Portfolio & Investment Analyst

Portfolio & Investment Analyst

Full-Time On-site
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Our client is a leading ASX200 listed real estate investment group with a substantial portfolio of social infrastructure assets across Australia. The business has established itself as a recognised owner, developer and manager of childcare and healthcare assets, with a long-term track record of growth and capital deployment.

An opportunity now exists for an Analyst to join the Investment & Portfolio team, supporting a broad range of valuation, portfolio management, investment analysis and transaction-related activities.

The Opportunity

Reporting to the Head of Investment & Portfolio, the successful candidate will gain broad exposure across the management and performance of a significant property portfolio, while working closely with senior investment professionals on valuation, investment and strategic decision-making activities.

The role offers a high-visibility seat within a lean and well-regarded team, providing exposure across both portfolio management and investment functions that would typically sit across multiple roles in larger organisations.

Key responsibilities include:

  • Supporting portfolio and asset-level valuation processes
  • Maintaining and enhancing financial models used for investment and portfolio decision-making
  • Tenant, asset and portfolio performance analysis
  • Acquisition and divestment support, including due diligence and investment papers
  • Industry research, market analysis and portfolio reporting
  • Preparation of materials for senior management and Board consideration
  • Liaison with valuers, consultants, tenants and other external stakeholders

Required Skills & Experience

We are interested in speaking with candidates who possess approximately 2-5 years' experience gained within valuations, advisory, funds management, property, infrastructure or a related analytical environment.

The successful candidate will bring:

  • Strong financial modelling and analytical capability
  • Exposure to valuation, investment analysis or portfolio reporting activities
  • Excellent communication and stakeholder management skills
  • Strong attention to detail and commercial judgement
  • The ability to operate effectively within a lean and collaborative team environment

Experience within property, infrastructure or other asset-intensive sectors will be viewed favourably, however candidates from broader advisory and investment-related backgrounds are encouraged to apply.

Additional information

  • ASX200 Listed Property Investment Platform
  • Broad Exposure Across Portfolio Management, Valuations and Capital Transactions
  • High-visibility Role Supporting Senior Investment Decision-Makers

Portfolio & Investment Analyst employer: Numbers Executive

As a Vice President in the TMT team at a leading global investment bank, you will thrive in a dynamic and supportive work culture that prioritises collaboration and professional growth. With a focus on digital infrastructure, this role offers the chance to engage in high-profile transactions while mentoring junior staff, all within the vibrant cities of Sydney or Melbourne, known for their rich cultural landscapes and strong business environments. The company is committed to fostering an inclusive atmosphere where innovative ideas are encouraged, making it an exceptional employer for those seeking meaningful and rewarding careers.

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Contact Details:

Numbers Executive Recruitment Team