Investment Analyst

Roundtree Search; Sydney; On-site; AUD 100,000 - 140,000; Full time

Job summary

Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Investment Analyst into their Investments team.

You’ll support live transactions and fund management from sourcing to execution, including underwriting, committee papers and deal execution, within a collaborative team across property, corporate and funds.

Qualifications

• A degree in business, finance, economics or property.
• 1 to 4+ years in investment banking (real estate IB an advantage but not essential) or real estate private equity.
• Strong modelling and analytical skills, with close attention to detail.
• Clear verbal and concise written communication.
• A disciplined investment approach combined with commercial creativity and speed.
• A collaborative style that suits one integrated team across property, corporate and funds.

Responsibilities

• Financial modelling and analysis to support underwriting of acquisitions and disposals.
• Preparing investment committee memos and bid and offer materials.
• Market research to support investment strategies and identify new opportunities.
• Drafting parts of business cases.
• Supporting capital raising for future funds as needed.
• Special projects across the platform.

Skills

Financial modelling

Analytical skills

Verbal communication

Written communication

Investment discipline

Team collaboration

Education

Business degree

Finance degree

Economics degree

Property degree

Job description

Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Investment Analyst into their Investments team.

About our client

• A strong track record of proprietary, value-oriented transactions across office, industrial, healthcare, retail and alternative assets
• Deals ranging from single-asset acquisitions to multi-asset and corporate portfolio transactions
• Backed by significant private and institutional capital and an entrepreneurial ownership group
• Multiple strategies in the pipeline, which this role will play an active part in

The role

You’ll sit within the Investments team and report to senior leadership, working on live transactions and fund management, from start to finish across sourcing, underwriting, financial modelling, investment committee papers and execution.

Coverage

• Single-asset opportunities across commercial, industrial, retail, residential, logistics, cold storage, multifamily, self-storage, student housing, hotels and resorts, and entertainment and leisure assets
• Multi-asset and corporate portfolio opportunities
• Private equity, corporate finance and fund modelling

Key responsibilities

• Financial modelling and analysis to support underwriting of acquisitions and disposals
• Preparing investment committee memos and bid and offer materials
• Market research to support investment strategies and identify new opportunitiesDrafting parts of business cases
• Supporting capital raising for future funds as needed
• Special projects across the platform

What you’ll bring

• A degree in business, finance, economics or property
• 1 to 4+ years in investment banking (real estate IB an advantage but not essential) or real estate private equity
• Strong modelling and analytical skills, with close attention to detail
• Clear verbal and concise written communication
• A disciplined investment approach combined with commercial creativity and speed
• A collaborative style that suits one integrated team across property, corporate and funds