Investment Fund Financial Analyst

1 week ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $145,000
About the Role

Gaining investment experience with a prominent real estate fund can be an exciting opportunity for professionals in the finance sector. This role is designed to provide end-to-end exposure to investment strategies and financial analysis.

Key Responsibilities:
  • Assist in managing asset strategy by providing support in budget review and assessment, acquisition and divestment works, refurbishment feasibilities, and investment project/s strategy and analysis.
  • Prepare performance reports (vs budget) and provide variance analysis.
  • Monitor asset level performance in conjunction with the Asset Management team.
  • Monitor fund level performance in conjunction with Finance Team.
  • Create and maintain cashflow forecast models.
  • Bank facility reporting.
  • Participate in fund level budgeting, including calculation of asset level and equity returns.
  • Assist with debt facility arrangement in conjunction with the Debt Capital Markets team.
  • Coordinating capital calls from investors.
  • Preparing acquisition papers for submission to Investment Committee in conjunction with the acquisitions team.
  • Independent and internal valuation management and reporting.
  • Internal reporting, including to the Investment Committee, the Compliance and Risk Committee and the Trustee Board.
  • Ad-hoc analysis and reporting as requested from time to time.
Requirements:
  • 3-6 years of experience as a financial analyst in a relevant industry, such as accounting, finance, banking, property, consulting and funds management.
  • Experience working with and reporting to different levels of internal and external management.
  • Familiarity with financial statements and financial analysis.
  • Able to build and maintain Excel-based financial models.
  • A high level of attention to detail, good with numbers.
  • Able to grasp complex concepts and process information relatively quickly.
  • The ability to communicate effectively with internal and external stakeholders using highly effective written and verbal communication skills.
  • Understanding of Australian Accounting Standards and how they interact with financial returns analysis.
  • Analytical, decision-making and problem-solving skills.
  • Excellent organisational and project management skills.
  • Report writing skills.
What You Will Gain

This role offers the chance to develop your skills in financial analysis, risk management, and strategic decision making. You will work closely with experienced professionals and contribute to the success of the fund.

About Us

We are a leading player in the real estate market, committed to delivering exceptional results for our clients. Our team is passionate about providing innovative solutions and excellent customer service.

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