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