Strategic Portfolio Analyst

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $180,000 - $220,000

Investment Analysis Role

Castle Group is seeking a driven individual to support strategic investment and development activities across a diversified portfolio. The Investment Analyst will play a key role in supporting the Investment Manager in various tasks such as investment analysis, financial modelling, transaction execution and due diligence, materials and stakeholder communication, and research and strategic insights.

Responsibilities:
  • Investment Analysis & Financial Modelling
    • Build institutional-grade financial models to assess project feasibility, evaluate investment returns, and support capital structuring.
    • Undertake detailed commercial analysis across sectors including property development, infrastructure, funds management, and private equity.
    • Apply private equity-style thinking to assess business models, growth strategies, and exit scenarios.
  • Transaction Execution & Due Diligence
    • Support due diligence processes for acquisitions, joint ventures, and capital raisings.
    • Assist with transaction structuring and coordination of external advisors (legal, tax, consultants).
  • Materials & Stakeholder Communication
    • Prepare high-quality investment materials including pitch decks, investment memorandums, and internal board papers.
    • Collaborate with internal teams and external stakeholders such as capital partners, legal advisors, and consultants.
  • Research & Strategic Insights
    • Monitor macro trends, sector dynamics, and transaction benchmarks to support investment decisions and portfolio strategy.
    • Assist in pipeline tracking, performance reporting, and post-investment analysis.

Requirements:

  • 4 – 6 years of experience in investment banking, private equity, corporate finance, property development, or a related field.
  • Advanced financial modelling skills, with the ability to build feasibility and DCF models from scratch.
  • Strong commercial acumen and analytical capabilities; able to extract actionable insights from complex datasets.
  • Excellent written and verbal communication skills, with demonstrated experience in preparing institutional-grade materials.
  • Exposure to the property sector is essential. Experience in infrastructure, funds management, or private equity is highly regarded.

Education:

  • Tertiary qualifications in Finance, Economics, Property, Commerce, or a related discipline.
  • Progress toward professional accreditation (e.g., CFA, CA, CPA) will be viewed favorably.

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