Investment Associate

Found in: beBee jobs AU - 3 weeks ago


Sydney, New South Wales, Australia Robert Walters Full time

Our client is seeking a dedicated and detail-oriented Property Finance Investment Analyst/Associate to join their dynamic team. This role offers an exciting opportunity to delve into the world of property finance, where you will be instrumental in analysing and determining the credit worthiness of various debt transactions.

Property Finance Analyst/Associate
Salary: Competitive and based on experience

Location: Sydney

Our client is seeking a dedicated and detail-oriented Property Finance Analyst/Associate to join their dynamic team. This role offers an exciting opportunity to delve into the world of property finance, where you will be instrumental in analysing and determining the credit worthiness of various debt transactions.

You'll have the chance to work with a diverse range of stakeholders, from Portfolio Managers to Directors, and play a key role in shaping financial strategies. The successful candidate will enjoy a collaborative work environment that values inclusivity, empathy, and commitment.

What you'll do:

As a Property Finance Analyst/Associate, you will be at the heart of our client's operations. Your primary responsibility will be supporting the Portfolio Manager in analysing the credit worthiness of various transactions. This involves conducting comprehensive market research, developing robust financial models, engaging with clients to understand their funding requirements, maintaining accurate records of deals, assisting with due diligence processes, identifying transaction risks, drafting investment papers, and assisting with deal execution. Your role is crucial in ensuring smooth transaction processes from start to finish.

Conduct general and targeted market research to understand and analyse property and financial markets
Review and analyse property investment transactions and development proposals across various assets
Develop financial models that assess the financial feasibility of property debt and equity transactions
Assist Portfolio Manager with client engagement to understand funding requirements and evaluate proposal feasibility & capital structure
Conduct required on-boarding checks in relation to KYC, AML, and CTF obligations
Maintain accurate records of all proposed, progressing, and completed deals in applicable databases or systems
Assist with all aspects of the due diligence process, including evaluating and summarising valuations, builders, project documentation, market research, planning advice and status
Identify and mitigate key risks in the transactions
Draft credit and investment papers in consultation with Directors for review and tabling of investment decisions
Assist with deal execution process, including reviewing loan documents, inter-creditor arrangements, joint venture agreements etc.

What you bring:

The ideal candidate for the Property Finance Analyst/Associate role brings a wealth of experience and skills to the table. You have strong analytical skills with a proven track record in financial modelling and an excellent understanding of property finance markets. Your experience in conducting due diligence processes for property investment transactions sets you apart. You are adept at identifying and mitigating risks in transactions, and your strong interpersonal skills enable effective stakeholder engagement. Your ability to draft credit and investment papers for review by senior management is crucial. Knowledge of KYC, AML, and CTF obligations is essential, as is your ability to maintain accurate records of deals in applicable databases or systems. Your experience in deal execution processes rounds out your skill set.

Strong analytical skills with experience in financial modelling
Excellent understanding of property finance markets
Experience in conducting due diligence processes for property investment transactions
Ability to identify and mitigate risks in transactions
Strong interpersonal skills for effective stakeholder engagement
Experience in drafting credit and investment papers for review by senior management
Knowledge of KYC, AML, and CTF obligations
Ability to maintain accurate records of deals in applicable databases or systems
Experience in deal execution processes, including reviewing loan documents, inter-creditor arrangements, joint venture agreements etc.

What sets this company apart:

Our client is renowned for their commitment to creating an inclusive work environment that values empathy and collaboration. They believe in nurturing talent and providing opportunities for growth and development. Their dynamic team is made up of individuals who are passionate about what they do, and they are committed to delivering exceptional results. This is a fantastic opportunity to join a company that truly values its employees and provides a supportive and engaging work environment.

What's next:

Ready to take the next step in your career? Don't miss this exciting opportunity

Apply today by clicking on the link

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Alana Sargant on for a confidential discussion.


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