Real Estate Investment Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeePortfolioAnalyst Full time $90,000 - $120,000

As a leading real estate private credit and equity investment manager, we're dedicated to delivering attractive risk-adjusted returns to our investors.

About the Role

This key position plays a vital role in our investment process - building sophisticated financial models, evaluating portfolio performance, and providing insightful internal and investor reporting.

Main Responsibilities
  • Develop and enhance financial models to monitor fund performance and forecasting.
  • Support regular reporting cycles (weekly dashboards, monthly and quarterly investor reports).
  • Provide in-depth portfolio analysis including profitability, leverage, and capital allocations.
  • Liaise with external fund administrators for capital calls and distributions.
  • Contribute to investor presentations, fund performance meetings, and capital raising support.
Requirements
  • A minimum of 2 years of experience in finance, accounting, or a related field is required.
  • Strong analytical skills and advanced Excel capability are essential.
  • A tertiary qualification in finance, accounting, economics, or similar; CFA/CA/CPA is highly regarded.
  • Excellent communication skills and a collaborative mindset are necessary.
  • A passion for real assets, private credit, or real estate investments is beneficial.

We value diversity and inclusivity and offer an equitable workplace where all employees can thrive.

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