Senior Fund Analyst (New South Wales)

Senior Fund Analyst (New South Wales)

08 Aug
|
Charter Hall Holdings Pty
|
New South Wales

08 Aug

Charter Hall Holdings Pty

New South Wales

The Place for Talent
About the opportunity
Purpose The Charter Hall Diversified Sector encompasses funds, partnerships and mandates with a diversified sector investment strategy across both listed and wholesale capital investors.
Currently, the sector has total funds under management of ~$14 billion across nine separate funds with investments across all assets classes; industrial & logistics, office, retail and social infrastructure.
The division primarily comprises the Diversified Investment Management Team, that has responsibility over the investment management function of these funds whilst asset, property and development management of the portfolios are undertaken by respective sector teams.
The team therefore works directly with each sector to deliver portfolio outcomes and performance in line with fund strategy.
The Diversified team also works closely with each sector of the Capital Transaction Team to execute on acquisition or divestment opportunities based on portfolio strategy and sector allocations.
Funds under management of the Diversified Sector team includes the ASX listed Charter Hall Long WALE REIT (ASX: CLW).
CLW is an Australian Real Estate Investment Trust ("REIT") focused on providing investors with stable and secure income and the potential for both income and capital growth through an exposure to long WALE properties.
The REIT is actively managed to grow the portfolio through direct and indirect investments across multiple real estate sectors.
The REIT is focused on assets that are predominantly leased to tenants with strong covenants on long term leases.
Current portfolio GAV of ~$6.0bn.
The Diversified Sector Team also manages [8] wholesale partnerships and mandates of approximately $8.0bn in value.
What you'll be doing




Stakeholder reporting Delivering key fund metrics, financial forecasts and budgetin Reporting to internal group stakeholders, including the broader sector teams and senior management Reporting to investors and / or fund Board / Investment Committees Preparation and updating of investor presentations, reports, regulatory analysis and ASX related and investor communications (where relevant).
Financial Modelling Maintaining fund financial models, updating property forecasts, actuals, assumptions and valuations.
Preparing fund performance returns.
Preparing and presenting analysis in relation to (but not limited to): Acquisition and divestment activity Property leasing / asset management activity Equity raisings, listed M&A;, security buyback.
Board / Investment Committee papers and presentations Assist in the preparation and presentation of approval / underwriting papers for fund Board / Investment Committees, in relation to (but not limited to) Acquisition and divestment activity Property leasing / asset management activity Equity raisings, listed M&A;, security buyback.
Benefits that matter
Our people share in our success.
From employee share ownership to career development, we back our people for the long term.
Wealth: Short and long-term incentives, salary continuance and crisis insurance, employee securities and salary packaging.
Family: 20 weeks paid primary carers leave, 10 weeks secondary carers leave,



parental transition support, school holiday programs.
Well-being: Sonder 24/7 EAP, Tuesday breakfasts, wellbeing leave, WELL-accredited workplaces and AIA Vitality.
Learning: On-the-job experiences, 24/7 online learning, mentoring and coaching.
Leave: Birthday leave, purchased leave, volunteer leave, career breaks, fertility leave, and wellbeing leave.
Community: Pledge 1%, volunteer leave, workplace giving and dollar matching.
Why Charter Hall
As Australia's leading diversified property funds manager, we bring together scale, expertise and a strong performance track record to deliver for our investors.
What sets us apart is our active approach – managing funds, assets, leasing and development across Office, Industrial & Logistics, Retail, Diversified and Social Infrastructure to unlock long-term value.
We're always looking ahead, exploring new ways to connect people, capital and opportunity.
Backed by an entrepreneurial, team-oriented and customer-focused culture, Charter Hall is a place where talented people can step up, contribute and make an impact.
Learn more: /
The place for talent
Charter Hall is Australia's leading fully integrated diversified property investment and funds management group.
We use our expertise to access, deploy, manage and invest equity across core real estate sectors – Office, Industrial & Logistics, Retail and Social Infrastructure – giving you exposure to the whole value chain.
This business model is unmatched in our industry.
With partnerships and financial discipline at the heart of our approach, we create and invest in places that support growth – for our people, customers and communities.
#J-*****-Ljbffr

📌 Senior Fund Analyst (New South Wales)
🏢 Charter Hall Holdings Pty
📍 New South Wales

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