At a Glance
- Tasks: Lead research and evaluate property investment opportunities across global markets.
- Company: Join Mutual Trust, a leader in wealth services for successful families.
- Benefits: Flexible work, extra leave options, health allowances, and professional development.
- Other info: Inclusive culture with diverse roles and excellent career growth opportunities.
- Why this job: Shape investment strategies and make impactful decisions in property markets.
- Qualifications: 5+ years in property investment research and strong analytical skills.
The predicted salary is between 113400 - 138600 $ per year.
Senior Investment Analyst - Property
Location
Melbourne or Sydney
The Opportunity
Join Mutual Trust's Investment Solutions team in a senior role offering the opportunity to shape property investment strategy and influence investment decisions for some of Australia's most successful families.
As Senior Investment Analyst, you'll play a key role in identifying, evaluating and recommending property investment opportunities across domestic and global markets, spanning listed and unlisted property funds, syndicates, ETFs and select A-REITs.
Working closely with the Head of Investment Solutions, you'll have the autonomy to develop your own investment views, lead research across the Property asset class and contribute directly to portfolio construction and investment decisions.
This opportunity will appeal to an experienced investment professional who enjoys getting into the detail, challenging assumptions and applying sound investment judgement to identify compelling opportunities.
You'll bring intellectual curiosity, analytical rigour and a genuine passion for property investment markets.
What You'll Do
- Lead research into Australian and global property investments across listed and unlisted markets.
- Identify and evaluate investment opportunities, bringing fresh insights and well-supported recommendations to the team.
- Shape investment decisions through research, analysis and contributions to portfolio construction.
- Build relationships with leading property investment managers and industry participants.
- Monitor existing investments, identifying emerging opportunities, risks and market developments.
- Work closely with the Head of Investment Solutions and broader Wealth team to deliver investment insights and continuously improve our research capability.
About You
You are an experienced investment professional with a strong understanding of property markets and a genuine interest in investment research.
You are comfortable assessing complex investment structures, challenging assumptions and combining quantitative analysis with qualitative judgement to develop clear, well-supported recommendations.
You bring
- At least five years' experience in property investment research, manager research or related investment analysis.
- Tertiary qualifications in Finance, Economics, Accounting or a related discipline.
- Experience researching listed and/or unlisted property investments, including funds, syndicates, REITs or ETFs.
- Strong analytical skills and an understanding of investment performance, valuation, portfolio construction and risk.
- Experience conducting investment research and due diligence, with the ability to develop well-reasoned recommendations.
- Excellent communication skills, sound judgement and attention to detail.
- A collaborative approach, intellectual curiosity and a genuine passion for investment markets.
CFA, CAIA or relevant postgraduate qualifications will be highly regarded, along with experience supporting Approved Product Lists and investment governance processes.
Culture & Benefits
Joining Mutual Trust offers you the opportunity to enjoy
- Supportive flexible work arrangements.
- Opportunity to purchase up to four weeks' additional leave each year.
- Inclusive and equitable culture – proudly recognised as an Employer of Choice for Gender Equality (Workplace Gender Equality Agency).
- Award-winning industry leadership – winner of the Euromoney Private Banking Awards 2026 – Australia's Best for Family Office Services.
- Professional training and development for staff of all levels.
- Yearly health and well-being allowance and ongoing activities.
- Employee assistance program that offers free counselling and support for you and your family.
- Annual performance payment (based on your performance and Firm-wide results).
- Paid community/volunteer days and an award-winning staff giving program.
- Reward and Recognition program.
- Ongoing staff entertainment.
About Us
Mutual Trust is a Multi-Family Office which provides integrated wealth services to some of Australia's most successful families, family businesses, trustees, not-for-profits and individuals.
Our purpose is to help families achieve what matters most.
About Our Team
Mutual Trust has over 250 staff, located across our offices in Melbourne, Sydney, Perth, Brisbane and Adelaide.
Our team enjoys a fun and engaging culture.
We have diverse roles and opportunities across wealth management, family office advisory, accounting, tax, agri-business, trustee and philanthropy competencies, supported by a broad corporate team of legal, financial, marketing and P&C professionals.
Only applicants with permanent residency or without visa restrictions will be considered.
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Senior Investment Analyst in Melbourne employer: Mutual Trust
At Mutual Trust, we pride ourselves on being an excellent employer, offering a dynamic work culture that fosters collaboration and innovation. Our Melbourne office provides a supportive environment where you can grow your expertise in tax advisory while working closely with successful families and private groups. With a strong focus on employee development and meaningful client engagement, we ensure that our team members have the opportunity to lead initiatives and make a real impact in their roles.
