Associate Investment Manager

Position Overview

Job title Associate Investment Manager
Office location Sydney or Melbourne
Reports to Tania Sulan, Chief Investment Officer
Direct reports N/A
Key relationships / stakeholders Investment Managers / CIO Australia

Key role responsibilities

The role requires you to undertake a broad range of duties, such as;

Due Diligence

  • Conducting due diligence on prospective funding opportunities as part of the assessment of suitability for investment (including legal, factual, capacity to pay and recoverability issues);
  • Liaising with Investment Managers regarding the legal and financial merits of funding various opportunities with a view to assessing suitability of a matter for investment
  • Preparation of document summaries, chronologies, legal research memoranda and briefs to counsel as required;
  • Assisting with the preparation of internal key investment documents including non-disclosure agreements, terms sheets, due diligence reports, litigation funding agreements and associated documents;

Case Management

  • Assisting with project management services on funded matters, as required;
  • Liaising with client and law firm stakeholders as required;
  • Assisting with internal management reporting on matters;

Business Development and Marketing

  • Assisting with marketing activities including attending and participating in presentations, seminars, conferences assisting with drafting articles, papers, submissions, liaising, developing and maintaining relationships with law firms and corporate clients.
  • Undertaking legal and/or financial analysis of relevant markets, market conditions or other issues as directed;
  • Monitoring the financial, insolvency and legal markets in order to identify potential funding opportunities.

Key role technical and behavioural competencies

  • The ability to be self-motivated, outcome focused, influential, robust, commercial and passionate;
  • Critical thinking and problem-solving skills
  • Effective time management skills
  • Financial acumen
  • Strong verbal and written communication skills
  • Display and apply a collaborative team approach
  • Capacity to work autonomously
  • Strong relationship management skills with internal and external stakeholders
  • Negotiating skills
  • Integrity and accountability


Required experience

The role requires you to have;

  • Substantive legal knowledge;
  • Knowledge of the courts and litigation process;
  • Computer literacy with the ability to function in an organization that relies on electronic systems.

An understanding of:

  • Financial reporting and the ability to financially analyse public and private companies and trust structures and/or a willingness to acquire that knowledge;
  • The Corporations Act 2001and/or willingness to acquire that knowledge;
  • Insolvency procedure and law and/or a willingness to acquire that knowledge. 

Required education and qualifications

  • Law degree
  • At least two years’ experience as a solicitor in a law firm