At a Glance
- Tasks: Analyse complex data and improve portfolio performance tools for investment teams.
- Company: Established Australian real estate investment manager with a focus on private credit and equity.
- Benefits: Competitive salary, professional development, and opportunities to coach others.
- Other info: Collaborative culture with opportunities for career growth and development.
- Why this job: Make a real impact by turning data into actionable insights in a dynamic environment.
- Qualifications: 5-7 years in portfolio analysis, advanced Excel skills, and a finance-related degree.
The predicted salary is between 74250 - 90750 $ per year.
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
Portfolio Associate in Melbourne employer: BROOK Recruitment
At BROOK Recruitment, we pride ourselves on being an exceptional employer that fosters a dynamic and supportive work culture in the heart of Melbourne. Our Marketing Executives enjoy meaningful career progression opportunities, working closely with senior stakeholders while taking ownership of diverse marketing projects across various industries. With a focus on professional development and a collaborative environment, we empower our employees to thrive and make a real impact in their roles.
