Portfolio Analytics & Strategy Associate

Brook Recruitment; Melbourne; On-site; AUD 110,000 - 170,000; Full time

Job summary

Brook Recruitment partners with an established Australian real estate investment manager to appoint a Portfolio Associate in Melbourne. You will sit at the heart of portfolio performance, turning complex data into clear recommendations for Investment, Risk, Finance and Capital teams.

You will build and refine portfolio models, analyse returns and liquidity, prepare investor and board reporting, support capital raising and coordinate capital calls with fund administrators, while mentoring

Qualifications

• 5–7 years in portfolio or investment analysis, ideally in real assets or private credit
• Advanced Excel and strong modelling skills
• Degree in finance, accounting, economics or similar; CFA, CA or CPA highly regarded
• Clear communicator who enjoys solving problems and working with others

Responsibilities

• Build and improve portfolio financial models and performance tools
• Analyse returns, liquidity, credit facilities and distributions
• Prepare investor, fund and board reporting
• Support capital raising and investor due diligence
• Coordinate capital calls and distributions with fund administrators
• Coach and develop Portfolio Analysts

Skills

Advanced Excel

Financial modelling

Education

Finance/Accounting/Economics degree

Job description

Brook Recruitment partners with an established Australian real estate investment manager to appoint a Portfolio Associate in Melbourne. You will sit at the heart of portfolio performance, turning complex data into clear recommendations for Investment, Risk, Finance and Capital teams.

You will build and refine portfolio models, analyse returns and liquidity, prepare investor and board reporting, support capital raising and coordinate capital calls with fund administrators, while mentoring