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Our growing Private Equity client is focused on delivering value and impact in the growth industries around Tech, Healthcare and Services. You will work with a team of passionate, top tier professionals that are driving change in some of Australia’s most exciting privately owned companies. Our client is looking for a Sydney-based Investment Associate. 

Our client is currently looking for a junior member to join their investment team in a newly created Sydney-based Investment Associate role. This person will handle the following:  

  • Evaluate new investment opportunities, develop recommendations for the investment team, and conduct industry research, company analysis, and detailed commercial and financial due diligence. 
  • Understand the financial modelling techniques used in forecasting company performance, expected investment returns, and identification of key assumptions and sensitivities.  
  • Complete fact-based analytical projects on the highest priority issues for the boards and management teams 
  • Utilise your skills in programming, statistics, and business analysis to produce high-quality reports. 
  • Prepare presentations, documents, and reports for our clients, advisory board, and other stakeholders.  
  • Engage with management teams to identify and resolve issues. 

Key Qualifications for this role are the following: 

  • 2-4 years of experience in a top-tier consulting firm, investment bank, investment firm or advisory firm 
  • Solid understanding of corporate finance, M&A, due dilligence and investment concepts and the ability to build high quality financial models 
  • Effective communication skills, both written and spoken, and the ability to create and present client-facing documents 
  • The ability to assimilate data, synthesize insights and clearly articulate complex ideas 
  • An entrepreneurial drive and willingness to dig in and make things happen 
  • Passion for the investment process and working with smaller businesses 
  • Evidence of commercial, analytical, and financial acumen 
  • Maturity and the ability to work with management teams, senior advisors, and investors  

If this role excites you and you want to make a difference for different portfolios, then this job is for you. Contact Anika Stokes to be considered for the position. 

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Sydney-based Investment Associate

This Sydney-based Investment Associate which is Exclusive to Oaktree will take home an annual income of $150k to $200k base + super.

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