Financial Analyst

1 week ago


Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $180,000

Unlocking potential and creating a better future in Australasian real estate and infrastructure is crucial for our business.

The Opportunity

We are seeking an experienced analyst to assist our fund manager in implementing the fund's investment strategy. This involves providing valuable insights into the fund's portfolio, focusing on its characteristics, drivers, risks, and opportunities.

You will collaborate with leasing managers, asset managers, and finance teams to achieve the fund's objectives. Key responsibilities include:

  • Assisting in implementing the fund's investment strategy and providing analytical support for investment decisions and portfolio management.
  • Regularly liaising with key investor contacts, preparing marketing materials, and providing strategic analysis to support investor decisions.
  • Developing and maintaining financial models, preparing and reviewing quarterly and annual investor reports, and managing budgets and asset planning.
  • Conducting research on the industrial market, reviewing asset valuations, and analyzing the strategic and financial impact of acquisitions, divestments, and major transactions.
  • Assisting in fund compliance obligations, supporting the progression of our environmental, social, and governance (ESG) strategy, and implementing specific initiatives across the portfolio.
About You

To be successful in this role, you should have:

  • Tertiary qualifications in Property, Finance, or Commerce; further studies or professional courses in a related discipline are advantageous.
  • Minimum of 2 years relevant experience, preferably in property or finance industries; strong financial modeling and analysis skills; familiarity with unlisted funds, finance, and capital structures, balance sheet, and profit/loss reporting.
  • Intermediate to advanced knowledge of Microsoft Word, Excel, and PowerPoint; strong verbal and written communication skills.
  • Strategic agility, collaboration, interpersonal savvy, independent thinking, intellectual curiosity, and effective time management.
  • Strong attention to detail, initiative, positive attitude, team spirit, flexibility, adaptability, and the ability to maintain discretion and handle sensitive information.
Why Choose Us?

We offer a unique culture and spirit that differentiates us. Our values of rallying together and building trust through action create a collaborative environment where you can thrive. As an employee, you can enjoy flexible working arrangements, wellbeing programs, continuous growth opportunities, and a commitment to sustainability.


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