haydn.furness@perigongroup.com.au

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