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About the Role
The Fund Analyst will support high-quality analytics, reporting, and strategic insight across a $16bn+ retail portfolio, working closely with investors and senior leaders to shape portfolio curation, capital management, and business improvement initiatives.
Responsibilities
- Drive smarter investment decisions through high-quality analytics and reporting across portfolio returns, investment capacity, and capital management.
- Help shape resilient, high-performing retail portfolios by supporting transaction analysis, strategic asset plans, budgets, and key asset management initiatives.
- Influence key stakeholders by preparing clear, accurate, and timely reporting for investors, senior leaders, the Board, and investment committees.
- Bring market insight to life by using property and capital markets knowledge to support recommendations, key messaging, and stakeholder engagement.
- Contribute to scalable growth and team performance by supporting business improvement projects and helping build a collaborative, high-performing analyst team.
Requirements
- 2+ years’ experience in real estate funds management.
- Advanced user of Microsoft Excel (strong application of financial modelling is essential).
- Strong analytical skills and attention to detail.
- Applied knowledge of key financial reporting principles.
- Degree qualified in finance, business, property, or commerce related discipline.
- Post degree qualifications not mandatory depending on level of practical experience.
Skills
- Self-awareness
- Resilience
- Agility
- Generosity
- Strong time management skills
- Initiative
- Ability to prioritise
- Financial modelling
- Property discipline (asset management, valuations, commercial development, transactions)
Location
- Australia
Work Type
- Full-time
Experience Level
- 2+ years
Education Level
- Degree qualified in finance, business, property, or commerce related discipline
Benefits
- Employee share ownership
- Career development
- Short and long-term incentives
- Salary continuance and crisis insurance
- Employee securities
- Salary packaging
- 20 weeks paid primary carers leave
- 10 weeks secondary carers leave
- Parental transition support
- School holiday programs
- Sonder 24/7 EAP
- Tuesday breakfasts
- Wellbeing leave
- WELL-accredited workplaces
- AIA Vitality
- On-the-job experiences
- 24/7 online learning
- Mentoring and coaching
- Birthday leave
- Purchased leave
- Volunteer leave
- Career breaks
- Fertility leave
About the Company
- Charter Hall is Australia’s leading diversified property funds manager, bringing together scale, expertise, and a strong performance track record.
- The company actively manages funds, assets, leasing, and development across Office, Industrial & Logistics, Retail, and Social Infrastructure sectors.
- Charter Hall is a place where talented people can step up, contribute, and make an impact, backed by an entrepreneurial, collaborative, and customer-focused culture.
- Charter Hall is Australia’s leading fully integrated diversified property investment and funds management group.
- The business model is unmatched in the industry, with partnerships and financial discipline at the heart of its approach to create and invest in places that support growth.