Investment & Corporate Development Associate

Platinum Pacific Partners; City of Melbourne; On-site; AUD 120,000 - 180,000; Full time

Job summary

Platinum Pacific Partners in Melbourne is seeking an Investment & Corporate Development Associate to work with senior management across the full investment lifecycle, from evaluating opportunities through development, financing and portfolio strategy.

You will engage in acquisitions and transaction execution, develop feasibility models, support due diligence, asset management initiatives and strategic projects across the living platforms within the Australian real estate portfolio.

Qualifications

• 3–8 years in investment banking, private equity, real assets funds management or related field
• Strong financial modelling and investment analysis capability
• Deep operational and investment understanding of real estate asset classes such as PBSA, BTR, Senior Living or Hotels
• Feasibility analysis, valuation methodologies including DCF, IRR, cap rates and yield-on-cost
• Advanced proficiency in Excel and PowerPoint

Responsibilities

• Build detailed financial models covering development feasibilities, operations, debt, tax, valuation and sensitivities
• Support the evaluation, due diligence and execution of acquisitions and dispositions
• Own quarterly reforecasting and budget variance analysis against underwriting assumptions
• Identify and execute value-add and asset management initiatives across the platform
• Assist with structuring debt facilities and managing banking relationships
• Coordinate periodic independent portfolio valuations
• Prepare materials for Boards, investment committees and external investors
• Conduct market, industry and company research to inform strategy

Skills

Financial modelling

Investment analysis

Communication

Attention to detail

Education

Finance, accounting, economics, or related degree

Tools

Excel

PowerPoint

Job description

Investment & Corporate Development Associate - Melbourne

Platinum Pacific Partners are partnering with a global, institutional real estate investment manager to appoint an Investment & Corporate Development Associate into its growing Australian real estate living platform.

The Opportunity

As an Investment & Corporate Development Associate, you will work closely with senior management and the broader investment team across the full investment lifecycle, from evaluating and acquiring new opportunities through to development, asset management, financing and portfolio strategy.

The role offers broad exposure across both investment and corporate development, with genuine responsibility for financial analysis, modelling, transaction execution, investment performance and strategic initiatives within a growing operating platform.

The role will be involved across:

• Acquisitions and transaction execution across the living sectors
• Development opportunities and detailed investment feasibilities
• Platform and corporate strategy
• Asset management and value creation initiatives
• Debt structuring and financing
• Portfolio valuation and investment performance
• Market and industry research
• Strategic and special projects

Key Responsibilities

• Build detailed financial models covering development feasibilities, operations, debt, tax, valuation and sensitivities
• Support the evaluation, due diligence and execution of acquisitions and dispositions
• Own quarterly reforecasting and budget variance analysis against investment committee underwriting assumptions
• Identify and execute value-add and asset management initiatives across the platform
• Assist with structuring debt facilities and managing banking relationships
• Coordinate periodic independent portfolio valuations
• Prepare high-quality materials for Boards, investment committees, internal stakeholders and third-party investors
• Conduct market, industry and company research to inform investment and corporate strategy
• Assess transaction and business risks and develop appropriate mitigation strategies
• Work closely with senior management, investment professionals and external stakeholders across a range of strategic initiatives

About You

• 3 - 8 years' experience in investment banking, private equity, real assets funds management, corporate finance or a related financial field
• Strong financial modelling and investment analysis capability
• Deep operational and investment understanding of real estate asset classes such as PBSA, BTR, Senior Living or Hotels
• Strong technical understanding of feasibility analysis, financial statements and valuation methodologies including DCF, IRR, capitalisation rates, multiples and yield-on-cost
• Advanced proficiency in Excel and PowerPoint
• Strong commercial judgement and exceptional attention to detail
• Proactive and comfortable taking ownership within a small, high-performance team
• Strong interpersonal and communication skills, with the ability to work effectively across investment, operational and external stakeholders
• Relevant degree in finance, accounting, economics, law or a related field

For more information, please contact Katie McPherson, Principal at Platinum Pacific Partners: [e-mail]