Charter Hall3 jobs

Senior Fund Analyst

Mid levelSeniorFull-timeHybridMetro NW, Sydney NSW, AustraliaPosted 1 month agoVerified 1 month ago
Pending fitX of Y criteria met

About the job

The Senior Fund Analyst position is a fantastic opportunity to lead analytical, financial, and reporting workstreams within the Diversified Investment Management Team. This job plays a crucial role in managing funds worth approximately $14 billion across various asset classes, ensuring that the team delivers outstanding portfolio outcomes. Collaboration and communication are key, as the team works closely with stakeholders to achieve shared goals.

You'll be responsible for

๐Ÿ“Š

Leading stakeholder reporting

Delivering key fund metrics, financial forecasts, and reporting to internal and external stakeholders.
๐Ÿ’ผ

Maintaining financial models

Updating property forecasts, actuals, assumptions, and valuations for fund performance.
๐Ÿ“

Preparing Board papers

Assisting in the preparation and presentation of approval papers for fund Board and Investment Committees.

Key criteria

๐Ÿ“Š

Financial modelling expertise

Proven experience maintaining and updating fund financial models.

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๐Ÿ“ˆ

Stakeholder reporting experience

Demonstrated experience delivering key fund metrics and forecasts to stakeholders.

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๐Ÿ“

Investor communication skills

Experience preparing and presenting investor reports and regulatory analysis.

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View more

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4 criteria for this job
Financial modelling expertise
Proven experience maintaining and updating fund financial models.

View

Stakeholder reporting experience
Demonstrated experience delivering key fund metrics and forecasts to stakeholders.

View

Investor communication skills
Experience preparing and presenting investor reports and regulatory analysis.

View

Real estate investment knowledge
Understanding of asset acquisition, divestment, and property leasing activities.

View

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