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Fund Performance Expert

2 weeks ago


Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $150,000
Fund Analyst

Enhance fund performance through financial modelling and strategic evaluation. Play a pivotal role in achieving success.

  • Prepare reports, board papers, and committee submissions while supporting investor queries and due diligence.
  • Maintain and evolve the Fund Model and Reporting Tool, analyse returns, and assess the impact of acquisitions and divestments.
  • Align activities with investment guidelines and regulatory requirements.
  • Partner with teams to identify risks and opportunities that drive portfolio outcomes.
About You

You'll bring a combination of qualifications, experience, and behaviours that enable you to thrive in a dynamic fund environment:

  • Tertiary qualifications in Property, Finance, Commerce, or a related discipline, with further studies highly regarded.
  • Proven experience in unlisted funds, financial reporting, capital structures, and fund modelling.
  • Skilled in evaluating investment returns, conducting financial analysis, and interpreting portfolio performance.
  • Comfortable engaging across diverse teams and levels, with a track record of building strong stakeholder relationships.
  • Detail oriented, organised, and self-motivated, with excellent communication skills.