Fund Analyst

4 weeks ago

Sydney, New South Wales, Australia Capstone Full time

Capstone Sydney, New South Wales, Australia

Recruitment Specialist across Investment, Funds Management, Capital Markets and Direct Property

Our Client:

Our client is an Australian real estate fund manager experiencing rapid growth with over $1bn in funds under management (FUM). With a diversified portfolio across office, retail, and industrial properties, they are sector agnostic and focus on delivering exceptional investment performance. The firm boasts a strong pipeline and a range of active funds, including an ongoing development fund, making it an exciting time to join the team.

Position Overview

This newly created Fund Analyst role offers an excellent opportunity for a talented and driven professional to join a rapidly growing real estate fund manager. The role is broad and spans across funds management, capital transactions, and investment management. You will be working closely with various teams to provide key financial analysis, support capital transactions, and contribute to the strategic management of the firm's diverse portfolio.

Key Responsibilities

  1. Investment Opportunity Analysis.
  2. Reporting & Stakeholder Engagement.
  3. Support Strategic Initiatives.
  4. Ad-hoc Research & Reporting.

Required Skills & Experience

  1. Proven experience in real estate fund management or investment management.
  2. Strong experience with MRI Investment Management software is essential.
  3. Advanced skills in financial modelling, forecasting, and valuation.
  4. Familiarity with capital transactions, including acquisitions, developments, and disposals.

How to Apply:

To express your interest in this role please APPLY NOW or contact Jaala Coppola for further information at or

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst

Industries

Real Estate and Funds and Trusts

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