Portfolio Investment Manager

3 days ago

Brisbane, Queensland, Australia beBeeInvestment Full time $90,000 - $120,000
Investment Portfolio Manager Opportunity

Our team is seeking a highly skilled Investment Portfolio Manager to join our dynamic and innovative funds management group. As an Investment Portfolio Manager, you will have the opportunity to manage a diverse portfolio of assets, working closely with our experienced fund managers and analysts.

Key Responsibilities:

  • Assist in the preparation and management of annual budgets for a portfolio of retail, industrial, and office assets.
  • Analyse and review leasing transactions, participating in the development of leasing strategies to maximise income and reduce risks.
  • Collaborate with our portfolio and property management teams to prepare short-, medium- and long-term asset strategies.
  • Assist with quarterly and annual valuation processes, ensuring accurate data and reports.
  • Support the management and preparation of total return forecast models, liaising with fund managers to meet performance targets.
  • Prepare investor/client presentations and materials, including Investor Committee and Board Papers.
  • Provide research and analysis on industry benchmarks and competitors as needed.
  • Provide general reporting and administrative support for our Real Estate team.

About You:

  • A degree in Property Economics, Business, Economics, Commerce, Finance or Valuations.
  • 1-2+ years experience in property, financial services or funds management is highly valued.
  • A genuine interest and passion in Australian property investments.
  • An understanding of valuation methodologies and strong analytical skills.
  • Proficiency in Microsoft Excel, PowerPoint and Word.
  • Excellent communication, presentation, and relationship-building skills.
  • Strong writing skills, with an eye for detail.

Benefits:

We believe in shared value - where delivering strong investment returns can go hand in hand with doing good for our clients, people and communities. If we invest well, we will all do better together.

We provide a supportive work environment where everyone can thrive and feel valued for their meaningful contribution in delivering for the prosperity of our clients, people and communities.

Our employee-led networks champion our diversity, equity and inclusion strategy, which consists of five key pillars: Gender Equality, LGBTQ+, Accessibility, Cultural & Linguistic Diversity, and First Nations People.

About Us:

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