Our client is a well-established industrial real estate investment and development business with a growing national portfolio. It's known for a disciplined, hands-on approach and robust relationships with its capital partners.
They're now looking for an Investment Analyst to take ownership of the models, registers and reporting behind the portfolio. It's a broad, hands-on role with exposure across the full investment lifecycle.
The role
Run and maintain the asset and portfolio models
Prepare budgets, reforecasts and rolling cash flows with Finance
Manage the valuation process, from instructions through to reconciling back to the models
Oversee debt registers, covenants, hedging and lender reporting
Manage distributions, capital calls, unitholder registers and IRR tracking
Prepare quarterly investor,
capital partner and JV reporting
Track portfolio performance, WALE, expiry profiles and exposures
Support underwriting, due diligence, IC papers and capital raising
About you
Solid experience in real estate investment, funds management or corporate finance
Advanced financial modelling skills
Valuable working knowledge of real estate debt and equity structures
Excellent attention to detail and a firm focus on data accuracy
Proactive and comfortable working across investment, finance and capital partner teams
Industrial or logistics experience is highly regarded
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📌 Investment Analyst Real Estate Sydney (Australia)
🏢 Capstone Recruitment
📍 Australia
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