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Fund Analyst

3 months ago


Brisbane, Queensland, Australia Aurex Group Limited Full time
Listed platform with over $1bn of AUM in Australia and New Zealand

  • Key coverage across asset classes
  • Strong investment career growth opportunity

The company:

Aurex Group's client is an independent Australian property investment manager with excess of $1bn in assets under management.

The firm was established with a strong focus on individual and family office investors, providing innovative and value-add strategies to support their investment goals.

As the market evolved, so too did our client, now operating in the office, retail, industrial & logistics, social infrastructure, and private debt sectors.

It is a privately held group and structured countercyclical, well placed for the foreseeable future.

They have been creating strategies surrounding their institutional funds and currently seeking to appoint a Fund Analyst to sit within the Funds Management team.


Key Responsibilities:

  • Manage and enhance the portfolio of existing investments; devise and execute investment strategies and assist in the daytoday management of funds.
  • Identify, evaluate, and execute new investments; assist with due diligence and preparation of investment reports and financial models.
  • Prepare and maintain reports to Investors, committees, and the board; adhoc and monthly portfolio analysis.
  • Assist in the development of marketing, capital raisings; engage with investors and industry bodies.
  • Prepare coherent and accurate hold/sell analysis providing reliable accurate forecast investment returns on which key decisions can be made.

Key Skills:

  • Bachelor's degree in Property Economics, Finance, Business, or related discipline.
  • 35 years' experience in financial modelling for commercial real estate.
  • Excellent ability to articulate and analyse data.
  • Outstanding presentation and reporting skills.
  • Strong critical thinking and business acumen, intellectual curiosity balanced with practical mindset, actionoriented and a good sense of urgency.

What we offer:

  • Exposure to diverse investments.
  • Financially rewarding completive salary, performancebased bonuses, and benefits.
  • Strong career growth opportunities.
  • Liaise with highvalue investors.
  • Collaborative working environment across teams funds, transactions, and asset management.