Job Description

Our Client is seeking a high‐calibre Investment Associate to support executive leadership in executing investment management strategies across the portfolio.

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The Role:

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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.

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Key Responsibilities:

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- Asset analytics: Produce accurate and timely forecasting of income and capital performance of managed assets, including variance analysis to budget.
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- Asset service delivery: Manage assets and oversee performance of managing agents and property‐level service providers to ensure high‐quality asset management outcomes.
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- Asset strategist: Develop, coordinate and submit budgets, business plans for value‐add initiatives, and Strategic Asset Plans (SAPs) aligned with investment strategy.
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- Client reporting: Assist in preparation of monthly, quarterly, and annual investor reporting.
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- Risk management: Ensure prudent risk management and compliance with legal, regulatory, and statutory obligations, including monitoring resolution of issues.
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- Project analysis: Evaluate development projects and assist with delivery of approved initiatives, working closely with architects, planners, quantity surveyors, lawyers, and valuers.
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- Capital transactions: Support acquisition due diligence processes, liaising with legal, technical, environmental,



and valuation advisors.
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Skills & Experience:

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- Educated: Tertiary qualifications in property or related discipline, with approximately 2–5 years' experience within relevant real estate organisations and exposure to traditional sectors.
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- Analytical: Highly numerate with robust analytical and reporting capability.
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- Knowledgeable: Commercial awareness of relevant legislation and ability to implement investment strategies.
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- Problem Solving: Ability to interpret data and generate insights that support sound business decisions.
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- Managing: Capable of handling multiple priorities and deadlines with strong time management and ability to work autonomously when required.
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- Connected: Proactive, self‐motivated, and driven to add value to the team.
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- Proficient: Advanced capability in MS Excel, Word, PowerPoint, and property analytics platforms such as Forbury or Argus.
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- Enduring: Strong relationship‐building ability across all levels of the organisation.
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- Articulate: Excellent written and verbal communication skills.
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- Respecting: Demonstrates understanding of corporate policies and procedures, particularly relating to risk management, HR, and workplace health & safety.
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How to Apply:

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To express your interest in this role please APPLY NOW or contact Matthew Clark for further information [email protected] or 0466 668 857.

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📌 Investment Associate (New South Wales)
🏢 Capstone Recruitment
📍 New South Wales