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Senior Investment Expert

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $110,000 - $145,000

Achieve Excellence as a Senior Professional

We are seeking a highly skilled and driven individual to join our team as a Senior Analyst.

This role offers the opportunity to shape a brighter future in retail investment by driving complex transactions and building lasting client relationships.

Key Responsibilities:

  • Drive Complex Transactions:
  • Manage end-to-end sale campaigns for retail assets, including data room preparation and stakeholder liaison.
  • Coordinate due diligence processes to ensure accurate information collection and presentation.
  • Meet critical transaction timelines through effective internal and external stakeholder management.

Build Lasting Client Partnerships:

  • Develop and maintain strong client relationships by understanding their specific needs and objectives.
  • Provide regular updates and comprehensive reports throughout transaction processes.
  • Respond promptly to client inquiries with professional expertise and market insight.

Lead Market Intelligence:

  • Conduct in-depth market research analyzing retail property trends locally and nationally.
  • Prepare comprehensive market reports and presentations for clients and internal teams.
  • Monitor economic indicators and their potential impact on the retail property sector.

Create Compelling Investment Stories:

  • Assist in creating high-quality pitch materials and investment memorandums.
  • Prepare and deliver compelling presentations to clients, investors, and stakeholders.
  • Contribute to marketing strategies for retail assets.

Required Skills and Qualifications:

  • Bachelor's degree in Finance, Real Estate, Economics, or related discipline.
  • 5+ years of retail property investment, valuation, or capital markets experience.
  • Financial modeling skills, with strong proficiency in Excel and other relevant software.
  • Deep retail fundamentals knowledge: NOI optimization, tenant mix strategies, cap rate dynamics.

Our Company Culture:

  • Recognition benefits.
  • Corporate discounts and offers.
  • 'You' Days.
  • Health & Wellbeing programs.
  • Learning & Development platforms.
  • Paid time off for volunteer work.
  • Premium offices.

We're an Equal Opportunity Employer:

We are committed to building an inclusive workplace and support applications from all underrepresented groups.

We value the skills acquired in military service careers as vital and transferable to our workforce.