This role sits within the Investment team and offers exposure across the full investment lifecycle — from underwriting and acquisition through to asset management, portfolio analysis and fund reporting. Key Responsibilities

Investment Analysis & Transactions

Build and maintain detailed financial models (acquisitions, divestments, development and repositioning) Conduct cashflow modelling, IRR analysis, debt structuring and scenario testing Support due diligence processes (commercial, financial and operational) Assist in preparing Investment Committee papers and transaction memoranda Analyse leasing assumptions, capital expenditure and asset-level performance Assist with portfolio performance analysis across retail and other direct real estate assets Support fund-level modelling including returns,



cash distributions and capital tracking Monitor asset performance against underwriting and investment thesis Work closely with Asset Management on forecasting and variance analysis Reporting & Stakeholder Support

Contribute to quarterly and annual investor reporting Assist in valuation processes and external advisor coordination Prepare internal performance dashboards and analytics Support capital raising materials and data room management when required About You

2–4 years’ experience in Corporate Finance, Financial Modelling, Funds Management or Investment banking (real estate coverage) or Big 4 TS or Financial Modelling. Solid financial modelling capability (advanced Excel essential) Clear understanding of IRR, NPV, equity waterfalls and capital structuring Highly analytical with strong commercial judgement Strong written and verbal communication skills A proactive mindset with the ability to operate in a lean, high-performing team Please apply directly or contact Will Harrington

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📌 Investment Analyst, Real Estate (Port Phillip City)
🏢 Capstone Recruitment
📍 Port Phillip City