Analyst, Portfolio Management

Barings; Sydney; On-site; AUD 60,000 - 90,000; Full time

Job summary

Barings Real Estate Australia (BREA) is seeking an Analyst in the Portfolio Management function. You will work with global teams to support APAC fund launches, client inquiries, and fundraising initiatives from Sydney.

The role involves creating marketing materials, producing monthly/quarterly portfolio reports, and collaborating with Investment, Finance, and Legal teams to ensure timely, accurate deliverables. Long-term progression opportunities are available.

Qualifications

• Bachelor’s degree in business, finance, real estate, sales, communications, or related field.
• 0-3 years of relevant work experience.
• Strong written and communication skills for presentations, reports, and proposals.
• Relationship management and team player with integrity and ownership of tasks.
• Strong project management and attention to detail.

Responsibilities

• Engage with Australian and global colleagues to assist and execute on product launches and growth initiatives across APAC funds and SMA’s.
• Support fund raising for equity and debt funds and SMA’s.
• Create and maintain regularly scheduled and ad-hoc marketing materials such as pitch books and fact sheets.
• Be the point of contact for client queries, managing multiple work streams and data requests.
• Collaborate across Investment Team, Finance, Sales, Compliance, Legal, and other units to ensure accurate data.
• Produce portfolio reports and support quarterly reporting and advisory board meetings.
• Assist portfolio management and senior leadership with internal reporting and business strategy.
• Create and maintain production workflow reports tracking activity and fundraising trends.

Skills

Written communication

Client relationship management

Team player

Project management

Attention to detail

Education

Bachelor’s degree (business/finance/real estate)

Job description

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

Barings Real Estate Australia (BREA) is seeking an outstanding candidate to join the Portfolio Management function as an Analyst. This role reports to the Head of Investment Management, BREA (Sydney).

A successful candidate for the role will have a desire to succeed in portfolio management and have the capability to work in a dynamic team environment with multiple global internal and external stakeholders. The role has long-term opportunities for progression and development within the organisation.

Primary Responsibilities

• Engage with Australian and global colleagues to assist and execute on product launches and growth initiatives across APAC funds and separate managed accounts (SMA’s).
• Support fund raising for equity and debt funds and SMA’s.
• Responsible for the creation and maintenance of all regularly scheduled and ad-hoc marketing materials such as pitch books and fact sheets.
• Point of contact for client queries managing multiple work streams, RFP deliverables, ad-hoc data requests, maintaining a client data room and assisting with onboarding requirements.
• Collaborate with multiple business units: Investment Team, Asset Management, Development Management, Finance, Sales, Client Portfolio Management, Product Management, Portfolio Management, Legal, Compliance, Structuring and Global team members to ensure accuracy, consistency, and timeliness of data and deliverables.
• Produce portfolio reports (monthly, quarterly, and annual): work closely with Portfolio Managers, investment professionals, accountants, research, and systems/IT staff to collect, analyze and review investment level and portfolio level information.
• Support quarterly reporting, quarterly update calls, advisory board meetings, ad-hoc queries, etc.
• Assist portfolio management and senior leadership with internal reporting and business strategy.
• Create and maintain production workflow reports - tracking activity, prospecting, deliverables, fundraising trends, competitor analysis.

Qualifications

• Bachelor’s degree in business, finance, real estate, sales, communications, or related field.
• 0-3 years of relevant work experience.
• Strong written and communication skills for preparing presentations, reports, and proposals.
• Relationship management skills and team player with a can-do attitude, drive, high level of integrity, professionalism, pride in quality of work, and takes ownership of tasks.
• Strong project management skills and attention to detail.

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.