Senior Fund Analyst

Posted 3 Days Ago
Be an Early Applicant
Sydney, New South Wales, AUS
In-Office
Senior level
Fintech • Financial Services
Investing Together
The Role
Support portfolio management for real estate funds by preparing valuations, NAVs, investor reporting, fund models, covenant monitoring, financial analysis for acquisitions/leases/CAPEX/debt, market research, ESG initiatives, and client relationship management.
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

  • Minimum 6 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

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.

Skills Required

  • Minimum 6 years of relevant experience in a related field
  • Bachelor's degree in finance, real estate, business, engineering, mathematics or related field
  • Advanced financial/property modelling skillset and analytical background
  • Strong attention to detail
  • Strong written and communication skills for preparing reports and investment proposals
  • Relationship management skills and ability to collaborate as a team member
  • High level of integrity, professionalism, pride in quality of work, and ownership of tasks

Barings Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Barings and has not been reviewed or approved by Barings.

  • Retirement Support Retirement offerings include a 401(k) with company match and a pension plan, noted as uncommon in the industry. Charitable contribution matching further strengthens long-term financial support.
  • Healthcare Strength Healthcare coverage spans medical, dental, vision, life, and disability insurance with mental health benefits. FSAs and a fitness stipend broaden health and wellness support.
  • Leave & Time Off Breadth Time-off provisions cover paid vacation, sick days, holidays, and dedicated volunteer time. Parental, caregiver, and bereavement leave add depth to the leave portfolio.

Barings Insights

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The Company
HQ: Charlotte, NC
2,141 Employees
Year Founded: 1762

What We Do

Barings is a $481+ billion* global asset management firm that partners with institutional, insurance, and intermediary clients, and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual, seeks to deliver excess returns by leveraging its global scale and capabilities across public and private markets in fixed income, real assets and capital solutions. Learn more at www.Barings.com.

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