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Portfolio Analyst

2 weeks ago


Sydney, New South Wales, Australia beBee Careers Full time

Investment Strategies require careful planning and execution. As a Fund Analyst, you will play a critical role in implementing the Fund's Investment Strategy.

Your key responsibilities will include:

  1. Developing financial models to analyze portfolio performance and identify opportunities for growth.
  2. Preparing marketing materials and providing strategic analysis to support investment decisions.
  3. Collaborating with Leasing Managers, Asset Managers, and Finance and Capital Transactions teams to achieve the Fund's objectives.

You should possess:

  • Tertiary qualifications in Property, Finance, or Commerce; additional studies or professional courses are advantageous.
  • Relevant experience in property or finance; strong financial modeling skills; familiarity with funds, finance structures, and reporting.
  • Proficiency in Microsoft Word, Excel, PowerPoint; excellent communication skills.
  • Strong analytical and problem-solving skills; ability to work independently and as part of a team.
  • Familiarity with ESG initiatives and fund compliance requirements.

The ideal candidate will be a skilled analyst with a strong understanding of investment strategies and financial markets.