Investment Analyst: Capital Transactions & Funds Management

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

Job summary

Capstone Recruitment is seeking an Investment Analyst to support Capital Transactions and Funds Management in Sydney. You will underwrite new opportunities, build sophisticated financial models, and contribute to end-to-end funds management across institutional and private capital.

The role offers exposure to multiple real estate sectors, investment committee reporting, and ongoing portfolio monitoring, with growth potential as you progress to Senior Analyst depending on experience.

Qualifications

• Strong financial modelling skills with experience in real estate finance.
• Familiarity with Forbury is highly regarded and beneficial.

Responsibilities

• Build and maintain financial models (development, DCF, IRR, sensitivities) including Forbury and in-house fund models.
• Work across the full transaction lifecycle from origination and execution to portfolio monitoring across real estate sectors.
• Prepare Investment Committee papers, analysis and recommendations.
• Conduct commercial and financial due diligence on assets, sponsors and counterparties.
• Assess feasibility, risk and risk-adjusted investor returns on development and income-producing assets.
• Support fund administration, investor reporting and debt raising with lenders.

Skills

Financial modelling

Forbury experience

Tools

Forbury

Job description

Capstone Recruitment is seeking an Investment Analyst to support Capital Transactions and Funds Management in Sydney. You will underwrite new opportunities, build sophisticated financial models, and contribute to end-to-end funds management across institutional and private capital.

The role offers exposure to multiple real estate sectors, investment committee reporting, and ongoing portfolio monitoring, with growth potential as you progress to Senior Analyst depending on experience.