Job Description
This role sits within the Investment team and offers exposure across the full investment lifecycle — from underwriting and acquisition through to asset management, portfolio analysis and fund reporting.
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Key Responsibilities
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Investment Analysis & Transactions
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- Build and maintain detailed financial models (acquisitions, divestments, development and repositioning)
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- Conduct cashflow modelling, IRR analysis, debt structuring and scenario testing
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- Support due diligence processes (commercial, financial and operational)
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- Assist in preparing Investment Committee papers and transaction memoranda
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- Analyse leasing assumptions, capital expenditure and asset-level performance
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- Assist with portfolio performance analysis across retail and other direct real estate assets
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- Support fund-level modelling including returns, cash distributions and capital tracking
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- Monitor asset performance against underwriting and investment thesis
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- Work closely with Asset Management on forecasting and variance analysis
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Reporting & Stakeholder Support
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- Contribute to quarterly and annual investor reporting
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- Assist in valuation processes and external advisor coordination
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- Prepare internal performance dashboards and analytics
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- Support capital raising materials and data room management when required
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About You
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- 2–4 years' experience in Corporate Finance, Financial Modelling, Funds Management or Investment banking (real estate coverage) or Big 4 TS or Financial Modelling.
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- Robust financial modelling capability (advanced Excel essential)
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- Clear understanding of IRR, NPV, equity waterfalls and capital structuring
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- Highly analytical with strong commercial judgement
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- Strong written and verbal communication skills
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- A proactive mindset with the ability to operate in a lean, high-performing team
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Please apply directly or contact Will Harrington
[email protected] or on 0438 968 465
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📌 Investment Analyst, Real Estate (Victoria)
🏢 Capstone Recruitment
📍 Victoria