Investment & Development Finance Analyst (Real Estate) …, City of Sydney

This is a principal-side Investment & Development Finance role within a lean real estate investment platform, embedded directly within the investment team and operating across investment, development, and finance. The position offers direct exposure to investment decision-making, capital allocation, development strategy, and portfolio management within a highly analytical and commercially driven environment. The role supports underwriting, feasibility analysis, portfolio performance, valuations, and transaction execution across a growing portfolio, alongside broader financial management and reporting responsibilities. Key Responsibilities Investment & Development Analysis
- Build and maintain detailed financial models for acquisitions and developments (Excel / Forbury)
- Conduct feasibility analysis across leasing scenarios, development options, and capital structures
- Support investment committee papers, deal underwriting, and transaction evaluation
- Analyse key investment metrics including IRR, equity multiples, sensitivities, and downside scenarios
- Analyse asset-level performance including tenancy schedules, leasing activity, and development progress
- Maintain and enhance portfolio models, forecasts, and business plans
- Support valuation processes, including coordination with external valuers and review of valuation outputs
- Conduct market research including yields, comparable sales, leasing evidence, and capital market trends Transactions & Capital Initiatives
- Support due diligence and transaction execution across acquisitions and development projects
- Prepare investment materials including IMs, capital raise decks, loan documentation, and internal investment papers
- Assist with structuring analysis and strategic initiatives across the portfolio Finance, Reporting & Compliance
- Oversee statutory financial reporting, BAS/GST compliance, and tax reporting across entities
- Support budgeting and forecasting processes for operational and development entities
- Deliver ad hoc financial analysis to support senior management decision-making About You We are seeking a commercially minded finance professional with exposure to institutional real estate, funds, or advisory environments, who is interested in moving closer to investment and development decision-making. You may come from a background in fund accounting, institutional property platforms, valuations, transaction services, or real estate advisory, and will bring strong analytical capability alongside a solid technical finance foundation. You will likely have:
- Strong Excel financial modelling skills (Forbury experience highly regarded)
- Understanding of key real estate investment metrics including IRR, yield, and cap rates
- High attention to detail with a commercially curious mindset
- An interest in transitioning from reporting-focused work into a more investment and transaction-oriented role
- CA qualification or progression toward CA viewed favourably Why This Role
- Direct exposure to investment and development decision-making
- Broad remit across underwriting, portfolio management, and transactions
- Lean team with visibility to senior leadership and capital decisions
- Chance to move beyond reporting into investment and asset strategy #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rujoc