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Investment analyst

Sydney
Castle Group
Investment Analyst
Posted: 11 June
Offer description

About the CompanyCastle group has over 17 years of experience in residential land development. We have developed, value added and sold projects with a total end value surpassing $1 billion. Our significant project pipeline (over $1.6 billion) ensures you’ll have exciting, long-term opportunities to build your career while contributing to company’s growth.Join us and make your markLong-term career opportunitiesGrow in a fast paced, agile and dynamic workplaceCompany that caresPosition SummaryThe Investment Analyst will play a key role in supporting strategic investment and development activities across a diversified portfolio. While the primary focus is on real estate development, the role also provides exposure to funds management, hospitality, infrastructure, and private equity-style transactions.Working closely with the Investment Manager – who brings high performance standards and strong mentoring capabilities – you will gain hands-on experience across the full investment lifecycle. The position also collaborates regularly with the Head of Strategy and Growth and middle management across various operating businesses, offering broad insight into group-level business strategy.This is an excellent opportunity for a driven individual seeking a long-term pathway in private investment, with scope for development into senior roles within the group.ResponsibilitiesInvestment Analysis & Financial ModellingBuild institutional-grade financial models to assess project feasibility, evaluate investment returns, and support capital structuring.Undertake detailed commercial analysis across sectors including property development, infrastructure, funds management, and private equity.Apply private equity-style thinking to assess business models, growth strategies, and exit scenarios.Transaction Execution & Due DiligenceSupport due diligence processes for acquisitions, joint ventures, and capital raisings.Assist with transaction structuring and coordination of external advisors (legal, tax, consultants).Materials & Stakeholder CommunicationPrepare high-quality investment materials including pitch decks, investment memorandums, and internal board papers.Collaborate with internal teams and external stakeholders such as capital partners, legal advisors, and consultants.Research & Strategic InsightsMonitor macro trends, sector dynamics, and transaction benchmarks to support investment decisions and portfolio strategy.Assist in pipeline tracking, performance reporting, and post-investment analysis.Knowledge and Skills4 – 6 years of experience in investment banking, private equity, corporate finance, property development, or a related field.Advanced financial modelling skills, with the ability to build feasibility and DCF models from scratch.Strong commercial acumen and analytical capabilities; able to extract actionable insights from complex datasets.Excellent written and verbal communication skills, with demonstrated experience in preparing institutional-grade materials.Exposure to the property sector is essential. Experience in infrastructure, funds management, or private equity is highly regarded.EducationTertiary qualifications in Finance, Economics, Property, Commerce, or a related discipline.Progress toward professional accreditation (e.g., CFA, CA, CPA) will be viewed favorably.Career DevelopmentYou will work under the direct guidance of a high-calibre Investment Manager who is both a strong operator and an active mentor. This role offers significant opportunity for personal and professional growth, with future pathways into senior investment or strategy roles across the group’s expanding portfolio.
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