Fund Analyst

# **The Place for Talent** **About the opportunity:** At the centre of Charter Hall’s Retail platform, the Fund Analyst will support high-quality analytics, reporting and strategic insight across a $16bn+ portfolio. Working closely with investors, senior leaders and key decision-makers, this role will help shape portfolio curation, capital management and business improvement initiatives that support strong investment performance and long-term value creation. **How you’ll make an impact:** - **Drive smarter investment decisions** through high-quality analytics and reporting across portfolio returns, investment capacity and capital management. - **Help shape resilient, high-performing retail portfolios** by supporting transaction analysis, strategic asset plans, budgets and key asset management initiatives. - **Influence key stakeholders** by preparing clear, accurate and timely reporting for investors, senior leaders, the Board and investment committees. - **Bring market insight to life** by using property and capital markets knowledge to support recommendations, key messaging and stakeholder engagement. - **Contribute to scalable growth and team performance** by supporting business improvement projects and helping build a collaborative, high-performing analyst team. **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. - 2+ years’ experience in real estate funds management. - Advanced user of Microsoft Excel (strong application of financial modelling is essential). - Strong analytical skills and attention to detail. - Applied knowledge of key financial reporting principles. - Experience in a property discipline (asset management, valuations, commercial development, transactions) will be looked upon favourably; and - Degree qualified in finance, business, property, or commerce related discipline. Post degree qualifications not mandatory depending on level of practical experience. **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 Hall** As 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.*** # #