Job Purpose: A pivotal role in meeting the strategic objectives and regulatory requirements for key mandates, through active portfolio management, financial analysis, performance tracking, and reporting.
Key Accountabilities:
- Responsible for developing and maintaining the Asset, Fund and Cash Management models, liaising with asset management for key assumptions and with reference to the external valuation.
- Analysis of asset and portfolio performance against the funds’ investment strategies and relevant benchmarks.
- Preparation of quarterly and annual reporting packs to the Board and Investors.
- Contribute to the development of annual strategic asset plans and budgets and oversee their effective implementation.
- Research new and emerging markets, compile data and undertake financial analysis to contribute to forward looking decision making around investment strategies.
- Management and delivery of external valuations including review and analysis to both internal and external stakeholders.
- Involvement in debt strategy, reporting and refinancing.
- Oversight of ESG initiatives and fund level ESG reporting, including annual GRESB submission.
Other areas of support and input
- Recommend and drive continuous improvement activities in processes, reporting systems, policies and use of technology
Perform other tasks and projects as assigned from time to time.
Role requirements:
Education/Qualifications
- Degree with specialisation in finance/ Real Estate / economics
Experience
- Circa 5 years relevant professional experience in real estate funds management investment
- Property and lease cash flow modelling required
- Exposure to fund models essential
Knowledge and Skills
- Financial modelling, analysis and/or development feasibility
- Experience in core real estate sectors in Australia
- Fluency in English
Competencies
- Strong verbal and written communication, presentation and report writing skills
- Strong financial, and analytical skills (DCF and financial modelling)
- Solid capability of MS Office, PowerPoint, and Excel
- Autonomous, trustworthy, and accountable
- Excellent organisation and attention to detail
Problem solver and open minded
