Newly created role

Reporting to the CEO/CFO

Analysis, compliance, valuation and risk

Our client is a Gold Coast success story, embarking on their next exciting phase of growth. They require a highly skilled person with expertise in property funds management. You will play a pivotel role in analysing financial data, managing investment portfolios and providing strategic insights to support decision making and optimise financial performance. The position would suit a results-driven professional with a strong financial analytical background and a proven track record in fund/portfolio management.

Key aspects of the role include:

Oversee the management of investment funds, ensuring compliance with relevant regulations

Monitor and evaluate fund performance, identifying risks and opportunities to maximise returns

Conduct due diligence on potential investment opportunities, including equities, fixed income and alternative investments

Analyse financial data and trends to support decision making and strategic planning

Prepare detailed financial models, forecasts and performance reports for senior management and stakeholders

Assess the financial viability of new projects, acquisitions or ventures.

Develop and implement strategies to optimise portfolio allocation and performance

Provide regular updates and recommendations on portfolio performance and market trends

Conduct scenario analysis and stress testing to evaluate portfolio resilience

Prepare and present clear, concise reports and presentations for senior executives, investors and board members

Identify, assess and mitigate financial risks associated with investment activities

Our ideal applicant will have a strong understanding of property investment schemes and funds management. You will hold a minimum of a Bachelors Degree in Finance, Accounting, Economics or related field, but a Masters Degree and/or a CFA certification would be a distinct advantage. You should have a mimimum of 5 years experience in financial analysis, with a focus on funds/portfolio management, with a proven track record in managing investment portfolios and delivering results.

We require proficiency in financial modelling, forecasting and valuation techniques. Advanced knowlege of Excel, financial analysis software and portfolio management tools is a must. Your familiarity with financial regulations, compliance standards and risk management practices will stand you in good stead.

In return, you will be provided with a highly competitive salary, lucrative performance based incentives, professional development and training opportunities, and a collaborative and social work environment.

***Regretably only shortlisted applicants will be contacted***

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