Brook Recruitment is partnering with a well-established Australian real estate investment manager specialising in private credit and private equity.
They are looking for a Portfolio Associate to sit at the centre of portfolio performance, turning complex data into clear recommendations for the Investment, Risk, Finance and Capital teams.The roleBuild and improve portfolio financial models and performance toolsAnalyse returns, liquidity, credit facilities and distributionsPrepare investor, fund and board reportingSupport capital raising and investor due diligenceCoordinate capital calls and distributions with fund administratorsCoach and develop Portfolio AnalystsAbout you5 to 7 years in portfolio or investment analysis, ideally in real assets or private creditAdvanced Excel and solid modelling skillsDegree in finance, accounting, economics or similar; CFA, CA or CPA highly regardedClear communicator who enjoys solving problems and working with others
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📌 Portfolio Associate (Melbourne)
🏢 Brook Recruitment
📍 Melbourne