Senior Research Analyst

2 weeks ago

Melbourne, Victoria, Australia Pallas Capital Full time

12 hours ago Be among the first 25 applicants

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Under the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries.

Pallas Capital is a debt and equity fund manager specialising in the financing of Australian and New Zealand Commercial Real Estate. The business was established in direct response to the growing lack of credit in Australia's mid-range property market; a situation exacerbated by the shortage of reputable, risk-adverse, non-bank lenders.

Fortis our property development-management business, has a portfolio of more than $750 million in successfully completed residential and commercial projects, with a further $560 million to be completed by the end of the year.

Due to continued growth, in Pallas Capital there is an opportunity for a Senior Research Analyst in Fund Portfolio Management team.

About the Role

The Senior Research Analyst plays a key role in supporting the management and strategic positioning of Pallas' suite of wholesale fund and other investment type products. The new role provides analytical and operational support across market and competitor data sets and research, and internal and external facing content, including responses to due diligence and research rating agency requests. Specifically, leading research on private debt investment opportunities, including due diligence and performance analysis, while also providing insights to product development, distribution teams and senior management.

Working closely with the Associate Director – Fund Portfolios, Portfolio Analyst and broader Operation, Marketing & Distribution teams, this role is ideal for someone who combines strong analytical capability with a keen interest in market research, fund strategy, and stakeholder communication and relationship management.

This position is based full-time in Pallas Capital's Sydney (HQ) or Melbourne Office.

Key Responsibilities:

Conduct ongoing APAC (and other jurisdictions as required) quantitative and qualitative research on industry and market trends, investment activity, and macroeconomic indicators and positioning and credit/origination policies
Maintain a competitor analysis database, tracking product positioning, pricing, and relative performance metrics relative to each Pallas fund or product, identify potential threats and opportunities that could impact the funds
Develop research methodologies and strategies to address specific project requirements. Present findings and recommendations to senior management
Collaborate with cross-functional teams to integrate research insights into business strategies
Stay abreast of industry developments and emerging trends to provide forward-thinking recommendations and insights for internal use and external publication, contributing to investment communications and content strategy
Assist in the monitoring and analysis of portfolio performance across wholesale investment funds
Oversee market outlook (lending and origination) commentary for monthly and quarterly reporting on fund performance, and other ad hoc applications
Support internal reporting for senior stakeholders, ensuring accuracy and consistency across fund data
Analyse different fund structures and propose solutions to enhance portfolio performance and/or other features to optimise product offering and benefit Pallas Capital's strategic objectives
Participate as required in meetings and calls (including webinars) with internal and external stakeholders, providing expert insights into product positioning relative to competitor landscape and investment strategy
Project manage the coordination and submission of responses for annual research rating firm agency reviews and periodic product assessments
Assist as required in the preparation and/or procurement of Single Asset / Fund Investment Memoranda, ensuring materials are compelling and accurate and reflect the asset class, and structural market and macroeconomic landscape
Monitor customer complaints data to identify relevant insights and opportunities for improvement, including identification of root causes and solutions (as it relates to product design or client services) for best in class positioning in market
Draft and maintain high-quality market/ competitor landscape and product responses to investor due diligence questionnaires (DDQs) and fund platform queries.
Oversee timely reporting/ communication with platforms/ WRAPs and research rating firms, as required
Support updates to a variety of content applications through investment pitch decks, fund summaries, and other product collateral covering market/ competitor landscape with liaison with other teams
Distil research findings to senior leadership and stakeholders through reports and presentations
Assist in process improvements to enhance the efficiency and quality of reporting and fund communication workflows
Contribute to the development and maintenance of tools and outputs that support performance analytics and benchmarking across a range of business management metrics
Leading and overseeing research projects from inception to completion, ensuring methodological rigor and relevance to business goals
Work collaboratively in a fast-paced, team-oriented environment
As required travel for presentations, briefings, meetings and conferences between business and third-party premises (including interstate)

About You

Tertiary qualifications in Finance, Commerce, Economics, or a related discipline.
Strong understanding of wholesale investment structures, managed funds, and capital allocation processes.
Proficiency in Excel, PowerPoint, and financial modelling; knowledge of statistical analysis software (e.g., SQL, Python, SPSS) and data visualisation tools (such as Tableau or Power BI) are a strong advantage.
Working knowledge of AI research tools such as Perplexity Deep Research.
Excellent written and verbal communication skills, particularly for investor and stakeholder audiences.
Attention to detail and ability to produce clear, accurate, professional and insightful reporting materials.
Comfortable working cross-functionally and managing deliverables across multiple workstreams. Strong time management skills with the ability to manage multiple tasks with competing priorities and deadlines
Ability to see through to conclusion complex queries
Competent at directing your own thorough research using various data sources and tools and executing ideas
Strong analytical and quantitative skills, with the ability to interpret data and draw meaningful conclusions.
Proficiency in data analysis and visualization tools to effectively analyse and present financial and market data
Excellent communication, relationship, interpersonal and negotiating skills – internally and externally
Ability to build a profile in the market
5 years' experience in funds management, investment analysis, corporate finance, investment banking or financial services
Strong understanding of the Commercial Real Estate debt and equity markets
Experience in translating research findings into actionable business recommendations aligned with business strategic objectives.
Experience in supporting production of investment reports, fund updates, or IMs.
Exposure to wholesale investor markets, platform structures, or fund distribution is highly desirable
Prior experience working with investor relations, asset managers, or rating agencies is a plus

The people are entrepreneurial; the business is young and proving itself fast: it is a great time to join the group. Pallas is committed to growth and to involving high performers in the achievement of results. The role suits candidates with energy, ambition and technical capability.

This is a real opportunity for someone to make an impact and show what they are capable of next. Importantly, we seek to make Pallas Group a great place to work. We care for our team inside and outside of work, and we provide a dynamic work environment where we work together collaboratively. Given our size, our people are given the opportunity to make a difference, own the work they do and grow their career as the business continues grow.

To Apply

Please submit your application by clicking the 'Apply' button below and ensure you include your full CV.

Please note that due to the volume of applications, only shortlisted candidates will be contacted. We appreciate your understanding.

Seniority level

Seniority levelMid-Senior level

Employment type

Employment typeFull-time

Job function

Job functionFinance, Research, and Analyst

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