Investment Analyst

5 months ago


Brisbane, Australia Perigon Group Full time

Oak Tree own and operate an impressive portfolio of retirement villages along the Eastern Seaboard, specialising in providing affordable, stylish, and secure retirement communities. With c1500 completed units and a secured development pipeline of over 1,000 units, Oak Tree is well placed to continue to meet the demand for quality units catering for the 55-plus cohort who will represent about 31% of our national population by 2030.

Reporting to the Corporate Finance Manager, the Investment Analyst will support Oak Tree’s ongoing M&A activity, valuations, business modelling, portfolio analytics, business cases, and treasury management. This is an exceptional role for an ambitious and technically capable Analyst, working under a highly skilled mentor in an environment that will offer unrivalled career growth within this high performing finance team.

Oak Tree Group offers a market leading company culture that is driven from the executive leadership team down, resulting in a first-class employee experience, low employee turnover with long tenure, and excellent feedback from village residents. Oak Tree Group is now 100% owned by Aware Super, one of Australia’s leading superannuation funds, and have embarked on an exciting period of growth, change, and transformation.

Responsibilities will include, but not be limited to:

- Valuations, Mergers & Acquisitions
- Assisting in financial valuations (internal, external), understanding market factors & key drivers to business valuation.
- Identifying acquisition opportunities, managing due diligence processes and assist with post-merger integration activities.
- Business Modelling & Portfolio Analytics
- Assisting to maintain, refine, and improve business-critical operating models and integrated 3 way forecast models.
- Data collection & analysis on Oak Tree’s portfolio, analysis of key value drivers and providing input into new investment opportunities (developments, re-developments, acquisitions, disposals).
- Business Case Development
- Assist with identifying value adding opportunities, analysis for business case opportunities, developing consolidated business case proposals for executive review & board submission.
- Treasury/Finance
- Assist with short term cash flow liquidity management, medium term financing strategy, covenant reporting & compliance, managing financier relationships.

Joining Oak Tree Group during high growth and expansion, this Investment Analyst role is suited to an ambitious finance professional with advanced financial modelling and strong communication skills to effectively present complex financial & valuation-based concepts. Knowledge of property feasibility is very beneficial, but not essential.

Oak Tree Group promises to make an environment in which all team members can realise their full potential in a fun and teamwork orientated culture, holding up the company values of Authenticity, Accountability, Spirited, and Care. In return, all team members are expected to make contributions that positively impact residents, shareholders, suppliers, wider community, and each other.

Perigon Group are partnered with Oak Tree Group on this recruitment process, please reach out Haydn Furness for more information and a confidential discussion.

(07) 3854 3805


  • Investment Analyst

    6 months ago


    Brisbane, Australia Sharp & Carter Full time

    Agriculture Industry - Commercial Role - High Growth Company **Investment Analyst - Agriculture Industry** **The Position** Join a productive, commercially-minded and dynamic team, reporting to the Group CFO with a dotted line to the COO. Collaborate closely with a skilled group of professionals, contributing valuable analytical insights. Your role will...

  • Investment Analyst

    6 months ago


    Brisbane, Australia QIC Full time

    Investment Analyst **About the role** We currently have an exciting opportunity for an Investment Analyst to join our Real Estate (RE) Asset Creation & Investment Management team based in Brisbane on an open term, permanent basis. Reporting to the Investment Manager, you will be a critical collaborator interacting with various key stakeholders across...


  • Brisbane, Australia Aurex Group Limited Full time

    Entity-level investment analyst - Exposure across asset classes - Highly reputable leadership team **Overview**: Our client is a powerhouse in real estate investment, specialising in real estate corporate advisory across Australia and New Zealand. Committed to propelling investor potential, they are seeking motivated graduate Investment Analysts to join...


  • Brisbane, Australia Australian Retirement Trust Full time

    **An exciting opportunity exists to join our Investment **Operations** and Performance team as an Investment Data Analyst.** **We are flexible for this role to be based in Brisbane or Sydney.** **Why join us?** - State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude...


  • Brisbane, Australia Perigon Group Full time

    Large, sophisticated superannuation business. - CBD location offering flexible work arrangements. - Respected Brand, exciting period of growth, career development **The Company** This highly respected investments business, who has recently gone through significant growth and change is looking to add an Investment Operations Analyst to the team. This is a...

  • Portfolio Analyst

    5 months ago


    Brisbane, Australia Australian Retirement Trust Full time

    **An exciting opportunity exists to join our Investment Resilience and Planning team as a Portfolio Analyst.** **Why join us?** - State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude of spaces to encourage a collaborative culture, our workspaces are something we are...


