Fund Analyst
Core
Deliver highly synthesised financial, portfolio, and treasury analysis across unlisted real estate investment vehicles to support investment strategy, capital allocation, and treasury decision-making.
Role type
Fund Analyst (Real Estate Investment)
Builds
Fund and portfolio financial models, performance reports, and forecasts for unlisted real estate trusts.
Domain
Real Estate Investment / Funds Management
Required skills
Financial modelling (Excel), Funds management experience, Real estate or private equity analysis, Data synthesis, Scenario and sensitivity analysis, Capital structure integration
Preferred skills
None stated
Technologies
Excel
Responsibilities
Develop and maintain fund and portfolio financial models; Deliver fund performance analysis, reporting, and forecasting; Analyse portfolio trends, risks, and value creation opportunities; Support investment strategy through scenario and sensitivity analysis; Integrate asset-level data, capital structures, and debt positions into fund models; Provide analytical support across capital allocation and treasury decisions
Seniority
Mid-level, hands-on IC