At a Glance
- Tasks: Build financial models and analyse portfolio performance to drive strategic decisions.
- Company: Join Qualitas, a leading ASX-listed real estate investment manager in Melbourne.
- Benefits: Enjoy a full-time role with opportunities for growth and a diverse workplace.
- Other info: We celebrate diversity and encourage applicants from all backgrounds.
- Why this job: Make an impact in finance while working with passionate professionals in real estate.
- Qualifications: 2+ years in finance or related fields; strong analytical and Excel skills required.
The predicted salary is between 66150 - 80850 $ per year.
Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.
As a Portfolio Analyst, you'll be at the heart of our investment process—building sophisticated financial models, evaluating portfolio performance, and delivering insightful internal and investor reporting. You’ll work closely with our Investment, Risk, Finance, Capital, and Operations teams to ensure informed, strategic decision-making across our growing portfolio.
Location: Melbourne
Employment Type: Permanent Full-time
Key responsibilities:
- Develop and enhance financial models to monitor fund performance and forecasting.
- Support regular reporting cycles (weekly dashboards, monthly and quarterly investor reports).
- Provide in-depth portfolio analysis including profitability, leverage, and capital allocations.
- Liaise with external fund administrators for capital calls and distributions.
- Contribute to investor presentations, fund performance meetings, and capital raising support.
What you’ll bring to the role:
- Minimum 2 years of experience in finance, accounting, funds management, or a related field.
- Strong analytical skills and advanced Excel capability.
- A tertiary qualification in finance, accounting, economics, or similar; CFA/CA/CPA is a bonus.
- Excellent communication skills and a collaborative mindset.
- Passion for real assets, private credit, or real estate investments is a plus.
We recognise that our people are our greatest strength and as an equal opportunity employer, we are committed to celebrating diversity and fostering an inclusive and equitable workplace where all employees are empowered to thrive.
If you’re eager to contribute to a culture of excellence and innovation, we’d love to hear from you. Please submit your resume outlining your experience and suitability for the role. We encourage candidates from all backgrounds to apply for this role and do not discriminate on the basis of age, sex, nationality, race, ethnicity, gender identity or expression, sexual orientation, veteran status, marital status, family status, pregnancy, religion, beliefs, neurodiversity or disabilities.
Seniority level: Associate
Employment type: Full-time
Job function: Finance
Industries: Financial Services, Investment Banking, and Real Estate
Portfolio Analyst in Melbourne employer: Qualitas
Qualitas is an exceptional employer that values its people as its greatest strength, fostering a culture of diversity and inclusion in the heart of Melbourne. As a Portfolio Analyst, you will have the opportunity to work collaboratively across various teams, enhancing your skills while contributing to innovative investment strategies. With a commitment to employee growth and a supportive work environment, Qualitas offers a rewarding career path in the dynamic field of real estate investment.
