At a Glance
- Tasks: Join the Investments team to analyse and manage real estate transactions from start to finish.
- Company: Leading Sydney-based real estate funds management and private equity platform.
- Benefits: Gain hands-on experience in a dynamic environment with growth opportunities.
- Other info: Collaborative culture with entrepreneurial ownership and diverse investment strategies.
- Why this job: Make an impact in real estate investments while developing your analytical skills.
- Qualifications: Degree in business, finance, or economics; 1-4 years in investment banking or real estate.
The predicted salary is between 72000 - 88000 $ per year.
Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Investment Analyst into their Investments team.
About our client
- A strong track record of proprietary, value-oriented transactions across office, industrial, healthcare, retail and alternative assets.
- Deals ranging from single-asset acquisitions to multi-asset and corporate portfolio transactions.
- Backed by significant private and institutional capital and an entrepreneurial ownership group.
- Multiple strategies in the pipeline, which this role will play an active part in.
The role
You’ll sit within the Investments team and report to senior leadership, working on live transactions and fund management, from start to finish across sourcing, underwriting, financial modelling, investment committee papers and execution.
Coverage
- Single-asset opportunities across commercial, industrial, retail, residential, logistics, cold storage, multifamily, self-storage, student housing, hotels and resorts, and entertainment and leisure assets.
- Multi-asset and corporate portfolio opportunities.
- Private equity, corporate finance and fund modelling.
Key responsibilities
- Financial modelling and analysis to support underwriting of acquisitions and disposals.
- Preparing investment committee memos and bid and offer materials.
- Market research to support investment strategies and identify new opportunities.
- Drafting parts of business cases.
- Supporting capital raising for future funds as needed.
- Special projects across the platform.
What you’ll bring
- A degree in business, finance, economics or property.
- 1 to 4+ years in investment banking (real estate IB an advantage but not essential) or real estate private equity.
- Strong modelling and analytical skills, with close attention to detail.
- Clear verbal and concise written communication.
- A disciplined investment approach combined with commercial creativity and speed.
- A collaborative style that suits one integrated team across property, corporate and funds.
Investment Analyst in Sydney employer: Roundtree Search
Roundtree Search offers an exceptional opportunity for an Analyst in Real Estate Private Equity within a dynamic and entrepreneurial environment in Sydney. The company fosters a collaborative work culture that encourages professional growth through exposure to diverse investment strategies and hands-on experience across the full deal lifecycle. With a strong commitment to employee development and a focus on innovative, value-oriented transactions, this role promises meaningful engagement in a thriving sector.
