Investment Manager, Property & Multi Assets

Diocese Of Lismore; Lismore; On-site; AUD 150,000 - 210,000; Full time

Job summary

The Catholic Diocese of Lismore is seeking an Investment Manager, Property & Multi-Assets to lead the Fund's investment strategy and portfolio management. Based in Lismore NSW, the role oversees a broad mix of property and asset classes to deliver returns that support diocesan missions.

Reporting to the Diocesan Business Manager, you will drive portfolio reviews, strategy, and acquisitions while collaborating with parishes and agencies.

Qualifications

• Formal qualifications in finance or property and related discipline.
• Experience in land acquisition, property development or large-scale capital works.
• Understanding of capital markets and credit fundamentals.
• Strong negotiation and influencing skills.
• Proven leadership with stakeholder engagement and clear advice writing/presentation.
• Alignment with Catholic Church values.

Responsibilities

• Advising and reporting on performance, trends and strategy for the Diocesan Prudential Fund.
• Leading a full review of the property portfolio for utilisation, performance and alignment.
• Delivering the development pipeline with external partners and service providers.
• Identifying acquisitions, building forward pipeline and advising on investments.
• Leading negotiations and due diligence across planning, environmental, legal and commercial matters.
• Stress-testing portfolios and advising on liquidity and risk-adjusted returns.
• Collaborating with parishes and diocesan agencies on investment plans.

Skills

Leadership

Negotiation

Stakeholder engagement

Analytical capability

Communication

Strategic thinking

Education

Tertiary qualifications in Finance/Property/Business/Commerce/Planning/Engineering

Tools

Financial modelling

Due diligence

Job description

Investment Manager, Property & Multi Assets

Catholic Diocese of Lismore

Lismore NSW

Full time, permanent

Shape the long-term financial future of a diocese serving communities from Tweed Heads to Port Macquarie

Capstone is pleased to be partnering with the Catholic Diocese of Lismore on the appointment of the Investment Manager, Property & Multi-Assets. You will lead the investment strategy of the Diocesan Prudential Fund, a rare opportunity to combine strategic property expertise with multi-asset investment leadership, in a role where the returns you deliver go straight back into building faith communities and supporting people in need.

The organisation

The Diocese of Lismore stretches more than 460 kilometres along the NSW east coast. It supports parishes, schools, aged and community care services, health and a wide range of ministries. The Diocesan Prudential Fund is the Diocese's property and investment vehicle. Its substantial portfolio includes commercial and retail assets, strategic landholdings across the Northern Rivers and Mid North Coast, residential investment property and development sites.

The opportunity

Reporting to the Diocesan Business Manager, you will recommend and implement the Fund's investment strategy. The current and potential development pipeline is significant. It includes mixed-use developments, land subdivisions, retirement living and aged care opportunities, healthcare, community and more. There is also an income producing property investment portfolio across office, retail, residential and alternative assets, as well as a substantial share portfolio.

Key responsibilities include:

• Advising and reporting to the Diocesan Prudential Fund Committee on performance, market trends and strategy
• Leading a full review of the property portfolio, covering utilisation, performance, cost and strategic alignment
• Delivering the significant current development pipeline with support from external partners and service providers
• Sourcing acquisitions, building a forward pipeline and recommending investment, development or divestment
• Leading negotiations and managing due diligence across planning, environmental, engineering, legal and commercial matters
• Stress-testing portfolios, monitoring liquidity and advising on rebalancing to optimise risk-adjusted returns
• Partnering with parishes and diocesan agencies to help them develop their own investment plans

About you

• Tertiary qualifications in Finance, Property, Business, Commerce, Planning, Engineering or a related discipline
• Proven experience in land acquisition, property development, development management or large-scale capital works
• Understanding of financing structures, capital and equities markets, and credit fundamentals
• Strong commercial acumen and analytical capability, with excellent negotiation and influencing skills
• Proven leadership, with exceptional stakeholder engagement and the ability to write and present complex advice clearly
• Alignment with the values of the Catholic Church

A valid driver's licence and the ability to travel across the region are required.

Location and relocation

This role is based on site at the Chancery in Lismore. It offers the opportunity to live in Lismore or the surrounding region, including the commutable towns of Casino, Ballina, Evans Head and Byron Bay.

Relocation support is available for the successful candidate.

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