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Investment analyst

Sydney
Fourquarters
Investment Analyst
Posted: 12 September
Offer description

Leading Property Fund Manager
- Join a High Calibre Growing Team
- Strong Capital Sources & Deal Pipeline

**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 Real Estate Funds Management team, you will assist with providing stakeholders and investors with high quality performance monitoring, financial modelling, reporting and analysis on acquisitions.

The performance monitoring, financial modelling, reporting and analysis you provide will enable the fund and its stakeholders to make well-informed, strategic investment decisions regarding current portfolios and assets, potential acquisitions, and the ongoing delivery of investment returns to clients. Self-sufficient, but working closely with the Director and Investment Manager, the financial reporting and analysis you provide will incorporate capital and market intelligence, including the asset pricing metrics, interest rate markets, monitoring and analysis of key market trends, revenues, occupancies, supply pipelines and changes to demand drivers. In addition, you will assist in the management of asset strategy by providing support in asset budget review and assessment, asset acquisition and divestment works, refurbishment feasibilities and investment project/s strategy and analysis.

Responsibilities of your role include cash flow modelling, investment returns calculations and analysis, fund level budgeting and forecasting, valuation management and the preparation of asset acquisition, divestment, and investment review reports.

***

**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).
- 3-5 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

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