Investment Analyst (Teoh Capital)

Accounting / Auditing / Finance

About the Employer

Job Description

CLOUD ATLANTIC

Investment Analyst

Teoh Capital

  • Working from home allowance.
  • Company laptop provided.
  • Comprehensive medical insurance plan for you and your family.

Established in 2021, Cloud Atlantic has been supporting a successful well-established portfolio of SAAS and retail businesses across Australia, New Zealand, and South-East Asia. We employ capable people from a range of professional services including all technology areas, finance, property, people management services, and related operations. If you're looking for a challenging and rewarding career in a fast-paced and dynamic industry, apply today and become a part of our talented team at Cloud Atlantic.

Potential Role Overview

The role will support our client, Teoh Capital, a private equity firm in Australia, who invest in growing B2B software businesses with recurring revenues AU$1-50 million. We are seeking a talented Investment Analyst to join our dynamic team. As an Investment Analyst, you will play a crucial role in our investment strategy by conducting in-depth financial research, analyzing market trends, and providing valuable insights to support investment decisions.

Financial Analysis

  • Conduct in-depth financial analysis of potential investment opportunities, including reviewing financial statements, cash flows, valuation metrics.
  • Evaluate the financial health and performance of companies and industries to make informed investment recommendations.

Investment Due Diligence

  • Research and assess potential investments, analyzing market trends, and identifying key risk factors.
  • Create detailed investment reports and presentations to support investment decision-making.

Portfolio Management

  • Assist in managing and optimizing the company's investment portfolio, ensuring it aligns with the overall investment strategy.
  • Monitor and track the performance of existing investments and recommend adjustments as needed.

Market Research

  • Stay up-to-date with market trends, economic developments, and industry news to provide insights into potential investment opportunities and threats.

Risk Assessment

  • Conduct risk assessments and stress tests on investment portfolios to identify potential weaknesses and develop risk mitigation strategies.

About you

To succeed in this role you will require:

  • Bachelor's degree in Finance, Economics, or a related field.
  • Minimum of 2 years of work experience in a relevant financial role post-graduation.
  • Previous experience in a Big 4 accounting firm (PwC, EY, KPMG, Deloitte) or an investment bank is highly preferred.
  • Strong financial modeling skills and proficiency in financial analysis techniques.
  • Excellent communication and presentation skills.
  • Proficiency in financial software and tools.
  • A proactive and analytical mindset with a keen attention to detail.

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©2022 CLOUD ATLANTIC. ALL RIGHTS RESERVED. Due to the high volume of applications for our roles, we will respond only to candidates that have successfully progressed to the first stage of meeting with a member of our team.