  • Brisbane, Australia Perigon Group Full time

    Large, sophisticated Funds Management business - CBD location offering flexible work arrangements - Respected Brand, exciting period of growth, career development **The Company** This highly respected Funds Management business has enjoyed a period of significant growth and change and are now looking to add to their Investment Operations team. The successful...

  • Analyst, Metro Sales

    2 weeks ago


    Brisbane, Australia JLL Full time

    JLL supports the Whole You, personally and professionally. Shaping the future of real estate for a better world! At JLL, we see a Brighter Way forward for our clients, our people, our planet, and our communities. With over 200 years of real estate experience, we are, and always have been, in continual pursuit of brighter ways of working. We bring to life see...


  • Brisbane, Queensland, Australia Talent International Full time

    SAP Functional Analyst Role OverviewWe are seeking a highly skilled SAP Functional Analyst to join our team at Talent International. This is an exciting opportunity for an experienced professional to work on enhancing business process functionality within Investment Management and Project Systems.


  • Brisbane, Australia Perigon Group Full time

    Large, sophisticated superannuation business. - CBD location offering flexible work arrangements. - Respected Brand, exciting period of growth, career development **The Company** This highly respected investments business, who has recently gone through significant growth and change due to positive acquisition is looking to add to their investment operations...

  • Analyst (Debt)

    6 months ago


    Brisbane, Australia Aurex Group Limited Full time

    Prestigious Private Equity group - Diversified portfolio - Strong personal development and career growth **The Company**: Our client is a leading privately owned real estate investment manager with expertise across the capital stack and exposure to all real estate asset classes. The Investment Analyst will be based in Brisbane and be part of the investment...

  • Analyst

    2 weeks ago


    Brisbane, Australia QIC Full time

    Analyst **About the role** As the long-term investment manager for the state of Queensland, the State Investments team focuses on the future, helping deliver value to our government clients. We have an exciting permanent opportunity available for an Analyst, State Investments to contribute to the research program, to ensure the delivery of well-diversified...

  • Analyst, Metro Sales

    2 weeks ago


    Brisbane, Australia DAD-Jones Lang LaSalle (QLD) Pty Ltd Full time

    JLL empowers you to shape a brighter way. Our people at JLL and JLL Technologies are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they...


  • Brisbane, Queensland, Australia Exclaim IT Full time

    About the RoleAn experienced SAP Functional Analyst is required to support business and systems requirements analysis, evaluating and enhancing business processes through customized SAP solutions. This role will focus on the SAP Investment Management (IM) and Project Systems (PS) modules, with emphasis on custom enhancements using UI5 Fiori applications.Key...


  • Brisbane, Queensland, Australia Perigon Group Full time

    Company Overview:The Perigon Group is a renowned leader in the renewable energy sector, expanding its Australian operations and seeking investment opportunities that align with its long-term business strategy. With a unique value proposition, the company is poised to capitalize on Australia's natural renewable sources.

  • Private Bank Analyst

    3 months ago


    Brisbane, Australia Commonwealth Bank of Australia Full time

    Private Bank Analyst **Credit Analyst - Brisbane, Perth or Adelaide** **Commonwealth Private** strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a...


  • Brisbane, Australia Queensland Health Full time

    As the Principal Portfolio Performance Analyst you will be responsible for supporting the portfolio management capability of the Queensland Health Digital Portfolio. The Principal Portfolio Performance Analyst, regularly completes portfolio performance reports and analysis, identifies poor performance and recommends and implements pragmatic and actionable...

  • Private Bank Analyst

    3 months ago


    Brisbane, Australia Commonwealth Bank Full time

    **Credit Analyst - Brisbane, Perth or Adelaide**: **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of...

  • Analyst

    3 weeks ago


    Brisbane, Australia QIC Limited Full time

    **About the role As the long-term investment manager for the state of Queensland, the State Investments team focuses on the future, helping deliver value to our government clients. We have an exciting permanent opportunity available for an Analyst, State Investments to contribute to the research program, to ensure the delivery of well-diversified and...

  • Fund Analyst

    6 months ago


    Brisbane, Australia Aurex Group Limited Full time

    Listed platform with excess of $1.5b FUM - Key coverage across asset classes - Strong investment career growth opportunity **The company**: Aurex Group’s client is a privately held real estate investment manager with excess of $1.5bn FUM. With expertise across the capital stack and operating in all asset classes, our client provides access to value for...