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Investment Analyst

Opportunity to join a highly active and growing funds manager with access to the Board, investors, and key stakeholders. Utilise your passion for the funds management and investment industry, progress your career in a high performing experienced team and work with a diverse range of sectors and stakeholders.

Our Client
 
Our client is a boutique funds manager providing long-term investment opportunities for their clients. With a national presence they focus on the acquisition, development, and management of real estate assets. Due to their success and growth, they are seeking a high calibre individual to join their team who will be supported and skills developed by senior leadership team with a wealth of experience and expertise.
 
The Role

Working as part of a team to drive outcomes for clients and the business, your key responsibilities will include:

  • Developing investment appraisals for new acquisitions
  • Support asset acquisition and disposal processes
  • Preparing financial data for investor reports and investment committees
  • Undertaking investment analytics on property assets
  • Creating and updating dynamic financial models
  • Creating and refining distribution forecast models
  • Continuous refinement of the existing financial models
  • Monitoring sector, market and economic conditions

About You

  • Relevant Degree (i.e. Finance, Accounting, Economics, Commerce or similar)
  • 1-3 years’ experience in financial, business, or investment analysis within a high-performance environment
  • Strong Excel and financial modelling skills essential
  • Strong financial, analytical and research skills
  • A proactive, problem-solving mindset and ability to work under pressure
  • Excellent communication and stakeholder engagement skills across all levels of an organisation
  • Strong written (including report writing) and presentation skills
  • A real energy, drive and passion for the industry and a can-do attitude

In Return

  • Competitive remuneration package depending on experience (including bonus scheme)
  • Excellent opportunity for career development and progression
  • Work with a highly experienced team, providing support in a dynamic and fast-paced working environment
  • Adelaide CBD office location

Next Steps

If you’re interested in the role, please submit your CV using the relevant links. For further information, please contact Sally Warner from Perks People Solutions on (08) 8273 9291 for a confidential discussion.

To be considered for this role you will need to be an Australian Citizen, Permanent Resident, or have a current visa that permits you to work in Australia in a full-time position.

Work Type
Permanent / Fulltime
Contact Name
Sally Warner

Job Classification
Senior Finance & Accounting
Location
Adelaide, South Australia, Australia

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