Back to search

Investment Associate

Melbourne CBD Permanent Work from Home or Hybrid View Job Description
The Investment Associate will support the evaluation, execution, and management of private equity investments, including financial modelling, due diligence, market analysis, and transaction execution. The role will also work closely with senior investment professionals and portfolio company management teams on strategic initiatives, performance improvement, and value creation.
  • Learning Opportunities
  • Career Growth

About Our Client

Our client is a growing boutique private equity firm based in Melbourne CBD, investing in high-quality businesses with strong growth potential. The firm takes a hands-on approach to value creation, partnering closely with management teams across the full investment lifecycle.

Job Description

The Investment Associate will be responsible for:

  • Assessing and evaluating new investment opportunities across a range of sectors.
  • Conducting detailed financial, commercial, industry, and market analysis.
  • Building and maintaining financial models, including valuation, DCF & LBO, and investment returns analysis.
  • Supporting transaction execution across due diligence, structuring, financing, and completion.
  • Preparing investment papers, presentations, and recommendations for the Investment Committee.
  • Conducting industry and competitor research to support investment theses and opportunity assessment.
  • Supporting deal origination and maintaining relationships with advisers, intermediaries, and other market participants.
  • Working closely with portfolio company management teams on strategic initiatives, growth opportunities, and performance improvement.
  • Monitoring portfolio company financial and operational performance against budgets, forecasts, and investment plans.
  • Supporting bolt-on acquisitions, refinancing processes, and exit preparation.
  • Assisting senior investment professionals across all stages of the investment lifecycle.
  • Contributing to the continued growth and development of the firm's investment platform and portfolio.

The Successful Applicant

  • Approximately 2-5 years of relevant professional experience.
  • Experience within private equity, investment banking, corporate advisory, transaction services, valuations, strategy consulting, or a similar transaction-focused environment.
  • A degree in finance, commerce, economics, accounting, or a related field.
  • Strong financial modelling, valuation, and analytical capabilities.
  • Sound understanding of financial statements, corporate finance, and investment principles.
  • Experience working on transactions, investments, or complex commercial analysis.
  • Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Strong commercial acumen and an ability to form independent views on businesses and investment opportunities.
  • Confident stakeholder management skills with the ability to engage with senior executives, advisers, and investment professionals.
  • A proactive, entrepreneurial, and hands-on approach to problem-solving.
  • CFA, CA, or other relevant postgraduate qualifications are highly regarded but not essential.

What's on Offer

  • Competitive salary between $110,000 and $140,000 AUD.
  • Additional superannuation benefits.
  • Permanent position offering long-term career growth.
  • Convenient location in Melbourne CBD.



If this role fits your experience, for your skills and experience, we encourage you to apply.

Contact
Sebastian Freeland
Quote job ref
JN-102026-7116214
Phone number
+61386166242

Job summary

Function
Banking & Financial Services
Specialisation
Corporate Finance / Mergers & Acquisitions
Industry
Financial Services
Location
Melbourne CBD
Job Type
Permanent
Consultant name
Sebastian Freeland
Consultant phone
+61386166242
Job Reference
JN-102026-7116214
Work from Home
Work from Home or Hybrid

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know. Michael Page acknowledge and pay our respects to the Traditional Custodians of the land we operate on.