Strategic Portfolio Analyst

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $120,000

Job Overview:

This role involves working closely with senior leadership to manage the company's custom-built investment models and taking ownership of portfolio funds.

  • Maintain, review, and enhance investment models across a range of property funds.
  • Analyse financial impacts of project activities and present findings to the Investment Manager and leadership team.
  • Prepare, review, and improve development feasibilities and other financial models.
  • Understand and manage the capital stack, including debt and equity interactions across multiple projects.

Key Qualifications:

  • 2–5 years' experience in property investment, funds management, or related fields.
  • Advanced Excel skills with technical expertise in financial modelling and development feasibilities.
  • A sound understanding of fund structures, capital stacks, and debt and equity relationships.
  • Experience with Estate Master or similar financial modelling software (highly regarded but not essential).

About the Opportunity:

An established property investment and funds management group is seeking an experienced Investment Analyst to join its growing Funds Management team.

The business has a strong reputation for delivering high-quality development and investment opportunities across residential, education, commercial, and mixed-use developments.

This is an opportunity to work alongside industry leaders and play a key role in shaping the success of current and future projects.

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