Investment Analyst

Investment Analyst – Access Wealth

Access is building a digital private wealth platform focused on alternative investments and institutional-grade infrastructure for HNW investors. We operate in a regulated environment where performance, security, and reliability matter. We’re now looking for an Investment Analyst to help scale our investment platform.

We are looking for an Analyst to support deal analysis, capital raise coordination, and execution across the Access investment platform. The role combines investment evaluation with hands-on operational execution and requires strong analytical skills, attention to detail, and the ability to manage multiple stakeholders.

Key Responsibilities

• Analyse investment opportunities and assess business drivers (revenue potential, platform relevance, investor demand).
• Coordinate the raise and execution workflow for each deal, including internal approvals, investor communications, and external counterparties.
• Support fund-of-funds activities: data collection, performance tracking, allocations, and Excel-based execution tasks.
• Prepare investment materials, presentations, and internal notes for IC and management.
• Contribute to platform development by identifying high-quality opportunities and improving internal processes.

Qualifications

• 2–3 years experience in FO, PE, or similar investment roles.
• Strong analytical and Excel skills; comfort with financial modelling.
• Ability to manage multiple workstreams and coordinate stakeholders.
• Excellent communication, structured thinking, and attention to detail.

Who You Are

• Proactive, resourceful, and execution-focused.
• Comfortable working across both investment analysis and operational tasks.
• Motivated to help build a high-quality investment platform and investor community.