Senior Funds Analyst

Kaizen Recruitment · Melbourne VIC 3004 · Full time
Posted 5d ago

Senior Funds Analyst

Kaizen Recruitment
~$100k - $150k(Estimated)
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KEY POINTS WE FOUND
  • Join a leading investment manager in a Senior Funds Analyst role.
  • Provide modelling, analysis, and insights for capital management and investment decisions.
  • Enhance financial reporting and analytical processes.

  • Growing Investment Manager
  • Competitive remuneration package
  • Excellent internal exposure and career development prospect

An established investment manager operating across the Australian real estate market is seeking a Senior Funds Analyst to join its Funds Management team.

This is a broad, commercially focused role sitting at the intersection of funds management, investments, treasury and portfolio management. You will play a key role in providing the modelling, analysis and insights supporting capital management and investment decisions across the platform.
  
Key Responsibilities

  • Develop and maintain sophisticated financial and cash flow models.
  • Analyse portfolio funding requirements, liquidity and capital deployment.
  • Assess the financial impact of new and existing investments.
  • Work closely with investment teams on transaction activity and portfolio movements.
  • Prepare portfolio analysis, forecasts and reporting.
  • Support ongoing fund management and investment performance analysis.
  • Translate complex financial information into clear commercial insights.
  • Identify opportunities to enhance modelling, reporting and analytical processes.

  
About You
You will ideally have experience within funds management, private markets, real estate investment, private credit or a similar investment environment.

  • Advanced financial modelling skills, particularly across cash flow, liquidity or treasury.
  • Experience analysing investments at a fund or portfolio level.
  • Strong commercial judgement and problem-solving capability.
  • Ability to communicate complex financial information clearly.
  • Strong analytical capability and attention to detail.
  • CFA qualification or progress towards CFA would be advantageous.

Experience within private credit or real estate investments would be particularly relevant, although candidates from adjacent investment backgrounds with strong modelling and commercial capabilities are encouraged to apply.
 
If this sounds like you, please hit ‘’Apply’’ to be considered.

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Skills

0 of 13 matched
Attention to detailCash flow modellingCfa qualificationCommercial insightFinancial modellingFinancial reportingInvestment analysisLiquidity analysisPortfolio analysisPrivate creditPrivate marketsProblem solvingReal estate investment

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