Asset Portfolio Analyst

15 hours ago


Melbourne, Victoria, Australia beBeeFinancial Full time

We are seeking a skilled Property Financial Analyst to join our Melbourne-based Finance team. This key role involves delivering high-quality financial and management reporting across a diverse asset portfolio.

In this position, you will contribute to all asset management finance activities—providing accurate, timely, and insightful information to support decision-making and ensure compliance with statutory reporting requirements.

Key Responsibilities
  • Prepare month-end journals including accruals and prepayments; complete balance sheet reconciliations.
  • Produce monthly management reports with variance analysis and present findings to the asset team.
  • Liaise with external managers and support statutory disclosures including related party transactions, capital commitments, aged debtors, and lease receivables.
What You Will Do
  • Prepare tenant budgets, calculate outgoings wash-ups and accruals, and develop tenant outgoings statements and audit-ready analytical workbooks.
  • Maintain and update the Anaplan forecasting model, incorporating leasing, OPEX, CAPEX, and other income data.
  • Support the preparation of tenant outgoings forecasts and assist in compiling budget and forecast presentations for internal and external stakeholders.
Requirements
  • Strong communication and analytical skills.
  • Attention to detail and accuracy, ability to use initiative.
  • Ability to multi-task, plan and manage tight deadlines.
  • Relevant Degree (Bachelor of Commerce or equivalent).
  • CA/CPA Qualified / Studying towards CA/CPA (Desirable).
Benefits
  • Enjoy flexible working arrangements and generous leave options.
  • Experience market-leading parental leave benefits including paid leave for either carer and childcare allowance once you return to work.
  • Engage in comprehensive Wellbeing programs and benefit from policies and support tailored to diverse needs.
  • Be recognised by peers through nomination awards and take part in our Employee Referral Program.
About Us

We are a leading Australian property group, committed to creating a positive impact for people, place and planet. Our company culture values diversity, inclusion, and employee wellbeing.


  • Portfolio Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Qualitas Full time

    Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity.For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.About the position As a Portfolio Analyst, you'll be at the...

  • Portfolio Analyst

    4 weeks ago


    Melbourne, Victoria, Australia Qualitas Full time

    Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.About the positionAs a Portfolio Analyst, you'll be at the...

  • Portfolio Analyst

    3 weeks ago


    Melbourne, Victoria, Australia Qualitas Full time

    Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.About the positionAs a Portfolio Analyst, you'll be at the...


  • Melbourne, Victoria, Australia Future Fund Full time

    Senior Analyst, Portfolio Operations page is loadedSenior Analyst, Portfolio OperationsApply locations Melbourne time type Full time posted on Posted 6 Days Ago time left to apply End Date: August 27, 2025 (23 hours left to apply) job requisition id JR100243About Future FundAt the Future Fund, we're for future minds – like yours.The new investors and...


  • Melbourne, Victoria, Australia Future Fund Full time

    Senior Analyst, Portfolio Operations page is loadedSenior Analyst, Portfolio OperationsApply locations Melbourne time type Full time posted on Posted 6 Days Ago time left to apply End Date: August 27, 2025 (23 hours left to apply) job requisition id JR100243About Future FundAt the Future Fund, we're for future minds – like yours. The new investors and...


  • Melbourne, Victoria, Australia CitiPower and Powercor Full time

    Join to apply for the Senior Portfolio Analyst role at CitiPower and Powercor2 days ago Be among the first 25 applicantsJoin to apply for the Senior Portfolio Analyst role at CitiPower and PowercorDirect message the job poster from CitiPower and PowercorAt CitiPower, Powercor and United Energy, we're proud to deliver electricity to 2 million Victorian...


  • Melbourne, Victoria, Australia CitiPower and Powercor Full time

    Join to apply for the Senior Portfolio Analyst role at CitiPower and Powercor2 days ago Be among the first 25 applicantsJoin to apply for the Senior Portfolio Analyst role at CitiPower and PowercorDirect message the job poster from CitiPower and PowercorAt CitiPower, Powercor and United Energy, we're proud to deliver electricity to 2 million Victorian...


  • Melbourne, Victoria, Australia CitiPower and Powercor Full time

    Join to apply for the Senior Portfolio Analyst role at CitiPower and Powercor2 days ago Be among the first 25 applicantsJoin to apply for the Senior Portfolio Analyst role at CitiPower and PowercorDirect message the job poster from CitiPower and PowercorAt CitiPower, Powercor and United Energy, we're proud to deliver electricity to 2 million Victorian...

  • Portfolio Analyst

    4 weeks ago


    Melbourne, Victoria, Australia Qualitas Full time

    About QualitasQualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.About the positionAs a Portfolio Analyst, you'll...

  • Portfolio Analyst

    4 weeks ago


    Melbourne, Victoria, Australia Qualitas Full time

    About QualitasQualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.About the positionAs a Portfolio Analyst, you'll...