Investment Portfolio Specialist

4 days ago


Sydney, New South Wales, Australia beBeeAnalyst Full time $80,000 - $120,000
Property Analyst Position

We are seeking a skilled Property Analyst to join our team on a full-time basis.

This role involves working with the property team on a portfolio of investment assets, closely collaborating with the Asset Management team on day-to-day analysis of the Group's investment assets and development pipeline.

Asset classes include commercial, retail, industrial - investment and development. The role will also be responsible for coordinating research requirements for the team.

  • Detailed analysis and strategic recommendations
  • Development of fully functioning real estate models
  • Supporting the solution of specific portfolio company issues by performing in-depth analysis
  • Maintaining accurate forecasts for each asset within the delegated portfolio
  • Quarterly reforecasting and quarterly update of stack plans form part of this process
  • Strategic Leasing - Undertaking lease analysis, strategy, and sensitivities within the delegated portfolio
  • Valuations
  • Supporting the preparation of internal valuations, quarterly reforecasts, and supporting materials within the Australian direct property portfolio
  • Underwriting for acquisitions and disposals
  • Build-up of feasibility scenarios group to make accurate business decisions for development sites
  • Research - Leading and/or supporting the research function for both ad-hoc and timetabled research tasks
  • Specific REIT and direct property market research and analysis
  • Annual business planning market slides
  • Office market summaries
  • Sales and leasing database
  • Ad-hoc papers, on a needs basis

The ideal candidate should possess:

  • Tertiary qualification in Land Economics, Finance, Mathematics, Economics, Accounting, Commerce, or Law
  • 1-2 years (for Analyst) and 3-5 years (for Senior Analyst) prior analytical experience

The key qualifications and skills required for this position are:

  • Strong Excel modelling skills and good working knowledge of real estate related systems
  • Demonstrates knowledge of basic real estate concepts including valuation techniques, drivers of the analysts' focused sector(s), and strategic leasing and analysis
  • Ability to carry out independent research and present findings in a coherent manner
  • Demonstrates willingness to suggest and adopt process improvements
  • Strong verbal communication skills and ability to articulate a point of view
  • Writes clearly and concisely
  • Contributes to written materials
  • Demonstrates strong attention to detail
  • Manages multiple projects and prioritizes appropriately
  • Recognises key industry players and trends
  • Developed financial skills with an ability to provide sound financial analysis

If you have the necessary skills and experience, please submit your application.



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