Investment Analyst Real Estate

Capstone Recruitment; Sydney; On-site; AUD 120,000 - 160,000; Full time

Job summary

Capstone Recruitment's client, a well-established industrial real estate investment and development business, is seeking an Investment Analyst to own the portfolio modelling, reporting and related processes.

This hands-on role covers the full investment lifecycle, including budgets, cash flows, debt registers and investor reporting. You will collaborate across investment, finance and capital partner teams to drive data accuracy and performance insights.

Qualifications

• Solid experience in real estate investment, funds management or corporate finance.
• Advanced financial modelling skills.
• Good working knowledge of real estate debt and equity structures.
• Excellent attention to detail and data accuracy.
• Proactive and able to collaborate across investment, finance and capital partner teams.

Responsibilities

• Run and maintain asset and portfolio models.
• Prepare budgets, reforecasts and rolling cash flows with Finance.
• Manage the valuation process from instructions to model reconciliation.
• Oversee debt registers, covenants, hedging and lender reporting.
• Manage distributions, capital calls, unitholder registers and IRR tracking.
• Prepare quarterly investor, capital partner and JV reporting.
• Track portfolio performance, WALE, expiry profiles and exposures.
• Support underwriting, due diligence, IC papers and capital raising.

Skills

Advanced financial modelling

Real estate investment experience

Corporate finance exposure

Attention to detail

Cross-functional collaboration

Industrial/logistics experience

Tools

Excel advanced

Financial modelling software

Job description

Our client is a well-established industrial real estate investment and development business with a growing national portfolio. It's known for a disciplined, hands-on approach and strong relationships with its capital partners.

They're now looking for an Investment Analyst to take ownership of the models, registers and reporting behind the portfolio. It's a broad, hands-on role with exposure across the full investment lifecycle.

The role

• Run and maintain the asset and portfolio models
• Prepare budgets, reforecasts and rolling cash flows with Finance
• Manage the valuation process, from instructions through to reconciling back to the models
• Oversee debt registers, covenants, hedging and lender reporting
• Manage distributions, capital calls, unitholder registers and IRR tracking
• Prepare quarterly investor, capital partner and JV reporting
• Track portfolio performance, WALE, expiry profiles and exposures
• Support underwriting, due diligence, IC papers and capital raising

About you

• Solid experience in real estate investment, funds management or corporate finance
• Advanced financial modelling skills
• Good working knowledge of real estate debt and equity structures
• Excellent attention to detail and a firm focus on data accuracy
• Proactive and comfortable working across investment, finance and capital partner teams
• Industrial or logistics experience is highly regarded