Senior Fund Analyst (Parental Leave - 6 month Fixed Term)

ESR Group; Sydney; On-site; AUD 100,000 - 150,000; Full time

Job summary

ESR Group is seeking a Senior Fund Analyst for a 6-month fixed-term contract in Sydney. You’ll lead fund financial models, forecast cash flows, and analyze investment performance to drive strategic decisions.

You’ll collaborate with Funds Management, Asset Management and Finance teams on acquisitions and portfolio growth, delivering investor-ready reports and valuations while engaging stakeholders across the business. WHV welcome.

Qualifications

• Tertiary qualification in finance, commerce, real estate, or a related discipline.
• Approximately 3 - 6+ years' relevant experience across funds management, real estate, investment banking, advisory, or a related field.

Responsibilities

• Lead the development, maintenance, and continuous improvement of fund financial models, ensuring accurate forecasting of cash flows, capital requirements, and investment performance
• Deliver detailed financial analysis and scenario modelling to support strategic decision-making and optimise fund outcomes
• Support the preparation of annual business plans, quarterly valuation and reporting, and investor deliverables
• Partner with the Development, Funds Management and Asset Management teams to evaluate acquisitions, developments, leasing, and divestments
• Contribute to the development of fund and asset-level investment strategies and key initiatives
• Undertake market research and analyse relevant economic and real estate data to inform investment decisions
• Build strong internal and external stakeholder relationships, including with investors and service providers

Skills

Fund modelling

Financial analysis

Excel

PowerPoint

Stakeholder engagement

Real estate forecasting

Education

Finance/Commerce/Real Estate degree

Job description

We are seeking a high-performing and commercially minded Senior Fund Analyst to join our Sydney team on a 6 month Fixed Term contract. This role offers the opportunity to work across a portfolio of ESR-managed funds, partnering closely with Funds Management, Asset Management, and Finance teams to drive performance and support investment decision-making. Working within a collaborative and high-performing team, you will play a key role in financial modelling, fund analysis, and investor reporting, contributing to the delivery of strategic initiatives and portfolio growth across the business.

Key responsibilities:

• Lead the development, maintenance, and continuous improvement of fund financial models, ensuring accurate forecasting of cash flows, capital requirements, and investment performance
• Deliver detailed financial analysis and scenario modelling to support strategic decision-making and optimise fund outcomes
• Support the preparation of annual business plans, quarterly valuation and reporting, and investor deliverables
• Partner with the Development, Funds Management and Asset Management teams to evaluate acquisitions, developments, leasing, and divestments
• Contribute to the development of fund and asset-level investment strategies and key initiatives
• Undertake market research and analyse relevant economic and real estate data to inform investment decisions
• Build strong internal and external stakeholder relationships, including with investors and service providers

Requirements

To be successful in this role, you will demonstrate the following skills, experience and approach:

• WHV welcome to apply for this 6 month contract
• Tertiary qualification in finance, commerce, real estate, or a related discipline
• Approximately 3 - 6+ years' relevant experience across funds management, real estate, investment banking, advisory, or a related field
• Strong financial modelling and analytical capability, with advanced Excel skills and experience in real estate forecasting tools
• Experience preparing high-quality presentations and reports (PowerPoint)
• Strong commercial acumen, with the ability to interpret and communicate complex financial information clearly
• Excellent written and verbal communication skills, with confidence engaging stakeholders at all levels
• High attention to detail and ability to manage multiple priorities in a fast-paced environment
• Experience within real assets, property, or funds management is highly regarded but not essential
• Comfortable leveraging technology, including AI tools, to enhance efficiency and output

Benefits

Grow with us - Career growth and learning

We believe our greatest strength lies in the growth and development of our team. From day one, we create an environment that builds confidence and lays the foundation for long-term success. Whether you're stepping into a more senior role or advancing your career, we provide the tools, learning opportunities, and guidance to help you thrive.

More about career growth at ESR - https://au.esr.com/careers/

Our values and purpose

Our values are the foundation of everything we do - shaping our performance, culture, and ambition. Our purpose is rooted in the pursuit of excellence across all areas of our business, with a focus on maintaining the highest standards of performance, accountability, and integrity.

When you join us, you commit to three core principles:

• We Do the Right Thing: Integrity is non-negotiable. We hold ourselves to the highest standards of accountability, ensuring that every financial decision and business move is ethical and transparent
• We Win as One Team: Our culture thrives on collective success. We break down silos to achieve shared outcomes
• We Think Beyond the Present: We focus on long-term value creation and sustainable growth

At ESR Group, we are committed to fostering an inclusive and high-performing workplace that embraces diversity of thought, background and experience. We actively support equity and encourage applications from individuals of all backgrounds. If you believe you can add value, we would welcome your application.