Investment Analyst/associate

7 days ago

Melbourne, Victoria, Australia Collins Executive Recruitment Full time
Gain end-to-end investment experience with a prominent real estate fund

  • Join an established and growing team
  • Flat team structure with clear career development opportunities

The opportunity:

***As Investment Analyst within the Funds Management team, you will gain exposure to acquisitions, fund monitoring, financial analysis & modelling and reporting.


The performance monitoring, financial modelling, reporting and analysis you provide will enable the fund and its stakeholders to make well-informed, strategic investment decisions regarding current portfolios and assets, potential acquisitions, and the ongoing delivery of investment returns to clients.


The financial reporting and analysis you provide will incorporate capital and market intelligence, including the asset pricing metrics, interest rate markets, monitoring and analysis of key market trends, revenues, occupancies, supply pipelines and changes to demand drivers.


In addition, you will assist in managing asset strategy by providing support in asset budget review and assessment, asset acquisition and divestment works, refurbishment feasibilities and investment project/s strategy and analysis.


Responsibilities of your role include cash flow modelling, investment returns calculations and analysis, fund level budgeting and forecasting, valuation management and the preparation of asset acquisition, divestment and investment review reports.


Upon successful hire, you will:

  • Prepare performance reports (vs budget) and provide variance analysis;
  • Monitor asset level performance in conjunction with the Asset Management team;
  • Monitor fund level performance in conjunction with Finance Team;
  • Create and maintain cashflow forecast models;
  • Bank facility reporting;
  • Participate in fund level budgeting, including calculation of asset level and equity returns;
  • Assist with debt facility arrangement in conjunction with the Debt Capital Markets team;
  • Assisting with coordination of capital calls from investors;
  • Preparing acquisition papers for submission to Investment Committee in conjunction with the acquisitions team;
  • Independent and internal valuation management and reporting;
  • Internal reporting, including to the Investment Committee, the Compliance and Risk Committee and the Trustee Board;
  • Other ad hoc analysis and reporting as requested from time to time;
  • 26 years of experience as a financial analyst in a relevant industry, such as accounting, finance, banking, property, consulting and funds management;
  • Experience working with and reporting to different levels of internal and external management;
  • A high level of familiarity with financial statements and financial analysis;
  • Ability to build and maintain Excelbased financial models;
  • High level of attention to detail, good with numbers;
  • Ability to grasp complex concepts and process information relatively quickly;
  • The ability to communicate effectively with internal and external stakeholders using highly effective written and verbal communication skills;
  • Understanding of Australian Accounting Standards and how they interact with financial returns analysis;
  • Welldeveloped analytical, decisionmaking and problemsolving skills;
  • Excellent organisational and project management skills;
  • Excellent report writing skills;

  • Associate Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Associate Investment AnalystZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Analyst or Associate

    7 days ago

    Melbourne, Victoria, Australia Numbers Executive Full time

    Real Estate Investment Manager Investment Analyst level opportunity Suit professionals with real estate valuation and corporate finance experienceOur clientNumbers Executive is supporting a highly successful real estate investment manager (with in excess of $1bn of assets under management) to appoint a new Investment Analyst to the team in Melbourne. With a...

  • Associate Investment Analyst

    1 week ago

    Melbourne, Victoria, Australia Lonsec Full time

    We are currently seeking an Associate Investment Analyst to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis.The role of the Associate Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers.The Associate Investment Analyst will work across a range of...

  • Investment Banking Associate

    7 days ago

    Melbourne, Victoria, Australia Collins Executive Recruitment Full time

    Excellent pipeline of high-profile deals Great leadership team Clear career progression pathMy client is a high-performing independent investment bank with an excellent reputation and client list. The team is looking to hire an experienced Associate to help them execute on a strong and diverse pipeline of deals.You will have a background in M&A/Corporate...

  • Investment Analyst Acquisitions

    7 days ago

    Melbourne, Victoria, Australia W Talent Full time

    BANKING & FINANCE ANALYST MELBOURNE PERMANENT / FULL TIME_12/4/2023 _Renowned Melbourne Developer focused on mixed-use developments and across Victoria. The company require an experienced Investment Analyst to join their team and contribute to the growth of our property development portfolio through acquisitions. The team are passionate about their work and...

  • Investment Associate

    1 week ago

    Melbourne, Victoria, Australia Lighter Capital Full time

    Investment AssociateLighter Capital is venture backed fintech company that has created a new fundraising path forearly-stage tech enterprises. Our transparent, data-driven, tech-enabled process providesentrepreneurs financing quickly without making them give up equity or board seats. We workwith hundreds of visionary startup CEOs each year and our products...

  • Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Investment Banking- PermanentOur client is a prominent asset owner in Melbourne seeking an Investment Analyst for their Private Markets team.This is an exceptional opportunity to work as an Analyst for the Private Markets investment team. Initially you will be working as part of the Listed Tangibles investment team, although you will likely work...

  • investment analyst

    7 days ago

    Melbourne, Victoria, Australia Redpath Partners Full time

    Real Estate & PropertyCapital Transactions/InvestmentMelbournePermanent / Full TimeNewly created role with established property groupExcellent career prospectsEmployer of choice with a fantastic office culture - Melbourne CBD locationOur ClientRedpath Partners are thrilled to collaborate with a leading global real estate group. The Real Estate Investment...

  • Investment Analyst

    1 week ago

    Melbourne, Victoria, Australia Redpath Partners Pty Full time

    Our ClientRedpath Partners are excited to be partnering with a leading global real estate group. The Real Estate Investment team is a very high performing group and due to the continued growth, an opportunity has become available for an Analyst or Associate to join the team.The OpportunityAs Part Of The Investment Team Duties Will IncludeInvestment analysis...

  • Investment Associate

    3 weeks ago

    Melbourne, Victoria, Australia Lighter Capital Full time

    Lighter Capital is venture backed fintech company that has created a new fundraising path for early-stage tech enterprises. Our transparent, data-driven, tech-enabled process provides entrepreneurs financing quickly without making them give up equity or board seats. We work with hundreds of visionary startup CEOs each year and our products are truly...

  • Investment Associate

    2 months ago

    Melbourne, Victoria, Australia Lighter Capital Full time

    Lighter Capital is venture backed fintech company that has created a new fundraising path for early-stage tech enterprises. Our transparent, data-driven, tech-enabled process provides entrepreneurs financing quickly without making them give up equity or board seats. We work with hundreds of visionary startup CEOs each year and our products are truly...

  • Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia FourQuarters Full time

    Leading Property Fund Manager Join a High Calibre Growing Team Opportunity to Transition Finance Experience to InvestmentsInvestment Analyst - Funds Management - PropertyThe OrganisationMy client is leading multi-asset investment fund manager, with presence across Australia and Internationally they are a leader in the industry with strong capital sources and...

  • Investment Analyst, Debt Investments

    7 days ago

    Melbourne, Victoria, Australia IFM Investors Full time

    Investment Analyst, Debt InvestmentsThe OpportunityAt IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where you're...

  • Investment Associate

    1 week ago

    Melbourne, Victoria, Australia Kenbury Consulting Full time

    Job Information:Industry Private EquityWork Experience 45 yearsCity MelbourneState/Province VictoriaCountry AustraliaZip/Postal Code 3000Number of Positions 1 Investment Associate Infrastructure Melbourne based Notable deal makersAre you a driven financial professional seeking an opportunity to make a significant impact in the infrastructure investment...

  • Equity Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Investment Banking- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a Senior Analyst , working as part of their Listed Equity investment team to review macro-economic factors and complete listed equity analysis and equity investment manager...

  • Analyst / Associate – Infrastructure Equity Investment – Melbourne

    1 week ago

    Melbourne, Victoria, Australia Platinum Pacific Partners Full time

    Global Investor Market Leading Team Melbourne The organisation is looking to hire an Analyst or an Associate to join its origination team in its Melbourne office. The key responsibilities will include undertaking financial analysis, modelling, due diligence and documentation as well as liaising and negotiating with project stakeholders. As part of a small...

  • Equity Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a Senior Analyst , working as part of their Listed Equity investment team to review macro-economic factors and complete listed equity analysis and equity investment manager...

  • Analyst, Investment Data Governance

    7 days ago

    Melbourne, Victoria, Australia IFM Investors Full time

    About usBusiness OverviewOur Operations team collaborates across the business with a strong emphasis on designing solutions, increasing efficiency and reducing operational risks.The team consists of several areas of specialisation including: Transaction Management & Support Investment Operations & Client Service Investment Risk & Execution Oversight Business...

  • Investment Analyst

    7 days ago

    Melbourne, Victoria, Australia QIC Limited Full time

    About the role:We are currently seeking an Investment Analyst to join our Real Estate Asset Creation and Investment Management team on an open term basis based in Melbourne. This is an exciting opportunity which report into the Investment Manager working on key assets Pacific Epping and Merrifield City.The successful applicant will have experience working in...

  • Property Investment Analyst

    1 week ago

    Melbourne, Victoria, Australia KordaMentha Full time

    Job TitleProperty Investment AnalystJob LocationMelbourneDivisionReal EstateDescription- Our businessKordaMentha Real Estate is a privately owned business that advises on, develops, transacts, and invests in real estate - its own, its clients and with investment partners. The team has demonstrated experience at establishing creative real estate solutions and...