Fund Analyst

Capstone; Sydney; On-site; AUD 70,000 - 110,000; Full time

Job summary

Join a dynamic and rapidly growing real estate fund manager as a Fund Analyst. This exciting role offers the chance to work across funds management, capital transactions, and investment management. You will provide key financial analysis and support strategic initiatives while collaborating with various teams to enhance the firm's diverse portfolio. With a strong pipeline and a focus on exceptional investment performance, this innovative firm is positioned for continued growth. If you are a driven professional looking to make an impact in the real estate sector, this opportunity is perfect for you.

Qualifications

• Proven experience in real estate fund management or investment management.
• Advanced skills in financial modelling, forecasting, and valuation.

Responsibilities

• Conduct investment opportunity analysis and reporting.
• Support strategic initiatives and stakeholder engagement.

Skills

Real Estate Fund Management

Investment Management

Financial Modelling

Forecasting

Valuation

Stakeholder Engagement

Tools

MRI Investment Management Software

Job description

Capstone Sydney, New South Wales, Australia

Recruitment Specialist across Investment, Funds Management, Capital Markets and Direct Property

Our Client:

Our client is an Australian real estate fund manager experiencing rapid growth with over $1bn in funds under management (FUM). With a diversified portfolio across office, retail, and industrial properties, they are sector agnostic and focus on delivering exceptional investment performance. The firm boasts a strong pipeline and a range of active funds, including an ongoing development fund, making it an exciting time to join the team.

Position Overview

This newly created Fund Analyst role offers an excellent opportunity for a talented and driven professional to join a rapidly growing real estate fund manager. The role is broad and spans across funds management, capital transactions, and investment management. You will be working closely with various teams to provide key financial analysis, support capital transactions, and contribute to the strategic management of the firm's diverse portfolio.

Key Responsibilities

1. Investment Opportunity Analysis.
2. Reporting & Stakeholder Engagement.
3. Support Strategic Initiatives.
4. Ad-hoc Research & Reporting.

Required Skills & Experience

1. Proven experience in real estate fund management or investment management.
2. Strong experience with MRI Investment Management software is essential.
3. Advanced skills in financial modelling, forecasting, and valuation.
4. Familiarity with capital transactions, including acquisitions, developments, and disposals.

How to Apply:

To express your interest in this role please APPLY NOW or contact Jaala Coppola for further information at [e-mail] or 0409 942 512.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst

Industries

Real Estate and Funds and Trusts