Investment Associate
Investment Associate, Renewables & Energy Storage
Enemix Group, on behalf of our client | Sydney, NSW | Full time, permanent
Our client is an Australian energy infrastructure investor and developer that acquires, develops, constructs and manages a portfolio of Battery Energy Storage System (BESS) assets across the NEM and WEM. They're a small, high-performing team at a pivotal stage of growth, with M&A activity underway and a portfolio moving from development into operation.
This is a role where your analysis is used directly in decision making. You won't be several layers from the action, and you'll have the chance to shape how the team uses AI rather than inherit someone else's approach.
The role
In this role, you will be provide the financial analysis, modelling and reporting behind the business's investment, financing and portfolio decisions. This covers the full lifecycle, from screening and due diligence through to financial close and into operations.
Key responsibilities
• Develop, maintain and review financial models, forecasts, and cash flow analyses to support budgeting, financial planning, and business operations, including valuation scenario and sensitivity analysis.
• Review financial models and financial information, ensuring accuracy, reconciliation, and compliance with internal controls, accounting policies, and reporting requirements.
• Prepare financial analysis and supporting documentation for financing activities, and liaise with banks and funding providers through to financial close in relation to financial information and reporting requirements.
• Prepare financial performance, management and stakeholder reports, including analysis of budgets, forecasts and investment outcomes.
• Support M&A and development transactions through due diligence, financial investigations and analysis of transaction data.
• Contribute to financial sections of investment memoranda, Investment Committee papers and Board reports.
• Work with internal and external stakeholders to assess market and business developments and their financial reporting, budgeting, and forecasting implications.
• Lead the team's use of AI and automation in financial analysis and reporting, with clear controls over accuracy, confidentiality and data integrity.
• Assist in budgeting, forecasting, capital management and financial risk assessment activities of investment projects.
• Assist in preparation and review of periodic financial reports, ensuring compliance with organisational policies, accounting standards and reporting requirements.
• Support the maintenance and continuous improvement of financial controls, reporting processes and accounting procedures.
About you
• Typically 2 to 4 years' experience in financial analysis within one of:
- investment, infrastructure or energy
- project finance or debt advisory
- investment banking
- transaction services or Big 4 corporate finance.
• A degree in accounting, finance, economics or a related discipline. CA, CPA or CFA, completed or in progress, is desirable.
• Strong financial modelling skills, building from scratch in Excel.
• Practical fluency with AI tools in an analytical setting, and a clear view of where they can and can't be relied on.
• Confidence dealing with lenders, advisers and external specialists, with the instinct to ask what a number actually means.
• A working understanding of electricity markets is an advantage.
Why this role
You'll get exposure across deal types, financing and portfolio management that would take years to reach at a larger firm. You'll also be a visible part of a business shaping Australia's energy transition.