Assistant Portfolio Manager

5 days ago

Melbourne, Victoria, Australia Trilogy Funds Full time

**About us**

Trilogy Funds is one of Australia's leading fund managers and financiers of property-based investments. When it comes to property-based investing, we take things personally.

We've been building wealth together with Australian investors, advisers, developers and brokers for 25 years. As we've grown, we've stayed faithful to the principles that have seen us build long-lasting relationships.

Our purpose is to deliver better. Better outcomes for investors, better opportunities to build wealth and better experiences accessing and investing capital. If you're passionate about finance, property or investing then we are the company you need to join.

**About your new Role**

As part of the Lending team you will be assisting in the preparation and management of commercial property lending opportunities from loan enquiry and submission through settlement, drawdowns, and final repayment:

- Prepare Indicative Letter of Offers for sign off / issue by Senior Portfolio Managers.
- Prepare loan submissions for new loans under supervision from Senior Portfolio Managers.
- Work with Lending Operations team to ensure smooth and punctual settlement of loans (including pre-settlement checklist), keeping Senior Portfolio Managers abreast of status / timing.
- Maintain and update cash flow forecasts for each loan.
- Prepare Variation memos for loans to be reviewed by Senior Portfolio Managers.
- Liaising with external lawyers and Lending Operations in relation to settlement of new loans.
- File set up and management of the folders for auditing and compliance.
- Forecasting and data management.

**About you**

You have been working in commercial lending and are passionate about the industry and career focused:

- Experience in a commercial lending - preparing documents and working with stakeholders
- Strong Excel and analytical skills.
- Strong numerical and financial modelling skills.
- Stakeholder engagement experience
- You will have worked within the commercial property development sector
- A proactive approach and team first mentality

**Why choose us?**

Besides being a great place to work, here are a few more reasons why you should join our amazing team.
- Flexible start times
- A proactive approach and team first mentality
- Birthday leave
- Additional annual leave for tenure milestones
- Subsidised gym membership
- Employee assistance program
- Social club
- Complimentary breakfast and morning tea
- Incentive Programs

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