Job Description

Our client is an established real estate investment and development business seeking a Property Portfolio & Investment Associate to join its Melbourne CBD team on a permanent basis.

n

A major early priority will be establishing an integrated fund model to support investment, funding and commercial decision-making across a significant masterplanned development platform. The broader role spans fund and portfolio analysis, individual asset assessment, development feasibility and performance reporting.

n

The Opportunity

n

Working closely with the Manager, Commercial, the successful candidate will build and maintain the fund-level model while supporting commercial decisions across the portfolio, its underlying assets and individual development stages.
n Key responsibilities will include:

n

n
- Designing, building and maintaining an integrated fund model and supporting data framework
n
- Tracking capital contributions, investment deployment, investment balances, actual and forecast cash flows, distributions and unit pricing
n
- Ensuring fund-level outputs reconcile with underlying project models and financial reporting
n
- Maintaining visibility over liquidity, capital available for deployment or distribution and future funding requirements
n
- Incorporating equity, debt and gearing assumptions into the model where relevant
n
- Monitoring actual and projected performance across fund, portfolio, asset and development-stage levels
n
- Supporting the financial evaluation of land subdivision and development opportunities from planning through delivery and completion
n
- Undertaking scenario and sensitivity analysis across funding, pricing, sales, costs and development timing
n
- Producing clear forecasts and performance reporting that identify variances, risks and key value drivers
n
- Translating complex model outputs into commercially focused recommendations for senior and joint-venture stakeholders
n

n

Our Client

n





Our client is an established real estate investment and development business seeking a Property Portfolio & Investment Associate to join its Melbourne CBD team on a permanent basis.

n

A major early priority will be establishing an integrated fund model to support investment, funding and commercial decision-making across a significant masterplanned development platform. The broader role spans fund and portfolio analysis, individual asset assessment, development feasibility and performance reporting.

n

The Opportunity

n

Working closely with the Manager, Commercial, the successful candidate will build and maintain the fund-level model while supporting commercial decisions across the portfolio, its underlying assets and individual development stages.
n Key responsibilities will include:

n

n
- Designing, building and maintaining an integrated fund model and supporting data framework
n
- Tracking capital contributions, investment deployment, investment balances, actual and forecast cash flows, distributions and unit pricing
n
- Ensuring fund-level outputs reconcile with underlying project models and financial reporting
n
- Maintaining visibility over liquidity, capital available for deployment or distribution and future funding requirements
n
- Incorporating equity, debt and gearing assumptions into the model where relevant
n
- Monitoring actual and projected performance across fund, portfolio, asset and development-stage levels
n
- Supporting the financial evaluation of land subdivision and development opportunities from planning through delivery and completion
n




- Undertaking scenario and sensitivity analysis across funding, pricing, sales, costs and development timing
n
- Producing clear forecasts and performance reporting that identify variances, risks and key value drivers
n
- Translating complex model outputs into commercially focused recommendations for senior and joint-venture stakeholders
n

n

Preferred Experience

n

n
- Advanced spreadsheet-based financial modelling capability, including the ability to build integrated models from first principles
n
- Experience developing or maintaining fund, portfolio, investment or similarly complex financial models
n
- Working knowledge of fund-level mechanics such as capital deployment, liquidity, distributions, unit pricing, projected returns and potential gearing
n
- Experience in property investment, development, funds management, valuation or real estate advisory
n
- Understanding of development feasibility, including revenue, cost, timing, funding and return assumptions
n
- Ability to analyse performance across portfolio, asset and development-stage levels
n
- Robust attention to detail, analytical rigour and confidence working with complex or imperfect datasets
n
- Ability to explain technical analysis clearly to senior and non-technical stakeholders
n

n

Preferred Qualifications

n

n
- Bachelor's degree in Finance, Commerce, Property, Real Estate or a related discipline
n
- CA, CFA, property valuation or other relevant postgraduate qualifications would be advantageous
n
- Prior experience within property investment, development, funds management or real estate advisory
n

n

Applicants must currently reside in Australia and hold appropriate Australian working rights.

n

n
- Broad exposure across portfolio, asset and development decisions
n
- High-impact investment analysis in an established property business
n
- Suits a strong financial modeller with property experience
n

#J-18808-Ljbffr

📌 Property Portfolio & Investment Associate (Victoria)
🏢 Numbers Executive
📍 Victoria