Fund Analyst at Charter Hall HO

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

22 Sep, 26

Salary

0.0

Posted On

24 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modelling, Microsoft Excel, Real Estate Funds Management, Financial Reporting, Portfolio Analytics, Capital Management, Transaction Analysis, Asset Management, Stakeholder Engagement, Strategic Planning, Budgeting, Market Analysis

Industry

Real Estate

Description

The Place for Talent About the opportunity: At the centre of Charter Hall’s Retail platform, the Fund Analyst will support high-quality analytics, reporting and strategic insight across a $16bn+ portfolio. Working closely with investors, senior leaders and key decision-makers, this role will help shape portfolio curation, capital management and business improvement initiatives that support strong investment performance and long-term value creation. How you’ll make an impact: 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. What you’ll bring to the team Future focused capabilities including self-awareness, resilience, agility and generosity. An ability to work in a fast-paced environment with strong time management skills, initiative and an ability to prioritise. 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. Experience in a property discipline (asset management, valuations, commercial development, transactions) will be looked upon favourably; and Degree qualified in finance, business, property, or commerce related discipline. Post degree qualifications not mandatory depending on level of practical experience. Benefits that matter Our people share in our success. From employee share ownership to career development, we back our people for the long term. Wealth: Short and long-term incentives, salary continuance and crisis insurance, employee securities and salary packaging. Family: 20 weeks paid primary carers leave, 10 weeks secondary carers leave, parental transition support, school holiday programs. Well-being: Sonder 24/7 EAP, Tuesday breakfasts, wellbeing leave, WELL-accredited workplaces and AIA Vitality. Learning: On-the-job experiences, 24/7 online learning, mentoring and coaching. Leave: Birthday leave, purchased leave, volunteer leave, career breaks, fertility leave, and wellbeing leave. Community: Pledge 1%, volunteer leave, workplace giving and dollar matching Why Charter Hall As Australia’s leading diversified property funds manager, we bring together scale, expertise and a strong performance track record to deliver for our investors. What sets us apart is our active approach – managing funds, assets, leasing and development across Office, Industrial & Logistics, Retail, Diversified and Social Infrastructure to unlock long-term value. We’re always looking ahead, exploring new ways to connect people, capital and opportunity. Backed by an entrepreneurial, collaborative and customer-focused culture, Charter Hall is a place where talented people can step up, contribute and make an impact. Learn more: https://www.charterhall.com.au/ Ready to join us? Apply now or reach out confidentially to Alex Smout (alex.smout@charterhall.com.au) to help shape what’s next. The place for talent Charter Hall is Australia’s leading fully integrated diversified property investment and funds management group. We use our expertise to access, deploy, manage and invest equity across core real estate sectors – Office, Industrial & Logistics, Retail and Social Infrastructure – giving you exposure to the whole value chain. This business model is unmatched in our industry. With partnerships and financial discipline at the heart of our approach, we create and invest in places that support growth – for our people, customers and communities.

How To Apply:

Incase you would like to apply to this job directly from the source, please click here

Responsibilities

The Fund Analyst provides high-quality analytics, reporting, and strategic insights for a $16bn+ retail portfolio to support investment decisions. The role involves preparing reports for senior leaders and the Board while supporting transaction analysis and capital management initiatives.