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Senior fund analyst

Sydney
Redpath Partners
Posted: 1 August
Offer description

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Principal Consultant at Redpath Partners

Join a dynamic and collaborative investment team in a pivotal role focused on active portfolio management, financial performance analysis, and delivering strategic insight across real estate fund mandates. This role is integral to supporting regulatory obligations and driving long-term investment outcomes.

Key Responsibilities

* Develop and maintain fund and cash flow management models, incorporating valuation, capex, and asset management assumptions.
* Analyse asset and portfolio performance against fund strategies and benchmarks to deliver actionable insights.
* Prepare detailed investor and board reporting packs on a monthly, quarterly, and annual basis.
* Support the development and monitoring of annual strategic asset plans and budgets.
* Undertake market research and financial analysis to assist in shaping forward-looking investment decisions.
* Manage and coordinate the external valuation process, including analysis and stakeholder presentation.
* Oversee ESG-related initiatives and reporting, including annual sustainability submissions.
* Support debt strategy, reporting and refinancing processes as required.

About You

Education & Experience:

* Tertiary qualification in Finance, Real Estate, Economics or related discipline.
* Minimum 5 years' experience in real estate funds management or investment.
* Proficiency in lease-level cash flow modelling and fund-level financial models.
* Strong capability in DCF analysis, development feasibility, and performance modelling.
* Solid understanding of core real estate asset classes across the Australian market.
* Advanced Excel and proficiency in PowerPoint and general Microsoft Office tools.

Apply Now

For more information, please contact Jonny at Redpath Partners: / 0423097723


Seniority level

* Seniority level

Associate


Employment type

* Employment type

Contract


Job function

* Job function

Analyst
* Industries

Investment Management and Real Estate

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