Portfolio Analyst: Real Estate Private Credit (6-Month)

Brook Recruitment; Melbourne; On-site; AUD 60,000 - 90,000; Part time

Job summary

Qualifications

• At least 2 years' experience in accounting, funds management, banking or a performance analyst role.
• Portfolio analysis experience in real estate or real asset private credit.
• A degree in accounting, finance, economics or another numerical discipline.
• Excellent Excel and financial modelling skills.
• Ability to explain complex numbers clearly to stakeholders.
• CFA, CA or CPA completed or in progress is highly regarded.

Responsibilities

• Building, maintaining and improving portfolio financial models and performance measurement tools.
• Updating historical results and forecasts using inputs from Finance and the Investment Team.
• Delivering returns, liquidity, credit facility and distribution forecasts to stakeholders.
• Preparing weekly dashboards, monthly investor reports and fund statistics.
• Supporting capital raising with analysis and information.
• Instructing external fund administrator on capital calls and distribution payments.

Skills

Financial modelling

Portfolio analysis

Investor reporting

Communication

Education

Accounting/Finance/Economics degree

Tools

Excel

Job description