Junior Investment Analyst - Southern Suburbs, Cpt

This role is ideal for someone with strong commercial instincts, attention to detail, and a hunger to grow into a full deal originator over time. You’ll gain exposure to origination, analysis, due diligence, and portfolio monitoring, working closely with experienced investment professionals in a fast-paced, entrepreneurial environment where ownership, speed, and sharp thinking are valued.

If you’re ready to accelerate your career in deal-making and contribute to meaningful transactions, this is the opportunity to step in and make your mark.

• Competitive salary package
  
• Performance rewards
  
• Grow with a fast scaling and dedicated leadership team
  
• Excellence is a core value for this organisation

Origination Support

• Analyse
  industry trends and identify new prospects
  
• Contribute
  to drafting investment proposals, briefing notes, and term sheets.
  
• Arrange
  and manage engagements with all stakeholders
  

Transaction Analysis

• Develop
  and maintain financial models
  
• Perform
  initial feasibility reviews, including projections and sales absorption
  assumptions.
  
• Prepare
  credit screening notes, investment papers, and financial analyses for
  internal consideration.
  
• Support
  Investment Analysts in gathering and consolidating due diligence materials
  for new and ongoing deals.
  

Due Diligence & Execution

• Collect
  and structure information from clients such as budgets, plans, approvals,
  and market data.
  
• Work
  with third parties including valuers, legal advisors, and technical
  consultants to obtain required documentation.
  
• Monitor
  and update the conditions precedent (CP) register, ensuring timely
  resolution of outstanding items.
  
• Record
  and distribute minutes from key meetings.
  

Post-Close Monitoring

• Partner
  with Investment Analysts to track project drawdowns, milestones, and
  compliance obligations.
  
• Gather
  required documents promptly when processing drawdowns.
  
• Keep
  transaction files current with reports, financials, and ongoing
  correspondence.
  

General Support

• Maintain
  pipeline trackers and CRM systems to ensure accurate deal flow visibility.
  
• Prepare
  periodic reports for the Credit Committee and senior management.
  

Core Skills & Competencies

• Advanced
  analytical and numerical ability, with strong Excel skills.
  
• Solid
  grounding in development concepts.
  
• Highly
  organised with a strong eye for detail.
  
• Clear
  and professional communicator, both written and verbal.
  
• Effective
  team player with the ability to operate independently when needed.
  
• Skilled
  at handling client queries professionally and efficiently.
  
• Capable
  of balancing multiple transactions across different stages of the cycle.
  
• Able
  to focus on priority tasks while sustaining momentum on ongoing projects.
  
• Comfortable
  working in a demanding, fast-paced environment.
  

Requirements

• Bachelor’s degree in Finance, Accounting,
  Economics, or a related discipline.
  
• +/- 2 years’ professional experience in a lending,
  investment, or corporate finance environment, with exposure to transaction
  execution and analysis.
  
• Experience with financial modelling, credit
  assessment, or feasibility studies will be a strong advantage
  
• ​We’re looking for someone with experience supporting credit or deal-making teams and an understanding of the stakeholders involved in transactions.
  

What You Bring

• Ambition and drive to grow beyond the status quo
  

• Openness to feedback and eagerness to learn
  

• Composure and focus in high-pressure situations
  

• Clear, confident communication skills
  

• Strong judgment in spotting risks and offering solutions
  

Our Culture

• Ownership: We stand by our work and outcomes
  

• Velocity: We move fast and with purpose
  

• Entrepreneurial Spirit: We value commercial thinking and fresh ideas
  

Benefits

• Competitive salary package
  
• Performance rewards
  
• Grow with a fast scaling and dedicated leadership team
  
• Excellence is a core value for this organisation