Investment Analyst

Capstone Recruitment; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Capstone Recruitment is assisting a growing real estate investment manager focused on core-plus and value-add industrial assets in Sydney and Melbourne. You will own performance analysis and investor reporting for a portfolio of industrial estates.

Working directly with the founders, you will update models, explain variances, and prepare investor commentary for monthly and quarterly reports. A disciplined, collaborative approach is essential in a small team.

Qualifications

• Real estate experience essential.
• Strong Excel skills with confidence in financial models.
• Sharp attention to detail and disciplined checking.
• Clear written communication to explain numbers commercially.
• Curious, organized and keen to learn in a small team.

Responsibilities

• Update asset financial models with monthly actuals and analyse performance against budget.
• Explain material variances and update forecasts for leasing and capex changes.
• Prepare monthly and quarterly investor reports with clear, insightful commentary.
• Coordinate inputs from property managers, accountants and internal colleagues.
• Support acquisition analysis, leasing and capex scenarios, budgets and business plans.

Skills

Real estate experience

Excel skills

Attention to detail

Financial modeling

Communication skills

Job description

Our client is a growing specialist real estate investment manager focused on core-plus and value-add industrial assets across Sydney and Melbourne. Backed by institutional capital partners and led by a highly experienced founding team, they are expanding to support the next stage of growth.

The opportunity

Working directly with the founders, you will own the performance analysis and investor reporting for a portfolio of industrial estates and industrial outdoor storage assets. Your analysis will inform live leasing, capex and business planning decisions.

Key responsibilities

• Update asset financial models with monthly actuals and analyse performance against budget
• Explain material variances and update forecasts for leasing and capex changes
• Prepare monthly and quarterly investor reports with clear, insightful commentary
• Coordinate inputs from property managers, accountants and internal colleagues
• Support acquisition analysis, leasing and capex scenarios, budgets and business plans

About you

• Real estate experience is essential, ideally gained in funds management, asset management, investment or property advisory
• Strong practical Excel skills and confidence working with existing financial models
• Sharp attention to detail and a disciplined approach to checking your work
• Clear written communication and the ability to explain what the numbers mean commercially
• Curious, organised and keen to learn within a small team