Investment Portfolio Strategist

5 days ago

Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $120,000

Job Overview:

We are seeking a skilled Portfolio Analyst to join our team. As a key member of the investment process, you will be responsible for building sophisticated financial models, evaluating portfolio performance, and delivering insightful internal and investor reporting.

About the Position

The successful candidate will work closely with various teams to ensure informed decision-making across our growing portfolio.

Main Responsibilities:
  • Develop and enhance financial models to monitor fund performance and forecasting.
  • Support regular reporting cycles (weekly dashboards, monthly and quarterly investor reports).
  • Provide in-depth portfolio analysis including profitability, leverage, and capital allocations.
  • Liaise with external fund administrators for capital calls and distributions.
  • Contribute to investor presentations, fund performance meetings, and capital raising support.
Requirements

To succeed in this role, you will need:

  • Minimum 2 years of experience in finance, accounting, funds management, or a related field.
  • Strong analytical skills and advanced Excel capability.
  • A tertiary qualification in finance, accounting, economics, or similar; CFA/CA/CPA is a bonus.
  • Excellent communication skills and a collaborative mindset.
  • Passion for real assets, private credit, or real estate investments is a plus.

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