Barings Logo

Barings

Senior Fund Analyst

Reposted Yesterday
Be an Early Applicant
In-Office
Sydney, New South Wales
Mid level
In-Office
Sydney, New South Wales
Mid level
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.
The summary above was generated by AI

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

Similar Jobs

An Hour Ago
Hybrid
Sydney, New South Wales, AUS
Entry level
Entry level
Artificial Intelligence • Cloud • Machine Learning • Mobile • Software • Virtual Reality • App development
The Trust & Safety Specialist role involves reviewing safety reports, improving workflows, providing feedback, and enhancing support resources while managing sensitive content.
5 Hours Ago
Remote or Hybrid
Sydney, New South Wales, AUS
Senior level
Senior level
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Lead pre-sales activities for AI and CRM-driven solutions, collaborate with go-to-market teams, and deliver high-value professional services, shaping transformational programs.
Top Skills: AICRMServicenow
5 Hours Ago
Remote or Hybrid
Sydney, New South Wales, AUS
Expert/Leader
Expert/Leader
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The Director, Engagement Management Lead oversees the Delivery of large-scale transformation programs on the ServiceNow AI Platform, leading Engagement Managers and fostering collaboration across teams to ensure successful execution and customer satisfaction.
Top Skills: AISalesforceServicenowVarious Technical Tools

What you need to know about the Sydney Tech Scene

From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account