Fund Analyst
Core
Support investment decision-making for a multi-billion dollar core retail real estate portfolio through financial modelling, scenario analysis, and investor reporting.
Role type
Junior to mid-level Fund Analyst (Real Estate)
Builds
Investment recommendations, portfolio performance reports, and investor presentations
Domain
Real Estate / Funds Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Advanced Excel, financial modelling, scenario analysis, sensitivity testing, performance attribution, data interpretation, commercial judgement
Preferred skills
Power BI, Anaplan, Forbury, Argus Enterprise, AI-enabled analytical tools
Technologies
Excel, Power BI, Anaplan, Forbury, Argus Enterprise
Responsibilities
Own and enhance fund and portfolio models; conduct scenario analysis and performance attribution; analyse fund performance and provide investment recommendations; review development feasibilities; support capital management activities; prepare investor reporting and governance materials; respond to investor enquiries; leverage automation tools to improve reporting efficiency.
Seniority
Junior to mid-level, hands-on IC