Our Client is seeking a high‐calibre Investment Associate to support executive leadership in executing investment management strategies across the portfolio.
The Role:
This role will play a key part in asset performance optimisation, financial analysis, strategic reporting, and transaction support, contributing directly to investment outcomes and investor value creation.
Key Responsibilities:
Asset analytics: Produce accurate and timely forecasting of income and capital performance of managed assets, including variance analysis to budget.
Asset service delivery: Manage assets and oversee performance of managing agents and property‐level service providers to ensure high‐quality asset management outcomes.
Asset strategist: Develop, coordinate and submit budgets, business plans for value‐add initiatives, and Strategic Asset Plans (SAPs) aligned with investment strategy.
Client reporting: Assist in preparation of monthly, quarterly, and annual investor reporting.
Risk management: Ensure prudent risk management and compliance with legal, regulatory, and statutory obligations, including monitoring resolution of issues.
Project analysis: Evaluate development projects and assist with delivery of approved initiatives, working closely with architects, planners, quantity surveyors, lawyers, and valuers.
Capital transactions: Support acquisition due diligence processes, liaising with legal, technical, environmental,



and valuation advisors.
Skills & Experience:
Educated: Tertiary qualifications in property or related discipline, with approximately 2–5 years' experience within relevant real estate organisations and exposure to traditional sectors.
Analytical: Highly numerate with strong analytical and reporting capability.
Knowledgeable: Commercial awareness of relevant legislation and ability to implement investment strategies.
Problem Solving: Ability to interpret data and generate insights that support sound business decisions.
Managing: Capable of handling multiple priorities and deadlines with strong time management and ability to work autonomously when required.
Connected: Proactive, self‐motivated, and driven to add value to the team.
Proficient: Advanced capability in MS Excel, Word, PowerPoint, and property analytics platforms such as Forbury or Argus.
Enduring: Solid relationship‐building ability across all levels of the organisation.
Articulate: Excellent written and verbal communication skills.
Respecting: Demonstrates understanding of corporate policies and procedures, particularly relating to risk management, HR, and workplace health & safety.
How to Apply:
To express your interest in this role please APPLY NOW or contact Matthew Clark for further information or .
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📌 Investment Associate (New South Wales)
🏢 Capstone Recruitment
📍 New South Wales