Fund Analyst

2 weeks ago

Sydney, Australia Investa Full time

**We’ve made it our business to understand how people want to work today, tomorrow and beyond and as you’d expect, we practise what we preach in our own workplace as well.**

Investa is one of Australia's largest and most well-known commercial real estate companies, committed to helping workplaces to thrive. We manage and develop office buildings in Australia's major business districts. Buildings designed for the way people work today - and the way we want to work in the future.

It’s an exciting time to join Investa. We have an ambitious business strategy that requires a motivated, collaborative and high energy team to work towards achieving our goals, and we welcome you to be part of that team and exciting journey.
Due to growth, we're seeking a** Fund Analyst** to support the Mandates team. As our new Fund Analyst you’ll partner with our Investment Manager and help provide analytical and reporting support, this role is an integral part of the Mandates team and will work closely with the wider team of Fund Managers, Asset Managers, Portfolio Analyst and the wider business. To be successful in this position the Fund Analyst will have a strong background in commercial property industry.
**Key Responsibilities**:

- Ownership and maintenance of the Fund Model and Fund analysis incorporating all aspects of the portfolio (e.g., the assets, capital management and other relevant inputs)
- Reviewing, analysing and reconciling of the Fund Model and Portfolio metrics
- Providing various forms of data and analysis for internal and external reporting
- Assisting senior investment analysts with requests when required
- Prepare investment reporting and other reports for key stakeholders; quarterly & annually
- Coordinate and prepare annual investment budget plan and presentation
- Other ad-hoc duties

**Qualifications & Experience**:

- Tertiary qualifications in in Commerce, Property Economics, Finance, Accounting or related discipline experience
- CFA or post graduate Finance (desirable)
- 4+ years post tertiary work experience in property industry or investment banking as an analyst or with a strong management accounting or valuations background
- Experience building, using and/or reviewing financial models
- Experience working in property funds management
- Experience working with acquisition, development and funds models

**Skills**:

- Highly numerate and skilled in financial modelling and analysis
- Advanced Excel skills (experience using pivot tables, macros, lookup formulae)
- Strong PowerPoint skills
- Working knowledge of property forecasting systems including valuations
- Strong organisation & planning skills to meet deadlines, balancing ad-hoc and core activities, whilst remaining detail focused
- Strong written and verbal communication skills

**Why join Investa?**

We’re an organisation known for its culture - it’s unique, friendly and transparent. We work hard to maintain our culture and have received some pretty cool accolades along the way:

- Australian Workplace Equality Index (AWEI) LGBTQ Inclusion 2023-2026 Bronze (Small Employer)
- Certified Family Friendly Workplace since 2020
- Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality (since 2019)
- AFR Boss Best Places to Work (Property, Construction, Transport sector) - First Place (2021)
- Australian HR Awards - Excellence Award: Best Workplace Flexibility Program

It’s not all about the awards though We offer our people opportunity to grow and shape their career, with support including Leadership programs, education assistance, study assistance, professional membership fee support and generous parental leave and return to work benefits.
We know that the lines between work and home life have blurred over the past few years and we do our best to support our people with having the flexibility they need to be able to do the things that are important to them. Whether it’s a morning surf before work, leaving a little earlier to take the kids to sport our flexible working policy provides over 21 different formal flexible working options. The truth is though that the options are unlimited - talk to us about what works for you, and we’ll do our best to make it work for us too.

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