
Portfolio Manager/Financial Analyst - Property Funds
Trend Personnel
Posted 28 days ago
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***
#SCR-michael-pulford
About Trend Personnel
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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