Portfolio Analyst

Qualitas; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

A leading Australian investment firm in Melbourne is seeking a Portfolio Analyst. You will build financial models, evaluate portfolio performance, and assist in investor reporting. The ideal candidate has at least 2 years of relevant experience, strong analytical skills, and a passion for real estate investments. This permanent full-time position offers a collaborative work environment and fosters diversity.

Qualifications

• Minimum 2 years of experience in finance, accounting, funds management, or a related field.
• CFA/CA/CPA is a bonus.
• Passion for real assets, private credit, or real estate investments is a plus.

Responsibilities

• Develop and enhance financial models to monitor fund performance and forecasting.
• Support regular reporting cycles including dashboards and investor reports.
• Provide in-depth portfolio analysis including profitability and capital allocations.
• Liaise with external fund administrators for capital calls and distributions.
• Contribute to investor presentations and capital raising support.

Skills

Analytical skills

Advanced Excel capability

Communication skills

Collaborative mindset

Education

Tertiary qualification in finance, accounting, economics, or similar

Job description

Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.

About the position

As a Portfolio Analyst, you'll be at the heart of our investment process—building sophisticated financial models, evaluating portfolio performance, and delivering insightful internal and investor reporting. You’ll work closely with our Investment, Risk, Finance, Capital, and Operations teams to ensure informed, strategic decision-making across our growing portfolio.

Location: Melbourne

Employment Type: Permanent Full-time

Key responsibilities

• Develop and enhance financial models to monitor fund performance and forecasting.
• Support regular reporting cycles (weekly dashboards, monthly and quarterly investor reports).
• Provide in-depth portfolio analysis including profitability, leverage, and capital allocations.
• Liaise with external fund administrators for capital calls and distributions.
• Contribute to investor presentations, fund performance meetings, and capital raising support.

What you’ll bring to the role

• Minimum 2 years of experience in finance, accounting, funds management, or a related field.
• Strong analytical skills and advanced Excel capability.
• A tertiary qualification in finance, accounting, economics, or similar; CFA/CA/CPA is a bonus.
• Excellent communication skills and a collaborative mindset.
• Passion for real assets, private credit, or real estate investments is a plus.

We recognise that our people are our greatest strength and as an equal opportunity employer, we are committed to celebrating diversity and fostering an inclusive and equitable workplace where all employees are empowered to thrive.

Apply now

If you’re eager to contribute to a culture of excellence and innovation, we’d love to hear from you

Please submit your resume outlining your experience and suitability for the role.

We encourage candidates from all backgrounds to apply for this role and do not discriminate on the basis of age, sex, nationality, race, ethnicity, gender identity or expression, sexual orientation, veteran status, marital status, family status, pregnancy, religion, beliefs, neurodiversity or disabilities.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Investment Banking, and Real Estate

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