Portfolio Analyst, Seniors Living

1 week ago

Melbourne, Victoria, Australia Australian Unity Full time

What's on Offer:

You will enjoy a range of great employee benefits and rewards including:

  • Competitive salary + bonus program
  • Enjoy additional yearly Well-Being and Community leave days
  • 14week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby
  • Employee Referral Program
  • Employee Assistance Program support and assistance for you and your partner at those times in life when you need it most
  • Maxxia Rewards a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
  • Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more
  • Available access to LinkedIn Learning courses through our great Learning platform

Your New Role Looks Like This:

Reporting directly to the Senior Portfolio Manager, Seniors Living, the Portfolio Analyst will help drive analytical portfolio management activities for the purpose of optimising investment returns across retirement villages, aged care assets and broader seniors living property assets.

This role is also responsible for valuation activity, reporting, assessing investment opportunities and screening potential transaction projects.

Key Responsibilities Include:

  • Monitoring actual and budgeted performance of current property investments in Seniors Living by maintaining robust and efficient financial models and analysing variances between budgeted and actual return performance. Including driving the biannual distribution process for the Retirement Village Property Fund (RVPF) and the annual budget approval process across the portfolio.
  • Management of endtoend biannual valuation process; a mixture of internal DCF modelling and engagement with independent external valuations. Including presentation to auditors (internal & external) and boarddelegated Audit Committee. This also includes verifying resident data for use in valuations and sales reporting.
  • Undertake adhoc feasibility studies and scenario testing as directed, including for the purposes of the acquisition, disposal and development of properties.
  • Analysing and developing reports for management necessary to assist management with investment decisions, including preparation of presentations for both internal and external recipients.
  • Assisting in administration of projects as required.
  • Working closing with team members in the Seniors Living team to provide analytical support for refurbishment, developments, opportunities and other ad hoc pieces of work.
  • Proactive management of relationships with Group (i.e. investors). This includes preparing presentations on fund strategy and performance presentations as required.
  • Management of ongoing debt facility obligations and when relevant, support Senior Manager of Treasury & Debt Capital Markets with debt refinances, preparing documentation with relevant information for prospective financiers, and associated activities to implement facilities.
  • Management of and reporting on debt facility covenant requirements (with loan attestation processes), including monthly checks of compliance with financial and nonfinancial covenants.
  • Management of interest rate hedging strategies in relation to the debt facility in conjunction with Senior Manager of Treasury and Debt Capital Markets.

About You:

  • Tertiary qualifications in Property, Business or Finance with a preference for a CA or CPA qualification
  • Strong property industry experience in either single sector disciplines or across industry experience
  • Advanced computer skills, particularly Microsoft Excel
  • Strong analytical experience (including property analytics)
  • Financial acumen, in particular strong accounting and mathematical skills
  • Extremely strong experience in stakeholder management with the ability to develop effective relationships
  • Ability to work autonomously, yet adaptable within a team environment to ensure timeframes and deadlines are met
  • Demonstrated initiative in completing tasks to tight deadlines and the flexibility to handle constantly changing priorities

What Makes Us, Us


We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people.

We support our employees Real Wellbeing so that they can better support our members' and customers' wellbeing journey.

At Australian Unity We're for real wellbeing. For us, real wellbeing means so much more than physical health. It's about your standard of living, your personal relationships and being connected to your community.

It's about what you want to achieve in life, while having the security to get out and do what makes you happy.

We're
bold, warm and honest. We make a real difference to people's wellbeing.

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