Fund Analyst

Retail Funds Management
- Full Time
- Melbourne, VIC

**Together, we can go great things**

We shape leading experiences across office, retail and logistics.

We're one of Australia's largest property groups, managing $32 billion worth of assets across the country.

Our sustainable returns from investments come from focusing on what matters most to customers — a great experience and doing good. Every day, our people are driving positive impact for people, place and planet. They're inquisitive, pioneering industry firsts and pushing new ideas to deliver exceptional outcomes.

This passion and expertise creates an employee experience that puts wellbeing, flexibility and opportunity first.

Come join us.

**The role**

Due to growth, we are currently seeking a **Funds Analyst** to provide support to the Fund Manager in the implementation of portfolio strategies, consistent with Investment Management Agreement guidelines, that deliver superior returns.

In addition, the role will critically contribute to the analysis, modelling and reporting of investment performance for the Fund.

**What you will be doing**
- Coordinating information and associated due diligence for investor updates, Board proposals/reports, quarterly, annual and half yearly reports
- Maintaining the Fund model to reflect investment performance both on a historical and forecast basis
- Transaction, capital management and valuation modelling/scenario analysis
- Preparing Board and Investor Representation Committee (IRC) reports
- Maintaining the investor information calendar and preparing responses to investor queries
- Preparing information for quarterly investor reporting
- Attending investor meetings and tours as required
- Preparing and participating in annual Fund strategy reviews
- Preparing and maintaining a Fund calendar
- Investment/portfolio analysis and fund competitor analysis

**What makes you stand out**

You will have experience in Funds Management, Portfolio Management, Capital Transactions, Corporate Finance or Advisory roles, preferably within the property sector.

You would have Advanced Excel modelling and a solid understanding of using data to interpret information and make sound business decisions.

You will need to be able to present and liaise with a broad range of stakeholders so an ability to communicate effectively, build rapport and influence people will be required.

This role would suit a highly collaborative Analyst who thrives within a fast paced and constantly evolving landscape and is keen to expand upon their skills.

**What makes us stand out**

**We value our people**
- Enjoy flexible working arrangements and generous leave options.
- Experience market-leading parental leave benefits including 22 weeks paid leave for either carer and childcare allowance once you return to work.
- Embrace diverse and challenging career opportunities, supported by our dedicated Learning & Development Team committed to your growth.
- Engage in comprehensive Wellbeing programs and benefit from market-leading policies and support tailored to diverse needs.
- Be recognised by peers through nomination awards and take part in our generous Employee Referral Program.

**We know the power of a great experience**
- Ranked 5th in the 2024 Gender Equality Global Report released by Equileap.
- Achieved number 2 real estate company in S&P Global Sustainability Assessment.
- Earned a silver ranking in Australian Workplace Equality Index (AWEI) for LGBTQIA+ inclusion.
- Awarded our fourth consecutive Employer of Choice for Gender Equality citation from the Workplace Gender Equality Agency (WGEA) in 2023 - 2025.
- Accredited Family Inclusive Workplace.
- Committed to our second Stretch Reconciliation Action Plan (RAP).

**Everyone counts**

**Let's get started**

If this role sounds like you, we want to hear from you. Go for it