Portfolio Associate

Brook Recruitment; Melbourne; Presencial; AUD 110.000 - 170.000; Jornada completa

Descripción de la vacante

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

Formación

• 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

Responsabilidades

• 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

Conocimientos

Advanced Excel

Financial modelling

Educación

Finance/Accounting/Economics degree

Descripción del empleo

Brook Recruitment is partnering with a well-established Australian real estate investment manager specialising in private credit and private equity. They are looking for a Portfolio Associate to sit at the centre of portfolio performance, turning complex data into clear recommendations for the Investment, Risk, Finance and Capital teams.

The role

• 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

About you

• 5 to 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