Investment Analyst

2 months ago


Melbourne, Australia FourQuarters Full time

Leading Property Fund Manager
- Join a High Calibre Growing Team
- Opportunity to Transition Finance Experience to Investments

Investment Analyst - Funds Management - Property

**The Organisation**

My client is leading multi-asset investment fund manager, with presence across Australia and Internationally they are a leader in the industry with strong capital sources and deal pipeline

**The Role**

As an Analyst within the Funds Management team, you will assist with providing stakeholders and investors with high quality performance monitoring, financial modelling, reporting and analysis on acquisitions across a variety of property asset classes

Key responsibilities
- Prepare performance reports (vs budget) and provide variance analysis
- Monitor asset level performance in conjunction with Asset Management team
- Monitor fund level performance in conjunction with Finance Team
- Create and maintain cashflow forecast models
- Bank facility reporting
- Participate in fund level budgeting, including calculation of asset level and equity returns
- Assist with debt facility arrangement in conjunction with Debt Capital Markets team
- Assisting with co-ordination of capital calls from investors
- Preparing acquisition papers for submission to Investment Committee in conjunction with the acquisitions team.
- Independent and internal valuation management and reporting
- Internal reporting, including to the Investment Committee, the Compliance and Risk Committee and the Trustee Board.
- Other ad hoc analysis and reporting as requested from time to time.

**Key requirements**
- Relevant tertiary degree in Accounting, Finance, Property, Engineering or equivalent.
- CA, CPA or CFA qualified or working towards (desirable).
- 1-4 years’ experience as a financial analyst in a relevant industry, such as accounting, finance, banking, property, consulting and funds management
- Experience working with and reporting to different levels of internal and external management



  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...


  • Melbourne, Australia Zenith Investment Partners Full time

    Associate Investment Analyst Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Analyst

    1 day ago


    Melbourne, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers’ investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds. A finance related degree...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...


  • Melbourne, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia’s leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology. The Associate...

  • Investment Analyst

    2 weeks ago


    Melbourne, Australia Lonsec Full time

    **Join our Research team in Melbourne or Sydney! **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries &...


  • Melbourne, Australia IFM Investors Full time

    Investment Analyst, Debt Investments **The Opportunity** At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world. So, we have made sure to create a workplace that's inclusive, accountable, and collaborative. Where...

  • Investment Analyst

    2 months ago


    Melbourne, Australia FourQuarters Recruitment Pty Ltd Full time

    Growing business - Diverse investment focus - Excellent career development and mentoring Our client, is a leading funds management group who specialises in the management of fixed income products. With over 15 years of experience operating in the Melbourne funds management market, they differentiate themselves through a compelling ownership structure and...


  • Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Investment Banking- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a **Senior Analyst **, working as part of their **Listed Equity investment team **to review macro-economic factors and complete listed equity analysis and equity investment...


  • Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- Contract or TemporaryOur client is a prominent global asset manager, with a substantial presence in Australia, and headquartered in Melbourne, seeking a **Senior Analyst **, working as part of their **Listed Equity investment team **to review macro-economic factors and complete listed equity analysis and equity investment manager...

  • Investment Analyst

    1 month ago


    Melbourne, Australia QIC Limited Full time

    **About the role**: We are currently seeking an Investment Analyst to join our Real Estate Asset Creation and Investment Management team on an open term basis based in Melbourne. This is an exciting opportunity which report into the Investment Manager working on key assets Pacific Epping and Merrifield City. The successful applicant will have experience...

  • Investment Analyst

    11 hours ago


    Melbourne City Centre, Australia HAYS Full time

    Experienced financial analyst required to join a reputable government organisation, attractive day rate! **Your new company** This state government organisation is seeking an experienced Investment Analyst to join their Service Transformation team. **Your new role** As an Investment Analyst reporting into the Head of Strategy your responsibilities will...


  • Melbourne, Australia Lonsec Full time

    We are currently seeking an **Associate Investment Analyst **to join our Manager Research team in Melbourne or Sydney on a permanent, Full-Time basis. The role of the Associate Investment Analyst is to provide a high-level of managed fund product research to financial advisers and other subscribers. The Associate Investment Analyst will work across a range...


  • Melbourne, Australia Lonsec Full time

    **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and...


  • Melbourne, Australia Lonsec Full time

    **About Lonsec** The Lonsec group is one of Australia’s leading investment research houses, providing financial product ratings, market insights & portfolio construction tools to empower financial advisers, advice licensees, fund managers and super funds. Our mission is to help financial intermediaries & investors leverage our knowledge & expertise, and...

  • Investment Analyst

    1 month ago


    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne **Salary** Negotiable **Job Type** Full Time **Ref** BBBH96316_1676338626 **Contact** Anita Fonseka **Posted** about 1 hour ago **The role** The investment analyst will be responsible for developing business cases and financial models for investments in transformation and business improvement initiatives...

  • Investment Analyst

    1 week ago


    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne **Salary** Negotiable **Job Type** Full Time **Ref** BBBH96316_1676338626 **Contact** Anita Fonseka **Posted** about 1 hour ago **The role** The investment analyst will be responsible for developing business cases and financial models for investments in transformation and business improvement initiatives...

  • Investment Analyst

    1 month ago


    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne **Salary** Negotiable **Job Type** Full Time **Ref** BBBH96316_1673486103 **Contact** Anita Fonseka **Posted** about 6 hours ago **The role** The investment analyst will be responsible for developing business cases and financial models for investments in transformation and business improvement initiatives...


  • Melbourne, Australia Anton Murray Consulting Full time

    Melbourne- Asset Management- PermanentThis is a fantastic opportunity to work for a global Asset Manager and be responsible for daily mandates with regard to five asset funds in their Melbourne office. The Investment Compliance Analyst will be responsible for overseeing and supporting the daily mandate monitoring process that has been outsourced to the...