Fund Analyst

Michael Page; City of Melbourne; On-site; AUD 100,000 - 180,000; Full time

Job summary

Michael Page in Melbourne is seeking a Fund Analyst to join the local investment team. The role supports the assessment, execution and ongoing management of real estate debt and equity investments, with exposure to financial modelling, due diligence, portfolio monitoring and investment committee processes.

The successful candidate will typically have 1–4+ years of relevant experience, strong modelling skills, and the ability to communicate clearly with senior stakeholders.

Qualifications

• 1–4+ years of relevant experience in funds management, property finance, corporate banking, investment banking or related environment.
• Strong financial modelling and analytical capability with attention to detail.
• Interest in real estate, private credit and alternative investments considered advantageous.

Responsibilities

• Build and maintain financial models for new and existing investments.
• Conduct financial, market and transaction analyses.
• Support due diligence across borrowers, sponsors and assets.
• Prepare investment papers, credit submissions and committee materials.
• Assess investment returns, leverage, downside scenarios and risks.
• Monitor portfolio performance and covenant compliance.
• Support transaction execution with senior investment professionals and advisers.
• Assist portfolio reporting and ad hoc investment analysis.

Skills

Financial modelling

Due diligence

Portfolio monitoring

Investment committee materials

Job description

An opportunity has arisen for a Fund Analyst to join the Melbourne-based investment team. The role will support the assessment, execution and ongoing management of real estate debt and equity investments, with exposure across financial modelling, due diligence, portfolio monitoring and investment committee processes.Key responsibilities will include:

• Building and maintaining financial models for new and existing investments
• Conducting financial, market and transaction analysis
• Supporting due diligence across borrowers, sponsors and underlying assets
• Preparing investment papers, credit submissions and committee materials
• Assessing investment returns, leverage, downside scenarios and key risks
• Monitoring portfolio performance and covenant compliance
• Supporting transaction execution alongside senior investment professionals and external advisers
• Assisting with portfolio reporting, forecasting and ad hoc investment analysis

An opportunity has arisen for a Fund Analyst to join the Melbourne-based investment team. The role will support the assessment, execution and ongoing management of real estate debt and equity investments, with exposure across financial modelling, due diligence, portfolio monitoring and investment committee processes.Key responsibilities will include:

• Building and maintaining financial models for new and existing investments
• Conducting financial, market and transaction analysis
• Supporting due diligence across borrowers, sponsors and underlying assets
• Preparing investment papers, credit submissions and committee materials
• Assessing investment returns, leverage, downside scenarios and key risks
• Monitoring portfolio performance and covenant compliance
• Supporting transaction execution alongside senior investment professionals and external advisers
• Assisting with portfolio reporting, forecasting and ad hoc investment analysis

Terrific career growthPositive culture

• The successful candidate will likely have 1-4+ years of relevant experience gained within funds management, property finance, corporate banking, investment banking, transaction services, valuation or a related environment.
• You will bring strong financial modelling and analytical capability, sound commercial judgement and a high level of attention to detail. An interest in real estate, private credit and alternative investments will be highly regarded, together with the ability to communicate clearly and work effectively with senior stakeholders.

A well-established Australian alternative investment manager with a strong presence across real estate private credit and property investment.

• Competitive salary ranging from $100,000 to $180,000 AUD.
• Opportunities to work in the Melbourne CBD area.