An opportunity to join an established real estate investment management platform in a funds management role supporting institutional capital mandates. The Fund Analyst will work across portfolio modelling, forecasting, investment analysis, valuations, transactions, capital management and investor reporting, providing analytical support to both portfolio-level strategy and investment decision-making.
The role works closely with Investment Managers and teams across Asset Management, Capital Transactions, Treasury and Finance, providing exposure across the broader investment platform rather than operating within a purely reporting-focused function.
Key Responsibilities
Own and maintain detailed fund and portfolio models incorporating asset-level performance, valuations, capital expenditure, financing and capital management assumptions
Forecast earnings, distributions, cash flow, debt metrics, property valuations and investment returns
Undertake detailed analysis across leasing, capex, valuations, acquisitions, divestments and financing activity
Support the assessment and underwriting of recent investment opportunities in conjunction with Investment Management and Capital Transactions teams
Prepare analysis, recommendations and investment proposals for senior internal and external stakeholders
Coordinate monthly and quarterly investment and portfolio reporting
Prepare analysis and materials for institutional investors, senior management and Investment Committees
Support annual budgeting, business planning and portfolio strategy
Assist with internal and external valuation processes
Analyse debt compliance,



distributions and broader capital management considerations
Contribute to portfolio strategy, investment recommendations and business improvement initiatives
The role offers broad exposure across fund modelling, transactions, reporting and portfolio strategy, with involvement in acquisition and divestment analysis alongside debt and equity financing activity.
Candidate Profile
The successful candidate will bring relevant experience across real estate funds management, investment management, transactions, valuations, investment banking or a similarly analytical property environment.
A strong foundation in financial modelling and commercial property analysis is essential, together with the ability to interpret complex information and translate analysis into clear recommendations.
Candidates will ideally demonstrate:
Strong financial modelling and advanced Excel capability
Experience working with fund, acquisition, development or investment models
Sound understanding of commercial property valuation and investment principles
Exposure to portfolio forecasting, budgeting and performance analysis
Strong written and verbal communication skills
Ability to work effectively across investment, asset management, finance and capital management functions
Confidence engaging with senior stakeholders and institutional capital partners
Strong attention to detail, organisation and analytical judgement
This is an opportunity to build broad institutional investment management experience, with exposure extending beyond traditional fund reporting into portfolio strategy, transactions, valuations and capital management.
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📌 Fund Analyst, Real Estate Investment Management (New South Wales)
🏢 Redpath Partners
📍 New South Wales