Analyst - Investments

Adelaide, SA, AUOn-siteIndividual contributorFound today
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financial modelinginvestment analysisportfolio managementdue diligencemarket analysis

About Us

Duxton Capital Australia is a leading Australian investment firm with a focus on sustainable agriculture and hospitality. We offer a diverse range of investment opportunities in various agricultural sectors, as well as contributing to South Australia's vibrant food and beverage scene. We work with investors and industry stakeholders to deliver investment solutions, manage risk and support long-term financial performance.

About the Role

We are seeking a motivated and analytical Analyst – Investment to join our team in Adelaide. You will provide investment analysis, financial modelling, transactional and portfolio management support across our carbon, water and horticultural projects. Working closely with investors and internal stakeholders, you will help shape investment strategies and deliver on business objectives.

The day-to-day will include assessing new investment opportunities, developing and maintaining financial models, supporting investment transactions from origination through to completion, and monitoring the performance of our portfolio.

Key Responsibilities

  • Analyse and assess investment opportunities across carbon, water and horticultural projects, including carbon project development, water entitlements and horticultural assets;
  • Develop and maintain financial models, including cash flow forecasts, NPV, IRR, sensitivity analysis and investment valuations;
  • Prepare business cases and financial analysis to support investment decisions;
  • Assist with financial due diligence, investment negotiations and transaction execution;
  • Support the purchase and sale of investments, including water entitlements, Australian Carbon Credit Units (ACCUs), horticultural assets and securities;
  • Engage with existing and prospective investors to understand their investment objectives, financial circumstances and risk appetite;
  • Assist in developing investment strategies and preparing investor presentations, reports and capital raising materials;
  • Monitor portfolio performance, market trends and investment risks, and recommend adjustments to investment strategies;
  • Analyse carbon market regulations, water policies, commodity prices and other market developments affecting investment performance;
  • Assist with portfolio budgeting, forecasting, operational planning and financial reporting;
  • Coordinate with Finance, Legal, Business Development and external service providers regarding investment transactions, contracts and reporting;
  • Support the management of investment funds, unit trusts and managed investment schemes;
  • Assist with regulatory compliance requirements, including AFSL, ASIC and applicable superannuation obligations; and
  • Prepare investment performance reports, asset valuations and financial information for management, investors and the Board.

Qualifications, Skills and Experience Requirements

Essential:

  • Bachelor's degree in business, Economics, Finance or a related discipline, or at least five years of relevant experience in lieu of a formal qualification.
  • Strong understanding of financial valuation principles and investment analysis.
  • Demonstrated financial modelling skills, including three-way financial models.
  • Advanced analytical and numerical skills, with strong attention to detail.
  • Proficiency in Microsoft Office applications and the ability to use and learn financial modelling and analytical software.
  • Strong written and verbal communication skills.
  • Sound interpersonal, negotiation and problem-solving skills.
  • Ability to work collaboratively with internal stakeholders, investors and external service providers.
  • Strong organisational skills and a willingness to learn and develop professionally.

Desirable:

  • At least two years' experience in finance, investment analysis or a related role.
  • Experience in financial modelling, investment valuations, portfolio analysis or investment transactions.
  • Knowledge of carbon, water, agricultural or horticultural investment markets.

Why Duxton?

Duxton fosters an environment that is supportive and collaborative and is committed to seeing all employees excel. You will enjoy:

  • Professional development programs
  • Employee Assistance Program
  • Wine, food and beverage discounts
  • Immunisation programs
  • Special occasion team events
  • Casual days
  • Yearly performance review and bonus structure

How to Apply

Interested applicants are invited to submit their resume and cover letter outlining their relevant qualifications, skills and experience via the application link.

Work Location: In person

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Duxton Capital AustraliaAnalyst - Investments
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