Investment Analyst at FourQuarters in Melbourne

Investment Analyst – Family Office

The Client
Our client is a privately held family office located in Melbourne CBD. The office manages the wealth, investments, and philanthropic endeavors of a high-net-worth family, with a core mission to preserve and grow generational wealth. Their approach is defined by disciplined long-term investing, values-aligned decision-making, and a diversified portfolio that spans public and private equities, venture capital, real estate, and alternative assets.

The Opportunity
This is a unique opportunity for a highly motivated and detail-oriented Investment Analyst to join a dynamic and collaborative team. The successful candidate will begin with a focus on investment operations, gaining deep exposure to portfolio infrastructure and reporting, with a clear path toward assuming broader front-office responsibilities. This role offers long-term career development and the opportunity to work closely with decision-makers in a flat organizational structure.

Location
Melbourne, Victoria

Reports to
Chief Investment Officer / Investment Committee

The Position

Key Responsibilities

• Support the operational integrity of the investment portfolio, including trade execution, settlement, and reconciliation.
• Maintain and update detailed investment records and assist in managing portfolio cash flows.
• Prepare and distribute regular performance, risk, and exposure reports for internal stakeholders.
• Liaise with custodians, fund managers, accountants, and service providers to ensure accurate and timely data and reporting.
• Assist in ensuring adherence to internal investment mandates and external regulatory compliance.
• Contribute to ongoing process improvement initiatives, including automation of reporting systems.
• Over time, support investment decision-making through research and analysis across asset classes and geographies.
• Conduct due diligence on direct investments, funds, and co-investment opportunities.
• Develop and maintain financial models; prepare investment memos and participate in presentations to the investment committee.
• Assist in portfolio monitoring, rebalancing, and performance evaluation.

The Ideal Candidate

Qualifications:

• Bachelor’s degree in Finance, Economics, Commerce, or a related discipline.
• 3–5 years of experience in both investment operations and investment analysis highly regarded.
• Strong analytical, numerical, and problem-solving abilities.
• High attention to detail with excellent organizational skills and the ability to manage multiple priorities.
• Advanced proficiency in Excel and financial modeling; familiarity with investment systems or portfolio management tools is advantageous.
• Clear and professional communication skills, both verbal and written.
• CFA designation or progress toward it is highly valued.

What’s on Offer

• Exposure to a diverse, sophisticated, and values-driven multi-asset portfolio.
• Direct access to senior investment professionals in a highly collaborative and flat team structure.
• A long-term career development opportunity within a mission-driven private family office setting.

Application Process
To express interest or request further information, please contact Jordan Cavani at 0432 408 131 or via email at [email protected]. Alternatively, you may apply directly by submitting your resume through the application link.