
Financial Planning
7 days ago
**Financial Planning & Analysis Manager**
- Lead a team of analysts (4) responsible for delivery of reporting and analytics for their respective allocated portfolio of assets and mandates to the Funds team and external stakeholders
- Manage and oversee key processes related to service of Funds, including asset and SPV budgeting, forecasting and asset valuations
- Review and improve underlying Fund and asset models, Cash flow forecasts and management reporting
- Monitor and review key outputs to both the Board and Investors, including real estate and market analysis, material IC requests, asset management initiatives, acquisition and disposal programs, real estate performance, and research
- Analysis of asset and portfolio performance against the funds’ investment strategies and relevant benchmarks
- Research new and emerging markets, compile data and undertake financial analysis to contribute to forward looking decision making and new business opportunities
- Compliance with investment agreement obligations, internal company policies and statutory and regulatory requirements, including contribution to strengthening and risk and governance activities
- Establish and embrace agile working model built on knowledge share, creativity, and collaboration
- Mentor and coach analyst team to maximise the financial planning and analysis capabilities in partnership with other internal and external partners
**Business Partnering**
- In-depth knowledge of key mandate documentation and obligations and industry specific value and investment return drivers
- Service and support Funds and Asset Management teams to execute strategy and deliver value to customers
- Support Transactions and New business analysis
- Demonstrate commercial acumen and problem-solving skills to add value through finance, analytics, and risk management
**Other areas of support and input**
- Perform other tasks and projects as assigned from time to time
- Recommend and drive continuous improvement activities in processes, systems, policies and use of technology
- Embrace technology and change
**QUALIFICATIONS**
**Education/Qualifications**
- Degree with specialization in finance / Real Estate / economics & analytics
**Experience**
- 5+ years relevant professional experience in real estate or investment banking (ideally with formal real estate or valuation qualifications)
- Experience in a large complex organisation
- Management of a team of analysts favourable
- Demonstrated ability to work across various functions in the business and manage stakeholders
- High-level commercial acumen and problem-solving skills
- Previous experience with Anaplan and tableau favourable
**Knowledge and Skills**
- Financial analysis, development feasibility and/or valuation experience required
- Experience in real estate and alternative investments
- Fluency in English
**Competencies**
- Strong verbal and written communication, presentation and report writing skills
- Strong quantitative, financial, and analytical skills (DCF and financial modelling)
- Solid capability of MS Office, PowerPoint, and Excel
- Autonomous, trustworthy, and accountable
- Excellent organisation and attention to detail
- Problem solver and open minded
**ABOUT AXA**
Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things. In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.
AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing €887 billion in assets as of December 2021.
AXA IM is a leading investor in green, social and sustainable markets, managing €563 billion of ESG-integrated, sustainable and impact assets at the end of 2021.
We are committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture. Our goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment.
At end of 2021, AXA IM employs over 2,488 employees around the world, operates out of 28 offices
-
Financial Planning Assistant
2 weeks ago
Sydney, Australia Insignia Financial Full time**The opportunity** As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...
-
Financial Planning Assistant
2 weeks ago
Sydney, New South Wales, Australia Insignia Financial Full time**The opportunity**As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...
-
Financial Planning Assistant
3 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
-
Financial Planning Assistant
3 weeks ago
Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full timeOverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...
-
Financial Planning
1 week ago
Sydney, New South Wales, Australia Raytheon Australia Full timeOverviewLocation:AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, AustraliaDate Posted:2025-08-26Country:AustraliaPosition Role Type:UnspecifiedRaytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects. Raytheon Australia is...
-
Financial Planner
2 weeks ago
Sydney, New South Wales, Australia Financial-Advisor Full timeHybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...
-
Financial Planner
3 days ago
Sydney, Australia Insignia Financial Full timeFinancial Planner - Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the...
-
Financial Planning
3 weeks ago
Sydney, New South Wales, Australia DH (Australia) Pty Limited Full timeFinancial Planning & Analysis and Audit Analyst page is loadedFinancial Planning & Analysis and Audit AnalystApply locations AUS - Sydney time type Full time posted on Posted Today time left to apply End Date: September 25, 2025 (30 days left to apply) job requisition id JR107288Do you want a job with a purpose?And do you want to make healthcare safer,...
-
Financial Planning
19 hours ago
Sydney, New South Wales, Australia Sony Music Entertainment Full time $120,000 - $180,000 per yearAt Sony Music Entertainment, we fuel the creative journey. We've played a pioneering role in music history, from the first-ever music label to the invention of the flat disc record. We've nurtured some of music's most iconic artists and produced some of the most influential recordings of all time.Today, we work in more than 70 countries, supporting a diverse...
-
Financial Planning
16 hours ago
Sydney, New South Wales, Australia Sony Music Entertainment Asia Inc. Full time $120,000 - $180,000 per yearAt Sony Music Entertainment, we fuel the creative journey. We've played a pioneering role in music history, from the first-ever music label to the invention of the flat disc record. We've nurtured some of music's most iconic artists and produced some of the most influential recordings of all time.Today, we work in more than 70 countries, supporting a diverse...