Senior Fund Analyst at Charter Hall | AU | Rezi

Senior Fund Analyst at Charter Hall

Senior Fund Analyst

Charter Hall · AU

3 weeks ago

Senior Fund Analyst

Charter Hall · AU

23 days ago
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About the Role

The Senior Fund Analyst will lead the analytical, financial and reporting workstreams for the Diversified Investment Management Team. The role will include leading and managing internal and external stakeholder reporting, calculating key fund metrics, building and maintaining the fund financial models, and undertaking asset acquisition / divestment analysis, equity raising and / or listed M&A activity. In addition, the Senior Fund Analyst will be involved with and assist the Diversified CEO and Diversified Fund Manager in the preparation and presentation of matters to Board / Investment Committee, ranging from investment / underwrite proposals to lease proposals.

Responsibilities

  • Delivering key fund metrics, financial forecasts and budgeting
  • Reporting to internal group stakeholders, including the broader sector teams and senior management
  • Reporting to investors and / or fund Board / Investment Committees
  • Preparation and updating of investor presentations, reports, regulatory analysis and ASX related and investor communications (where relevant)
  • Maintaining fund financial models, updating property forecasts, actuals, assumptions and valuations
  • Preparing fund performance returns
  • Preparing and presenting analysis in relation to acquisition and divestment activity, property leasing / asset management activity, equity raisings, listed M&A, security buyback
  • Assist in the preparation and presentation of approval / underwriting papers for fund Board / Investment Committees, in relation to acquisition and divestment activity, property leasing / asset management activity, equity raisings, listed M&A, security buyback

Requirements

  • Lead the analytical, financial and reporting workstreams for the Diversified Investment Management Team
  • Lead and manage internal and external stakeholder reporting
  • Calculate key fund metrics
  • Build and maintain fund financial models
  • Undertake asset acquisition / divestment analysis, equity raising and / or listed M&A activity
  • Assist in the preparation and presentation of matters to Board / Investment Committee, ranging from investment / underwrite proposals to lease proposals

Benefits

  • Short and long-term incentives
  • Salary continuance and crisis insurance
  • Employee securities and 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
  • Pledge 1%
  • Workplace giving and dollar matching

About the Company

  • Australia's leading diversified property funds manager, bringing together scale, expertise and a strong performance track record to deliver for investors.
  • Active approach – managing funds, assets, leasing and development across Office, Industrial & Logistics, Retail, Diversified and Social Infrastructure to unlock long-term value.
  • Entrepreneurial, collaborative and customer-focused culture.
  • A place where talented people can step up, contribute and make an impact.