Analyst – Origination and Execution

Private Credit | Commercial Real Estate Finance The Opportunity

Our client is an established credit fund manager operating in the Australian commercial real estate debt market. They are seeking an Analyst to join their Origination and Execution team, supporting the full deal lifecycle from initial structuring through to settlement and ongoing portfolio management.

This is a genuine opportunity for a banking professional to move into private credit, working closely with experienced Deal Leads on live transactions across origination, credit underwriting, execution and deal management.

Key Responsibilities

Loan Origination and Credit Underwriting

- Assist with drafting of deal summaries and updating term sheets for pricing and other high-level commercial terms
- Build and maintain financial models for current deals and pricing across transaction types, including scenario modelling
- Complete payout figure calculations, final deal reconciliations and settlement statements
- Support the drafting and preparation of Investment Committee papers as directed by the Deal Lead or senior team members
- Complete KYC/AML checks in accordance with credit policies
- Draft Request for Information (RFI) documentation and review due diligence materials

Execution of Transactions

- Assist with management of deal settlement and execution requirements as directed by the deal team
- Liaise with appointed external lawyers to support preparation and execution of required documentation
- Complete compliance checklists




- Work with the deal team and finance function to finalise funding and settlement

Deal Management

- Actively manage an assigned portfolio of loans
- Complete Monthly Deal Management reports for review and sign-off by Deal Leads
- Monitor deal performance across the transaction lifecycle, identifying risks early and escalating to the Deal Lead or Deal Partner as appropriate

About You This role requires a solid foundation in banking. Candidates without prior banking experience will not be considered.

- Essential: 2/3 years experience gained within a bank — e.g. corporate, commercial, business or institutional banking, credit, leveraged/structured finance, or a related lending environment
- Strong financial modelling and Excel skills, with the ability to build and interpret pricing and scenario models
- Working knowledge of credit underwriting, KYC/AML and due diligence processes
- High attention to detail and strong organisational skills, with the ability to manage multiple transactions concurrently
- Excellent written communication skills, including experience drafting deal or credit papers
- A relevant tertiary qualification in finance, commerce, law or a related discipline

How to Apply This is a confidential search and the identity of the hiring organisation will not be disclosed until a later stage of the process. To apply or to arrange a confidential discussion about this role, please contact the retained advisor handling this search.

📌 Analyst (Sydney)
🏢 Avenue Executive
📍 Sydney