Investment Analyst - Mandates

Here at Investa, we’re all about creating spaces that reflect how people work, live, and thrive today—and how they’ll want to do so in the future. For over 20 years, we’ve led the way in making positive change in Australia’s workplaces. We’re an Australian diversified real estate company with a recognised track-record of investment and development across both office and living markets. Our purpose is to welcome the world to better places. We’re people first and entrepreneurial, with a strong service ethos.

Why join us? We’ve made it our business to understand how people want to live and work today, tomorrow and beyond and as you’d expect, we practise what we preach in our own workplace as well. We’re known for our supportive, inclusive, and flexible work culture. With recognition from the Workplace Gender Equality Agency, the Australian Workplace Equality Index, and multiple awards for workplace flexibility, our people and the way we work together are our difference.

We’re looking for a motivated and analytical Investment Analyst to join our Mandates team. This is an opportunity to play an integral role in supporting our Private Mandate clients through high-quality investment analysis, financial modelling and reporting, while contributing to initiatives that improve the way we work. This is a 10-month contract position.

Your key responsibilities:

• Maintain and develop financial models for Private Mandates, including forecasting earnings, distributions, cash flow, debt, valuations and investment returns

• Prepare high-quality quarterly and annual investment reporting for key stakeholders, including investors, senior management and Board

• Analyse and reconcile investment and portfolio performance, providing meaningful insights and recommendations to support decision-making

• Partner with the Investment Management, Asset Management and Finance teams, as well as external stakeholders, to deliver accurate and timely reporting

• Support business improvement and transformation initiatives, including the implementation and testing of new processes and enhancements

What you bring:

• Tertiary qualifications in Commerce, Property Economics, Finance, Accounting or a related discipline, with 3+ years’ relevant experience in property, funds management, investment banking, valuations or management accounting

• Strong financial modelling and analytical skills, with experience building, reviewing and/or using investment, acquisition, development or funds models

• Experience within property funds management and a strong understanding of commercial property, valuations, budgeting and investment concepts

• Advanced Excel skills, with strong PowerPoint capability and the ability to work with property forecasting and valuation systems

• Excellent communication and stakeholder management skills, with the ability to build strong relationships and confidently present insights to senior stakeholders

• Highly organised and detail-oriented, with strong problem-solving skills and the ability to manage competing priorities and meet deadlines

What we offer:

• Career Development: Leadership programs, education assistance, study support, professional membership fee support

• Lifestyle: We offer generous parental leave, return to work program, and summer hours

• Inclusive Culture: A safe, welcoming environment for all, including individuals from Aboriginal and Torres Strait Islander communities, the LGBTQ+ community, and those who are neurodivergent

• Flexibility: We do our best to support you to be able to do the things that are important to you. We offer over 21 formal flexible work options, plus a truly supportive approach to balancing work with life’s priorities

• Health and Wellness: Discounted health insurance, free health and wellbeing services, discounted fitness classes, reproductive health benefits

• Financial: Fully funded life and TPD insurance, novated leasing and retail discounts

We encourage people of all backgrounds to apply. Even if you don’t meet all the criteria, we’d love to hear from you.

We understand that traditional hiring processes can come with challenges for some people. If you have a disability, identify as gender diverse or are neurodivergent, please reach out to our Recruitment Manager, *********@investa.com.au and Amy will tailor our processes to accommodate your specific needs. If you require no additional assistance to accommodate your requirements and wish to be considered for this position, kindly submit your application online. We request that applications not be submitted directly to this email address.

A note to recruitment agencies: Investa does not accept unsolicited resumes or candidate profiles from recruitment agencies. We will not be responsible for any fees related to unsolicited resumes sent direct without prior engagement. Thank you for your understanding.