Investment Analyst | Real Estate Funds Management & Private Equity | Sydney

Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Investment Analyst into their Investments team.

About our client
A robust track record of proprietary, value-oriented transactions across office, industrial, healthcare, retail and alternative assets
Deals ranging from single-asset acquisitions to multi-asset and corporate portfolio transactions
Backed by significant private and institutional capital and an entrepreneurial ownership group
Multiple strategies in the pipeline, which this role will play an active part in

The role

You'll sit within the Investments team and report to senior leadership, working on live transactions and fund management, from start to finish across sourcing, underwriting, financial modelling, investment committee papers and execution.

Coverage
Single-asset opportunities across commercial, industrial, retail, residential, logistics, cold storage, multifamily, self-storage, student housing, hotels and resorts, and entertainment and leisure assets




Multi-asset and corporate portfolio opportunities
Private equity, corporate finance and fund modelling

Key responsibilities
Financial modelling and analysis to support underwriting of acquisitions and disposals
Preparing investment committee memos and bid and offer materials
Market research to support investment strategies and identify recent prospects
Drafting parts of business cases
Supporting capital raising for future funds as needed
Special projects across the platform

What you'll bring
A degree in business, finance, economics or property
1 to 4+ years in investment banking (real estate IB an advantage but not essential) or real estate private equity
Strong modelling and analytical skills, with close attention to detail
Transparent verbal and concise written communication
A disciplined investment approach combined with commercial creativity and speed
A collaborative style that suits one integrated team across property, corporate and funds

To discuss the role in confidence, contact Joel Eve at Roundtree Search.

📌 Investment Analyst Sydney
🏢 Roundtree Search
📍 Sydney