Investment Analyst

4 days ago

Brisbane, Australia Perigon Group Full time

Oak Tree own and operate an impressive portfolio of retirement villages along the Eastern Seaboard, specialising in providing affordable, stylish, and secure retirement communities. With c1500 completed units and a secured development pipeline of over 1,000 units, Oak Tree is well placed to continue to meet the demand for quality units catering for the 55-plus cohort who will represent about 31% of our national population by 2030.

Reporting to the Corporate Finance Manager, the Investment Analyst will support Oak Tree’s ongoing M&A activity, valuations, business modelling, portfolio analytics, business cases, and treasury management. This is an exceptional role for an ambitious and technically capable Analyst, working under a highly skilled mentor in an environment that will offer unrivalled career growth within this high performing finance team.

Oak Tree Group offers a market leading company culture that is driven from the executive leadership team down, resulting in a first-class employee experience, low employee turnover with long tenure, and excellent feedback from village residents. Oak Tree Group is now 100% owned by Aware Super, one of Australia’s leading superannuation funds, and have embarked on an exciting period of growth, change, and transformation.

Responsibilities will include, but not be limited to:

- Valuations, Mergers & Acquisitions
- Assisting in financial valuations (internal, external), understanding market factors & key drivers to business valuation.
- Identifying acquisition opportunities, managing due diligence processes and assist with post-merger integration activities.
- Business Modelling & Portfolio Analytics
- Assisting to maintain, refine, and improve business-critical operating models and integrated 3 way forecast models.
- Data collection & analysis on Oak Tree’s portfolio, analysis of key value drivers and providing input into new investment opportunities (developments, re-developments, acquisitions, disposals).
- Business Case Development
- Assist with identifying value adding opportunities, analysis for business case opportunities, developing consolidated business case proposals for executive review & board submission.
- Treasury/Finance
- Assist with short term cash flow liquidity management, medium term financing strategy, covenant reporting & compliance, managing financier relationships.

Joining Oak Tree Group during high growth and expansion, this Investment Analyst role is suited to an ambitious finance professional with advanced financial modelling and strong communication skills to effectively present complex financial & valuation-based concepts. Knowledge of property feasibility is very beneficial, but not essential.

Oak Tree Group promises to make an environment in which all team members can realise their full potential in a fun and teamwork orientated culture, holding up the company values of Authenticity, Accountability, Spirited, and Care. In return, all team members are expected to make contributions that positively impact residents, shareholders, suppliers, wider community, and each other.

Perigon Group are partnered with Oak Tree Group on this recruitment process, please reach out Haydn Furness for more information and a confidential discussion.

(07) 3854 3805

  • Investment Analyst

    2 weeks ago

    Brisbane, Australia QIC Full time

    Investment Analyst **About the role** We currently have an exciting opportunity for an Investment Analyst to join our Real Estate (RE) Asset Creation & Investment Management team based in Brisbane on an open term, permanent basis. Reporting to the Investment Manager, you will be a critical collaborator interacting with various key stakeholders across...

  • Investment Analyst

    2 weeks ago

    Brisbane, Australia Perigon Group Full time

    Join a highly skilled Investments team - Flexible working environment - Excellent company culture and opportunity for growth **The Company** One of Australia’s longest-running and most trusted superannuation funds, helping members from all industries across Australia with market-leading investment products, as well as insurance and advice. This modern...

  • Graduate Investment Analyst

    1 week ago

    Brisbane, Australia Aurex Group Limited Full time

    Entity-level investment analyst - Exposure across asset classes - Highly reputable leadership team **Overview**: Our client is a powerhouse in real estate investment, specialising in real estate corporate advisory across Australia and New Zealand. Committed to propelling investor potential, they are seeking motivated graduate Investment Analysts to join...

  • Investment Performance Analyst

    2 days ago

    Brisbane, Australia QIC Limited Full time

    **About the role** We have unique opportunity for Investment Performance Analyst to join the reputable Investment Performance team on an open term basis in Brisbane. You will manage operational relationships with Investment teams and ensure agreed performance related service deliverables have been undertaken in a timely and accurate manner. The role will...

  • Investment Performance Analyst

    6 days ago

    Brisbane, Australia QIC Limited Full time

    **About the role** Are you a data-savvy problem solver with a sharp eye for data, a drive for results, and a natural curiosity for deeper insights? This is your chance to sit at the intersection of data, performance, and analytics, playing a key role in how we deliver portfolio insights and transparent reporting. We’re looking for a motivated and...

  • Investment Data Analyst

    4 days ago

    Brisbane, Australia Perigon Group Full time

    Boutique Alternative Real Assets Business - Great Career Opportunity, Fast Growing Business, High Performance Culture - CBD, Strong Growth and Impressive Returns **The Company** Our client is a sophisticated and diversified real assets business. Much of their investments portfolio outperforming expectations in the last financial year. Due to positive growth...

  • Investment Performance Analyst

    6 days ago

    Brisbane, Queensland, Australia QIC Full time $90,000 - $120,000 per year

    About the roleAre you a data-savvy problem solver with a sharp eye for data, a drive for results, and a natural curiosity for deeper insights? This is your chance to sit at the intersection of data, performance, and analytics, playing a key role in how we deliver portfolio insights and transparent reporting. We're looking for a motivated and switched-on...

  • Senior Analyst

    1 week ago

    City of Brisbane, Australia Queensland Investment Corporation Full time

    - Locations Level 5, 66 Eagle Street, Brisbane, Queensland, 4001, AU About Us About QIC: As one of Australia’s leading institutional investment managerswith more than A$100billion in assets under management, we have a presence across four continents, seven offices and assets across global markets. At QIC , we believe in shared value — where...

  • Ict Investment Analyst

    4 hours ago

    Brisbane, Australia Queensland Government Full time

    You will follow defined service quality standards, occupational health and safety policies and procedures relating to the work being undertaken in order to ensure high quality, safe services and workplaces. What you'll do - Delivering accurate and timely appraisals of eHealth ICT investment proposals to support quality outcomes that align with statewide...

  • Analyst (Debt)

    1 week ago

    Brisbane, Australia Aurex Group Limited Full time

    Prestigious Private Equity group - Diversified portfolio - Strong personal development and career growth **The Company**: Our client is a leading privately owned real estate investment manager with expertise across the capital stack and exposure to all real estate asset classes. The Investment Analyst will be based in Brisbane and be part of the investment...