Financial Investment Adviser

Added
19 days ago
Type
Full time
Salary
Salary not provided

Related skills

risk management financial analysis excel financial modelling credit risk

📋 Description

  • Provide financial and investment analysis to support SME lending.
  • Analyse financial data, credit metrics, and market trends.
  • Assess credit and financial risk exposures; identify early warning signs.
  • Monitor portfolio performance; advise on restructuring and risk decisions.
  • Apply risk management frameworks aligned with risk appetite and objectives.
  • Prepare reports, forecasts, and insights for senior management.

🎯 Requirements

  • Bachelor’s degree in Finance, Economics, Accounting, or related field
  • CFA, CPA or similar qualifications highly regarded
  • Minimum 2 years in financial analysis, credit risk, or portfolio management
  • Experience in small business lending or commercial finance preferred
  • Demonstrated financial modelling, risk analysis, and portfolio management
  • Strong analytical, communication, and stakeholder engagement skills

🎁 Benefits

  • Collaborative flat team structure
  • Regular roadmap updates every 100 days
  • Flexible working policy with North Sydney base
  • 26 weeks paid parental leave
  • Office spaces designed for collaboration
  • Wellbeing and financial wellbeing benefits
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