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 new 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

Robust 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 (Sydney)
🏢 Redpath Partners
📍 Sydney