Senior Fund Analyst

The Place for Talent
About the opportunity: This is a chance to step into the heart of Charter Hall’s diversified funds platform, working close to senior decision-makers on a ~$14bn portfolio spanning listed and wholesale capital. You’ll bring the financial insight, modelling capability and commercial thinking that help shape investment decisions, support capital partners and drive long-term performance across one of Australia’s leading property investment businesses.
How you’ll make an impact: Shape investment decisions through high-quality financial analysis - own fund models, forecasts and performance reporting that help guide acquisitions, divestments, leasing activity, equity raisings and broader portfolio strategy.Work close to senior decision-makers - prepare insights, papers and presentations for Fund Boards, Investment Committees and senior leaders, helping turn complex analysis into clear commercial recommendations.Influence a diversified ~$14bn platform - contribute to outcomes across industrial & logistics, office, retail and social infrastructure assets, with exposure to both listed and wholesale capital.Connect the dots across the business - partner with sector teams, transactions, valuation, finance, treasury, asset management and investor relations to drive stronger fund and portfolio outcomes.Create confidence for investors and stakeholders - deliver clear reporting, key fund metrics, budgets, forecasts and investor materials that support transparency, performance and long-term value creation.
What you’ll bring to the team Future focused capabilities including self-awareness, resilience, agility and generosity. An ability to work in a fast-paced environment with strong time management skills, initiative and an ability to prioritise.Degree qualified in finance, property or commerce related discipline. Post degree qualifications not mandatory depending on level of practical experience.Experience of 5+ years in an analyst role or real estate funds management.Advanced user of Microsoft Excel (proficiency with financial modelling is critical).Strong business writing and verbal communication ability.Advanced MS PowerPoint / Word.Strong analytical skills and attention to detail.
Benefits that matter Our people share in our success. From employee share ownership to career development, we back our people for the long term.
Wealth: Short and long-term incentives, salary continuance and crisis insurance, employee securities and salary packaging.Family: 20 weeks paid primary carers leave, 10 weeks secondary carers leave, parental transition support, school holiday programs.Well-being: Sonder 24/7 EAP, Tuesday breakfasts, wellbeing leave, WELL-accredited workplaces and AIA Vitality.Learning: On-the-job experiences, 24/7 online learning, mentoring and coaching.Leave: Birthday leave, purchased leave, volunteer leave, career breaks, fertility leave, and wellbeing leave.Community: Pledge 1%, volunteer leave, workplace giving and dollar matching.

Why Charter HallAs Australia’s leading diversified property funds manager, we bring together scale, expertise and a strong performance track record to deliver for our investors. What sets us apart is our active approach – managing funds, assets, leasing and development across Office, Industrial & Logistics, Retail, Diversified and Social Infrastructure to unlock long-term value.
We’re always looking ahead, exploring new ways to connect people, capital and opportunity. Backed by an entrepreneurial, collaborative and customer-focused culture, Charter Hall is a place where talented people can step up, contribute and make an impact.
Learn more: https://www.charterhall.com.au/
Ready to join us? Apply now or reach out confidentially to Alex Smout (alex.smout@charterhall.com.au) to help shape what’s next.