Fund Analyst

19 hours 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 jaala@capstonerecruitment.com.au or 0409 942 512.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Analyst

Industries

Real Estate and Funds and Trusts

#J-18808-Ljbffr
  • Fund Analyst

    4 weeks ago


    Sydney, New South Wales, Australia New Forests Full time

    Job Title:Fund AnalystAbout the Role:We are seeking a qualified Fund Analyst to join our asset management team. The successful candidate will be responsible for fund financial and operational modelling, analysis and benchmarking, as well as coordinating and managing platform wide and fund level projects.Key Responsibilities:Fund Management:Fund financial and...

  • Fund Analyst

    1 week ago


    Sydney, New South Wales, Australia beBee Careers Full time

    Investment Fund AnalystThis role involves working with the fund manager to implement investment strategies and provide analytical insights into the portfolio. You will be responsible for conducting market research, reviewing asset valuations, and analyzing transaction impacts.

  • Fund Strategy Analyst

    2 weeks ago


    Sydney, New South Wales, Australia beBee Careers Full time

    Real Estate Portfolio AnalystJob DescriptionWe are seeking a highly skilled and experienced Senior Fund Analyst to join our team. In this role, you will be responsible for supporting the development and execution of the Fund's strategy, gaining deep insight into fund dynamics, and helping shape tactical investment decisions.You will contribute to the...

  • Fund Analyst

    2 weeks ago


    Sydney, New South Wales, Australia The Citco Group Limited Full time

    Join to apply for the Fund Services.Fund Analyst role at The Citco Group Limited.Job DescriptionCitco is a market leader and the premier provider in its industry, with a history dating back to 1948. We are committed to innovation and excellence in asset servicing, serving hedge funds, alternative investments, corporations, and private clients worldwide.About...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyAsset ManagementContract or TemporaryA leading Asset Manager is seeking a Fund Reporting Analyst for a 12-month contract to cover maternity leave.The Fund Reporting Analyst will perform a number of reporting and client servicing tasks within the organisation. With a focus on driving efficiency and accuracy, the role will be responsible for reporting,...


  • Sydney, New South Wales, Australia New Forests Full time

    2 weeks ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.This range is provided by New Forests. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$90,000.00/yr - $120,000.00/yrAdditional compensation typesAnnual BonusDirect message the job...


  • Sydney, New South Wales, Australia beBee Careers Full time

    Fund Accounting Business AnalystWe are seeking a highly skilled Fund Accounting Business Analyst to join our team. As a Fund Accounting Business Analyst, you will play a key role in supporting the business teams to deliver service provision to their clients.Key responsibilities include:Managing and executing non business as usual initiatives such as...


  • Sydney, New South Wales, Australia Dexus Full time

    Join to apply for the Senior Fund Analyst, DHPF role at Dexus2 weeks ago Be among the first 25 applicantsJoin to apply for the Senior Fund Analyst, DHPF role at DexusDexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $54.5 billion. We believe...


  • Sydney, New South Wales, Australia Dexus Full time

    Join to apply for the Senior Fund Analyst, DHPF role at Dexus2 weeks ago Be among the first 25 applicantsJoin to apply for the Senior Fund Analyst, DHPF role at DexusDexus (ASX: DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $54.5 billion. We believe...


  • Sydney, New South Wales, Australia Buscojobs Full time

    time left to apply End Date : June 13, 2025 (17 days left to apply)job requisition id R0005150Dexus (ASX : DXS) is a leading Australasian fully integrated real asset group, managing a high-quality Australasian real estate and infrastructure portfolio valued at $54.5 billion. We believe that the strength and quality of our relationships are central to our...