Investment Analyst

Step Into Private Markets

Company Background

Our client is an established Australian fund manager specialising in real estate private credit and property investment. They lend to and invest alongside property developers and sponsors, managing capital on behalf of a broad investor base.

This newly created role sits within a small investment team that works closely with the senior leadership of the business. Key highlights include:

• Direct exposure to senior decision-makers and the credit approval process

• Variety across lending, property transactions and fund activity

• A clear pathway to build a long-term career in private markets

The Role

Reporting to the investment team leadership, you will play a hands-on role across the full deal cycle, from first assessment through to ongoing reporting.

• Assess property development and construction loans and prepare credit papers

• Review feasibility and cash flow models and monitor loan covenants

• Support property acquisitions, due diligence and deal structuring with external advisers

• Complete financial due diligence on corporate transactions

• Prepare investor materials, fund reporting and ongoing loan monitoring

• Attend sponsor and investor meetings and site inspections

Your Background

This role suits a Big 4-trained accountant ready to move out of practice and into investing. You will bring sound technical foundations, curiosity, and the drive to learn a new asset class quickly. Fit with the team matters as much as technical ability.

• CA qualified, or in the final stages of the CA Program

• 1 to 3 years at a Big 4 firm in audit, transaction services or deal advisory

• Strong Excel skills and a genuine interest in building financial models

• Personable and comfortable presenting your work to senior stakeholders and investors

• Highly regarded: exposure to real estate, funds management or financial services clients

• Highly regarded: knowledge of GST, CGT, stamp duty or trust tax

If you are keen to find out more about this Investment Analyst position, please contact John Salter at Richard Lloyd on 02 8324 2011, quoting reference 10281 or click on 'apply now' below.

Please submit your CV in Word format and note that due to the high volume of responses we receive only suitable candidates will be contacted.