Associate Director

As an Associate Director in Investment Services, you will be at the heart of transformative projects across seven priority sectors, including resources, renewables, medical science, and more. This position offers you the chance to work on high-value deals, collaborate with expert teams across finance, legal, risk, and investments, and build influential networks spanning government and private industry.

• Act as the primary contact for all debt and equity deals within Investment Services, ensuring seamless communication between internal teams and external market participants throughout each transaction’s lifecycle.
• Establish and nurture key relationships with stakeholders across Investments, Legal, Risk, Finance teams as well as third-party providers to ensure operational processes are followed meticulously.
• Coordinate deal documentation and term sheets by planning timetables that align with operational requirements while maintaining strict adherence to regulatory standards.
• Manage workloads effectively to guarantee that all deal milestones, deliverables, and timetables are consistently met without compromising quality or compliance.
• Liaise closely with agents and finance parties during the full term of each deal to facilitate smooth execution of agreements and ongoing lifecycle management.
• Monitor utilisation requests and settlement payments by seeking necessary approvals and submitting accurate documentation for drawdowns or repayments.
• Perform principal and interest calculations regularly; maintain reconciliations; report on portfolio transactions; and ensure accuracy in cash flow forecasting models.
• Oversee covenant monitoring through diligent collection, analysis, coordination, and distribution of financial data to relevant teams for informed decision-making.
• Coordinate waivers, amendments, accession documents, lender consents across multiple teams as required to support evolving transaction needs.
• Document processes and procedures thoroughly while participating actively in audits or special projects aimed at enhancing operational excellence.

What you bring:

To excel as an Associate Director, you will bring extensive experience from roles involving complex financial transactions—ideally gained within leading fund managers or investment banks. Your background should reflect deep familiarity with both debt and equity investments as well as hands-on involvement in private equity or venture capital environments. You possess not only technical expertise but also outstanding interpersonal skills that enable you to build trust-based relationships with colleagues at all levels. Your approach is grounded in attention to detail; you are adept at managing multiple priorities simultaneously while ensuring compliance with regulatory frameworks. A natural collaborator who thrives in inclusive settings, you value open communication and demonstrate empathy when working alongside others. Your commitment to continuous improvement means you’re always looking for ways to streamline processes or enhance internal controls—making you an invaluable asset to any forward-thinking investment team.

• A bachelor’s degree in finance or a related field is essential for understanding the complexities of investment operations within this role.
• At least seven years’ proven experience in a similar capacity with another fund manager, investment bank or financial services organisation demonstrates your readiness for this senior position.
• Experience working with private equity, private credit or venture capital investments is highly desirable as it provides valuable insight into diverse asset classes.
• Strong analytical skills enable you to translate complex data into actionable insights for both investment teams and broader stakeholders.
• Proficiency using investment management software ensures efficient handling of transaction records and portfolio analytics.
• A solid grasp of accounting principles, financial markets dynamics, and relevant accounting standards underpins your ability to manage intricate deal structures effectively.
• Demonstrated experience managing senior stakeholders highlights your interpersonal skills and ability to foster collaborative relationships across departments.
• Excellent written communication skills combined with advanced Excel capabilities allow you to produce clear reports and maintain precise documentation.
• A team-oriented mindset coupled with strong interpersonal abilities supports harmonious collaboration within multi-disciplinary groups.

What sets this company apart:

This organisation stands apart as a pioneering force dedicated to transforming Australia’s industrial landscape through strategic investment across seven high-priority sectors. Established by the Australian Government in 2023 with a clear mandate for national impact, it offers employees the chance to contribute meaningfully towards projects that drive real change—from renewable energy initiatives to advancements in medical science. The culture here is built on shared values: curiosity is encouraged; collaboration is celebrated; inclusivity is woven into every interaction; empathy shapes leadership decisions; action-orientation ensures progress; tenacity fuels achievement. Employees benefit from flexible working arrangements across several major cities—enabling work-life balance without sacrificing career ambition. Professional development is prioritised through access to training opportunities and knowledge-sharing networks spanning government agencies as well as private sector leaders. Above all else, this is an environment where every individual’s contribution matters—and where your efforts can help realise Australia’s full potential for innovation on a global stage.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Chloe Maher on +61 2 8289 3190 for a confidential discussion.