Senior Fund Analyst

Reposted 6 Days Ago
Be an Early Applicant
Sydney, New South Wales
In-Office
Mid level
Fintech • Financial Services
The Role
The Senior Fund Analyst prepares financial reports, maintains fund models, monitors covenants, analyzes financial performance, and supports business initiatives. Communicating with investors and contributing to ESG objectives are also key responsibilities.
Summary Generated by Built In

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Barings Real Estate Australia (BREA) is seeking an outstanding candidate to join the Portfolio Management function as a Senior Fund Analyst, reporting to the Portfolio Manager.

A successful candidate for the role will have a desire to succeed in the Portfolio Management field and have the capability to work in a dynamic team environment with multiple internal and external stakeholders. The  role has long-term opportunities for progression and development within the organisation.

Primary Responsibilities

  • Preparation of quarterly reports, quarterly valuations, NAV statements, capital calls, distributions, business planning, and ad-hoc reporting.
  • Maintaining fund model, including quarterly updates, scenario and sensitivity analysis, and reforecasts supporting internal and external reporting.
  • Monitor and report on financial debt facility covenants and liaise with lenders as required.
  • Identify opportunities to improve financial performance, analyse asset level financial models and support major decisions including but not limited to new acquisitions, new leases, CAPEX, developments, ESG initiatives, liquidity management, debt refinancings, variations to budgets, and execution of investment goals and strategies.
  • Collate, analyse, and summarise market and economic research, and competitor analysis.
  • Attend and contribute to internal monthly project control group meetings (PCGs).
  • Prepare for, attend, take minutes, and contribute to periodic investor update meetings.
  • Support the Portfolio Manager working with investments team, ESG, asset management, and development management on key ESG initiatives in-line with the ESG goals and objectives of the Fund.
  • Develop and maintain relationships with investor clients.
  • Support new business initiatives as required.

Qualifications

  • 3-7 years of relevant experience within a related field.
  • A Bachelor’s degree in finance, real estate, business, engineering, mathematics or related field.
  • Advanced financial/property modelling skillset, analytical background, and strong attention to detail.
  • Strong written and communication skills for preparing reports and investment proposals.
  • Relationship management skills and team player with a can-do attitude, high level of integrity, professionalism and pride in quality of work, and takes ownership of tasks.

#LI-GA1

Requisite Skills

Analytical Analysis, Analytical Evaluation, Analytical Models, Financial Modeling, Financial Modeling in Excel, Real Estate Financial Modeling

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Top Skills

Excel
Financial Modeling
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The Company
HQ: Charlotte, NC
1,777 Employees

What We Do

Barings is a $382+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment. *Assets under management as of 6/30/21

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