Investment Analyst

2 weeks ago


Melbourne, Victoria, Australia Fourquarters Full time

Leading Property Fund Manager
- Join a High Calibre Growing Team
- Opportunity to Transition Finance Experience to Investments

Investment Analyst - Funds Management - Property

**The Organisation**

My client is leading multi-asset investment fund manager, with presence across Australia and Internationally they are a leader in the industry with strong capital sources and deal pipeline

**The Role**

As an Analyst within the Funds Management team, you will assist with providing stakeholders and investors with high quality performance monitoring, financial modelling, reporting and analysis on acquisitions across a variety of property asset classes

Key responsibilities
- Prepare performance reports (vs budget) and provide variance analysis
- Monitor asset level performance in conjunction with Asset Management team
- Monitor fund level performance in conjunction with Finance Team
- Create and maintain cashflow forecast models
- Bank facility reporting
- Participate in fund level budgeting, including calculation of asset level and equity returns
- Assist with debt facility arrangement in conjunction with Debt Capital Markets team
- Assisting with co-ordination of capital calls from investors
- Preparing acquisition papers for submission to Investment Committee in conjunction with the acquisitions team.
- Independent and internal valuation management and reporting
- Internal reporting, including to the Investment Committee, the Compliance and Risk Committee and the Trustee Board.
- Other ad hoc analysis and reporting as requested from time to time.

**Key requirements**
- Relevant tertiary degree in Accounting, Finance, Property, Engineering or equivalent.
- CA, CPA or CFA qualified or working towards (desirable).
- 1-4 years' experience as a financial analyst in a relevant industry, such as accounting, finance, banking, property, consulting and funds management
- Experience working with and reporting to different levels of internal and external management



  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Associate Investment AnalystZenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and...

  • Investment Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Zenith Investment Partners Full time

    The **I**nvestment Analyst** role involves reviewing all aspects of fund managers' investment teams and processes as well as the return and risk characteristics of the underlying managed funds across all asset classes. You will be responsible for writing detailed research reports and assigning investment ratings on the funds.A finance related degree and/or...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.The Associate...


  • Melbourne, Victoria, Australia Zenith Investment Partners Full time

    Zenith Investment Partners is one of Australia's leading investment research and consulting businesses, specialising in managed funds research, consulting and investment solutions for financial advisers and their clients. In 2021, FE fundinfo acquired the Zenith Group. FE fundinfo is a global leader in investment fund data and technology.The Associate...

  • Investment Analyst

    3 weeks ago


    Melbourne, Victoria, Australia Buscojobs Full time

    Direct message the job poster from weave.Recruitment A unique opportunity to join a high-performing renewable energy investment platform focused on accelerating the energy transition.We're looking for a commercially minded and analytically strong Investment Associate with 3–5 years of experience to join a collaborative and growing team investing across a...

  • Investment Analyst

    2 weeks ago


    Melbourne, Victoria, Australia Caresuper Full time

    OverviewJoin to apply for theInvestment Analyst / Senior Analystrole atCareSuper.At CareSuper we believe that we are "Super Together". We are a profit-to-member Super Fund with over 500,000 members, $53 billion in assets, offices around Australia and are passionate about doing the best we can for our members so that they can retire with confidenceWe are now...

  • Investment Analyst

    3 weeks ago


    Melbourne, Victoria, Australia CareSuper Full time

    OverviewJoin to apply for the Investment Analyst / Senior Analyst role at CareSuper.At CareSuper we believe that we are "Super Together". We are a profit-to-member Super Fund with over 500,000 members, $53 billion in assets, offices around Australia and are passionate about doing the best we can for our members so that they can retire with confidenceWe are...

  • Investment Analyst

    3 weeks ago


    Melbourne, Victoria, Australia CareSuper Full time

    Overview Join to apply for the Investment Analyst / Senior Analyst role at CareSuper. At CareSuper we believe that we are "Super Together". We are a profit-to-member Super Fund with over 500,000 members, $53 billion in assets, offices around Australia and are passionate about doing the best we can for our members so that they can retire with confidence...

  • Investment Analyst

    1 week ago


    Melbourne, Victoria, Australia Lonsec Group Full time

    Investment AnalystAbout LonsecLonsec is a leading investment research powerhouse in Australia, empowering financial experts, fund managers, and super funds with top-notch research, market insights, and portfolio construction tools. Our mission is to fuel the financial industry's growth by providing unparalleled knowledge and expertise.About The Role:As an...

  • Investment Analyst

    4 weeks ago


    Melbourne, Victoria, Australia Buscojobs Full time

    Direct message the job poster from weave. RecruitmentA unique opportunity to join a high-performing renewable energy investment platform focused on accelerating the energy transition. We're looking for a commercially minded and analytically strong Investment Associate with 3–5 years of experience to join a collaborative and growing team investing across a...