At a Glance
- Tasks: Support real estate investments through financial modelling, analysis, and portfolio monitoring.
- Company: Established Australian alternative investment manager with a strong market presence.
- Benefits: Competitive salary, career growth, and a positive work culture.
- Other info: Work in Melbourne CBD with opportunities for professional development.
- Why this job: Join a dynamic team and make an impact in the real estate investment sector.
- Qualifications: 1-4+ years in funds management or related fields, strong analytical skills required.
The predicted salary is between 100000 - 180000 $ per year.
An opportunity has arisen for a Fund Analyst to join the Melbourne-based investment team.
The role will support the assessment, execution and ongoing management of real estate debt and equity investments, with exposure across financial modelling, due diligence, portfolio monitoring and investment committee processes.
Key responsibilities will include
- Building and maintaining financial models for new and existing investments
- Conducting financial, market and transaction analysis
- Supporting due diligence across borrowers, sponsors and underlying assets
- Preparing investment papers, credit submissions and committee materials
- Assessing investment returns, leverage, downside scenarios and key risks
- Monitoring portfolio performance and covenant compliance
- Supporting transaction execution alongside senior investment professionals and external advisers
- Assisting with portfolio reporting, forecasting and ad hoc investment analysis
An opportunity has arisen for a Fund Analyst to join the Melbourne-based investment team.
The role will support the assessment, execution and ongoing management of real estate debt and equity investments, with exposure across financial modelling, due diligence, portfolio monitoring and investment committee processes.
Key responsibilities will include
- Building and maintaining financial models for new and existing investments
- Conducting financial, market and transaction analysis
- Supporting due diligence across borrowers, sponsors and underlying assets
- Preparing investment papers, credit submissions and committee materials
- Assessing investment returns, leverage, downside scenarios and key risks
- Monitoring portfolio performance and covenant compliance
- Supporting transaction execution alongside senior investment professionals and external advisers
- Assisting with portfolio reporting, forecasting and ad hoc investment analysis
- Terrific career growth Positive culture
- The successful candidate will likely have 1-4+ years of relevant experience gained within funds management, property finance, corporate banking, investment banking, transaction services, valuation or a related environment.
- You will bring strong financial modelling and analytical capability, sound commercial judgement and a high level of attention to detail.
An interest in real estate, private credit and alternative investments will be highly regarded, together with the ability to communicate clearly and work effectively with senior stakeholders.
A well-established Australian alternative investment manager with a strong presence across real estate private credit and property investment.
- Competitive salary ranging from $100,000 to $180,000 AUD.
- Opportunities to work in the Melbourne CBD area.
- #J-18808-Ljbffr
Fund Analyst in Melbourne employer: Michael Page
Join a well-established investment management firm in Melbourne that prioritises employee growth and fosters a positive work culture. With a focus on collaboration and professional development, this company offers a unique opportunity to work with a diverse portfolio of investment funds while enjoying a supportive environment that values your contributions and encourages innovation.
