Property Portfolio Strategist

6 days ago


Melbourne, Victoria, Australia Brook Recruitment Full time

Company Overview


Brook Recruitment is a vibrant investment advisory firm committed to providing superior investment advisory consulting services to clients, including superannuation funds, charities, insurers, foundations and more.



About the Role


The Senior Property Consultant will provide property research, property investment due diligence, and advisory services on property portfolios to clients and investment trusts. This dynamic role requires strong analytical skills and expertise in unlisted property investments, property debt/project finance, property valuations, or property advisory.

Responsibilities



  • Conduct thorough research on direct property investments and unlisted property funds across all property sectors and major geographies.
  • Monitor and review the performance of direct investments and unlisted property funds.
  • Prepare high-quality reports on investments and portfolio strategy for senior internal and external stakeholders.
  • Build strong relationships with clients through exceptional service and tailored advice.
  • Stay up-to-date with domestic and global property market trends, focusing on transaction pricing, investment trends, industry developments, and regulatory changes.


Requirements



  • A minimum of 5-10+ years of experience in unlisted property investments, property debt/project finance, property valuations, or property advisory.
  • CA, CFA or Master of Finance qualifications highly desirable.
  • In-depth knowledge of pooled funds, unlisted property investment vehicles, and portfolio construction.
  • Strong written and verbal communication skills.


Benefits



  • Discretionary bonus applicable.
  • Hybrid working arrangement with 2 days per week flexible work-from-home option.
  • Opportunity to purchase additional annual leave.
  • Employee Assistance Program and flu vaccines.
  • An annual Volunteer Day to contribute to your favourite charity or community cause.
  • Stunning office location in Melbourne CBD.


Salary Range


$120,000 - $180,000 per annum based on experience.



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