Job Description
Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Invesment Analyst into their Investments team.
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Our client has a significant track record within real estate assets across office, industrial, healthcare, retail and logistics, and has a track record of proprietary, value-oriented transactions, from single-asset acquisitions through to multi-asset and corporate portfolio deals. Backed by both significant private and institutional capital and a genuinely entrepreneurial ownership group, there are multiple strategies in the pipeline which this role will take an active role in.
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Analyst hire
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This role sits within the investments team, reporting into senior leadership, and is ideally suited to a highly numerate, detail-oriented individual who wants exposure to live, end-to-end transaction execution, "cradle to grave". You'll get genuine reps across the full deal lifecycle: sourcing, underwriting, financial modelling, investment committee papers, and execution.
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Coverage spans:
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Single-asset property investment opportunities across commercial, industrial, retail, residential, logistics, cold storage, multifamily, self-storage, student housing, hotels & resorts, and entertainment/leisure assets
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Multi-asset and corporate portfolio opportunities
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True private equity, corporate finance and fund modelling
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What you'll be responsible for
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Financial modelling and analysis supporting the underwriting of acquisition and disposition opportunities
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Preparing investment committee memos and supporting materials for bid or offer documentation
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Conducting market research to support the development of investment strategies and identify transaction opportunities
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Drafting components of the business case for acquisitions or dispositions
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Supporting capital raising initiatives for future funds, as required
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Assisting on special projects and cross-team initiatives across the wider platform
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What we're looking for
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A business, finance, economics or property-related degree
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1-3+ years' experience in investment banking (real estate investment banking an advantage but not essential) or real estate private equity.
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Strong financial modelling and analytical skills, with a rigorous, detail-oriented approach
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Explicit verbal communication and succinct written communication for investment papers and bid documentation
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A disciplined investment ethos paired with commercial creativity and the ability to move quickly and efficiently
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A collaborative team mentality - this platform operates as one integrated team across property, corporate and funds functions
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📌 Analyst, Real Estate Private Equity (New South Wales)
🏢 Roundtree Search
📍 New South Wales