Join or sign in to find your next job
Join to apply for the Senior Fund Analyst role at Barings
Join to apply for the Senior Fund Analyst role at Barings
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.
We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.
Barings Real Estate Australia (BREA) is seeking an outstanding candidate to join the Portfolio Management function as a Senior Fund Analyst, reporting to the Portfolio Manager.
A successful candidate for the role will have a desire to succeed in the Portfolio Management field and have the capability to work in a dynamic team environment with multiple internal and external stakeholders. The role has long-term opportunities for progression and development within the organisation.
Primary Responsibilities
* Preparation of quarterly reports, quarterly valuations, NAV statements, capital calls, distributions, business planning, and ad-hoc reporting.
* Maintaining fund model, including quarterly updates, scenario and sensitivity analysis, and reforecasts supporting internal and external reporting.
* Monitor and report on financial debt facility covenants and liaise with lenders as required.
* Identify opportunities to improve financial performance, analyse asset level financial models and support major decisions including but not limited to new acquisitions, new leases, CAPEX, developments, ESG initiatives, liquidity management, debt refinancings, variations to budgets, and execution of investment goals and strategies.
* Collate, analyse, and summarise market and economic research, and competitor analysis.
* Attend and contribute to internal monthly project control group meetings (PCGs).
* Prepare for, attend, take minutes, and contribute to periodic investor update meetings.
* Support the Portfolio Manager working with investments team, ESG, asset management, and development management on key ESG initiatives in-line with the ESG goals and objectives of the Fund.
* Develop and maintain relationships with investor clients.
* Support new business initiatives as required.
Qualifications
* 3-7 years of relevant experience within a related field.
* A Bachelor's degree in finance, real estate, business, engineering, mathematics or related field.
* Advanced financial/property modelling skillset, analytical background, and strong attention to detail.
* Strong written and communication skills for preparing reports and investment proposals.
* Relationship management skills and team player with a can-do attitude, high level of integrity, professionalism and pride in quality of work, and takes ownership of tasks.
Requisite Skills
Analytical Analysis, Analytical Evaluation, Analytical Models, Financial Modeling, Financial Modeling in Excel, Real Estate Financial Modeling
Additional Skills
Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
Referrals increase your chances of interviewing at Barings by 2x
Sign in to set job alerts for "Fund Analyst" roles.
Sydney, New South Wales, Australia 3 months ago
Sydney, New South Wales, Australia 4 weeks ago
Sydney, New South Wales, Australia 1 day ago
Lead Senior Analyst, Investment Data Management
Sydney, New South Wales, Australia 2 weeks ago
Compliance Control Analyst – Investment Suitability & Cross Border
Sydney, New South Wales, Australia 1 day ago
Sydney, New South Wales, Australia 2 weeks ago
Corporate Development (M&A) – Private Equity backed Waste Management / Recycling business - Analyst / Associate – Sydney
Business Analyst with Financial Services
Sydney, New South Wales, Australia 1 day ago
Sydney, New South Wales, Australia 2 weeks ago
Business Analyst | Finance Transformation
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 4 weeks ago
Millers Point, New South Wales, Australia 3 weeks ago
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia A$130,000.00-A$150,000.00 3 weeks ago
Sydney, New South Wales, Australia 1 month ago
Sydney, New South Wales, Australia 4 weeks ago
Sydney, New South Wales, Australia 20 hours ago
Sydney, New South Wales, Australia A$120,000.00-A$120,000.00 3 weeks ago
Sydney, New South Wales, Australia 6 days ago
Sydney, New South Wales, Australia 3 weeks ago
Mascot, New South Wales, Australia 2 weeks ago
Parramatta, New South Wales, Australia A$113,574.00-A$125,720.00 3 days ago
Sydney, New South Wales, Australia 6 hours ago
Parramatta, New South Wales, Australia A$113,574.00-A$125,720.00 1 week ago
Sydney, New South Wales, Australia 3 days ago
Sydney, New South Wales, Australia 6 days ago
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 2 weeks ago
Greater Sydney Area A$130,000.00-A$160,000.00 2 days ago
Business Analyst (Finance Business Partner) - Baby & Child Care
Sydney, New South Wales, Australia 6 days ago
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr