▷ [Apply in 3 Minutes] Associate/Senior Associate

Our client is seeking a dedicated and detail-oriented Property Finance Associate/Senior Associate to join their dynamic team. This role offers an exciting opportunity to extend your skills in property finance in an established private credit fund.

Investment Associate/Senior Associate

Salary: Competitive and based on experience

Our client is seeking a dedicated and detail-oriented Property Finance individual to join their dynamic team. This role offers an exciting opportunity to delve into the world of property finance, where you will be responsible for analysing and determining the credit worthiness of various debt transactions with a development/construction experience. You will have the chance to work closely with Portfolio Managers, Directors, Associate Directors, providing you with invaluable industry experience. The successful candidate will enjoy a collaborative work environment that values inclusivity and empathy.

- Opportunity to work in a dynamic and inclusive team environment
- Chance to gain invaluable industry experience
- Role focused on financial analysis within property finance specifically development/construction finance

What you'll do:

As an Investment Associate/Senior Associate, you will play a crucial role in supporting the team by conducting comprehensive market research, reviewing and analysing property development/construction transactions, developing robust financial models, assisting with client engagement, maintaining accurate records of deals, assisting with due diligence processes, identifying and mitigating transaction risks, and drafting credit and investment papers. This role requires a high level of commitment, understanding, sensitivity towards clients' needs, as well as strong interpersonal skills.

- Conduct general and targeted market research to understand and analyse property and financial markets
- Review and analyse property investment transactions and development proposals across various assets
- Develop financial models that assess the financial feasibility of property debt and equity transactions
- Assist Portfolio Manager with client engagement to understand funding requirements and evaluate proposal feasibility & capital structure
- Conduct required on-boarding checks in relation to Know Your Customer (KYC), Anti-money Laundering (AML) and Counter Terrorism Financing (CTF) obligations
- Maintain accurate records of all proposed, progressing and completed deals in applicable databases or systems
- Assist with all aspects of the due diligence process, including evaluating and summarising valuations, builders, project documentation, market research, planning advice and status
- Identify and mitigate key risks in the transactions
- Draft credit and investment papers in consultation with Directors

What you bring:

The ideal candidate for this Investment Associate/Senior Associate role brings a wealth of experience in financial analysis within the property finance sector. You have a proven track record of conducting comprehensive market research and developing robust financial models. Your experience in client engagement, understanding their funding requirements, and maintaining accurate records of deals will be crucial to your success in this role. Your knowledge of KYC, AML and CTF obligations, along with your ability to assist with due diligence processes and identify and mitigate transaction risks, will set you apart.

- Proven experience in financial analysis within the property finance sector
- Strong ability to conduct comprehensive market research
- Proficiency in developing robust financial models using MS Excel
- Experience in client engagement and understanding their funding requirements
- Knowledge of KYC, AML and CTF obligations
- Ability to maintain accurate records of deals in applicable databases or systems
- Experience in assisting with due diligence processes
- Ability to identify and mitigate transaction risks

What sets this company apart:

Our client is a leading player in the property finance sector, known for their commitment to providing top-notch services to their clients. They offer a dynamic and inclusive work environment that values collaboration, empathy, and mutual respect. Their team is composed of industry experts who are passionate about what they do, making it an ideal place for those looking to learn from the best and grow their career.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Alana Sargant on 02 8289 3195 or alana.sargant@robertwalters.com.au for a confidential discussion.