Investment Analyst | Capital Transactions & Funds Management The opportunity
Reporting to the Fund Manager and working closely with the Head of Acquisitions, you will underwrite new investment opportunities and support end-to-end funds management across institutional and private capital. The role suits an ambitious analyst looking to build a long-term career in capital transactions and funds management. The level (Analyst or Senior Analyst) will depend on experience.
Key responsibilities
- Build and maintain financial models (development, DCF, IRR, sensitivities), including Forbury and in-house fund models
- Work across the full transaction lifecycle, from origination and execution to portfolio monitoring, across multiple real estate sectors
- Prepare Investment Committee papers, analysis and recommendations
- Conduct commercial and financial due diligence on assets,
sponsors and counterparties
- Assess feasibility, risk and risk-adjusted investor returns on development and income-producing assets
- Support fund administration, investor reporting and debt raising with bank and non-bank lenders
About you
- Strong financial modelling skills, with Forbury experience highly regarded
- Hungry, ambitious and a self-starter
- Comfortable in a fast-paced, growth-focused setting
- Keen to build a career across capital transactions and funds management
How to Apply To express your interest in this role please APPLY NOW or contact Matthew Clark for further information at
[email protected] or 0466 668 857.
📌 Investment Analyst-Transactions & Funds Management (Sydney)
🏢 Capstone Recruitment
📍 Sydney