At a Glance
- Tasks: Dive into the investment lifecycle, from analysis to asset management and reporting.
- Company: Join a leading firm in real estate investment with a dynamic team.
- Benefits: Competitive salary, professional growth, and exposure to high-level financial strategies.
- Other info: Collaborative environment with opportunities for career advancement.
- Why this job: Make an impact in real estate while honing your analytical and financial skills.
- Qualifications: 2-4 years in finance or investment, strong Excel skills, and a proactive mindset.
The predicted salary is between 87750 - 107250 $ per year.
This role sits within the Investment team and offers exposure across the full investment lifecycle — from underwriting and acquisition through to asset management, portfolio analysis and fund reporting.
Key Responsibilities
- Investment Analysis & Transactions
- Build and maintain detailed financial models (acquisitions, divestments, development and repositioning)
- Conduct cashflow modelling, IRR analysis, debt structuring and scenario testing
- Support due diligence processes (commercial, financial and operational)
- Assist in preparing Investment Committee papers and transaction memoranda
- Analyse leasing assumptions, capital expenditure and asset-level performance
- Assist with portfolio performance analysis across retail and other direct real estate assets
- Support fund-level modelling including returns, cash distributions and capital tracking
- Monitor asset performance against underwriting and investment thesis
- Work closely with Asset Management on forecasting and variance analysis
- Reporting & Stakeholder Support
- Contribute to quarterly and annual investor reporting
- Assist in valuation processes and external advisor coordination
- Prepare internal performance dashboards and analytics
- Support capital raising materials and data room management when required
About You
- 2–4 years' experience in Corporate Finance, Financial Modelling, Funds Management or Investment banking (real estate coverage) or Big 4 TS or Financial Modelling.
- Strong financial modelling capability (advanced Excel essential)
- Clear understanding of IRR, NPV, equity waterfalls and capital structuring
- Highly analytical with strong commercial judgement
- Strong written and verbal communication skills
- A proactive mindset with the ability to operate in a lean, high-performing team
Please apply directly or contact Will Harrington at will@capstonerecruitment.com.au or on 0438 968 465.
Investment Analyst, Real Estate in Melbourne employer: Capstone Recruitment
As an ASX employer of choice in the property sector, we pride ourselves on fostering a dynamic work culture that values collaboration and innovation. Our commitment to employee growth is evident through tailored development programs and opportunities to engage with senior management across various teams. Located in a vibrant area, we offer competitive benefits and a supportive environment that empowers our employees to excel in their roles while contributing to the success of our diverse portfolio.
