Portfolio Manager

Australian Unity; Sydney; On-site; AUD 180,000 - 260,000; Full time

Benefits offered by this job

14‑week paid parental leave

Employee Assistance Program

LinkedIn Learning access

Discounts on Australian Unity products

Job summary

Australian Unity is seeking a Portfolio Manager, Wealth & Capital Markets in Sydney to lead financial modelling, investor reporting, and operator oversight for student accommodation funds while supporting healthcare property reporting and fund strategy.

You will drive budgeting, forecasts, and investment evaluation, collaborating with stakeholders to optimize returns, manage risk, and ensure governance alignment across assets.

Qualifications

• 15 years' experience in real estate, funds management and investor reporting.
• Degree in property, economics, business, finance or related.
• CA/CPA/CFA or similar desirable.
• Strong financial, analytical and commercial acumen with negotiation skills.
• Excellent communication and ability to build relationships.
• Experience in financial modelling, scenario analysis, debt refinancing desirable.

Responsibilities

• Model financials and lead investor reporting for student accommodation funds.
• Identify investment opportunities and support acquisitions, disposals and feasibility analyses.
• Lead budgeting, forecasts, and debt/equity planning for funds and assets.
• Manage operator relationships and governance reporting.
• Improve reporting quality for Healthcare Property Trust.

Skills

Real estate experience

Financial modelling

Portfolio analysis

Investor reporting

Negotiation skills

Communication skills

Education

Property/economics/finance degree

CA/CPA/CFA desirable

Job description

Portfolio Manager, Wealth & Capital Markets

Australian Unity

About us

Established in 1840, we are Australia's first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we're motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It's about feeling supported in your health, connected with your community and empowered to live life on your terms.

The Opportunity

Reporting directly to the EGM - Funds Management, as Portfolio Manager within Australian Unity's Funds Management business, you will be responsible for modelling, and financial analysis, investor reporting and operator management for the student accommodation funds, while also working on improving the reporting and analysis for the funds, including Healthcare Property Trust.

You will identify and assess investment opportunities; support acquisitions, disposals, developments and feasibility analysis; and contribute to decisions that enhance fund returns while managing risk, compliance obligations and investor outcomes.

The role will contribute to fund and asset-level decision making through strategic planning, budget development, rolling forecasts, scenario analysis, valuation support, debt and equity planning, investor reporting, operator performance oversight and enhanced performance reporting.

Fund Management

• Optimise Fund earnings and returns consistent with board approvals and investor expectations through effective management of investor relationships, debt and equity
• Regularly report on the Fund's performance and, where relevant, seek approvals
• Work with peers to develop, implement and, at least annually, review the Fund strategy and individual asset strategies to maximise returns
• Review and facilitate approvals required under delegated authority
• Act in the best interests of investors, and actively communicate with key stakeholders including investors, service providers, staff, and the Board
• Own and maintain financial models, forecasts and scenario analysis for the student accommodation funds
• Lead all investor reporting for the student accommodation funds, ensuring reporting is accurate, timely, consistent and aligned with investor and governance requirements
• Manage the student accommodation operator relationship, including regular performance oversight, issue resolution, reporting inputs and alignment with fund objectives
• Improve the quality, consistency and usefulness of reporting and analysis for the Healthcare Property Trust
• Assist with Fund and property budgets, individual asset Net Operating Income (NOI) and capex budgets, and recommendations for approval

Investment Management

• Assist the EGM - Funds Management to implement the Fund investment strategies, in consultation with peers
• Monitor and recommend changes to portfolio composition in line with the Fund strategies to optimise Fund returns
• Manage or support the annual valuation process, including coordination with approved valuers, review of valuation assumptions and facilitation of governance approvals and reporting
• Maximise portfolio returns through influencing occupancy, WALE, tenancy mix, covenants, leasing outcomes, joint venture relationships and capital value initiatives

Capital Management

• Optimise debt and equity settings to enhance the Fund's risk/return profile in prevailing market conditions
• Support debt refinancing activities, including facility structuring, information memoranda, term sheets, financier engagement and implementation of new or amended facilities
• Manage or support compliance with debt covenants, including regular monitoring and reporting of financial and non-financial covenant requirements

Note: This is a 6-month Fixed Term Contract based in Sydney.

Applications Close: September 15th, 2026

You will bring:

• 15 years experience in the real estate industry, preferably with a bias towards funds management, student accommodation or alternative living sectors, financial modelling, portfolio analysis, fund forecasting, valuation processes, capital transactions and investor reporting
• Degree qualification or higher in property, economics, business, finance or related disciplines
• CA, CPA, CFA, valuation or other relevant professional qualification desirable
• Strong financial, analytical and commercial acumen, coupled with exceptional negotiation skills
• Experience in financial modelling, scenario analysis, property valuation processes, debt refinancing and capital management desirable
• Excellent communication skills with the proven ability in developing and strengthening relationships
• Known for inspiring and driving change, including maximising the potential of resources

Why Join Us?

• Additional wellbeing and community leave days
• 14‑week paid parental leave (equal for all parents)
• Employee Assistance Program
• Flare / Maxxia Rewards - discounted retail, travel, entertainment
• Discounts on Australian Unity products including Health, General Insurance and more
• Access to LinkedIn Learning and professional development programs

For further benefits visit: https://www.australianunity.com.au/careers/culture

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.