Portfolio Analyst - Sydney

Posted 10 July 2022
Job type Permanent
DisciplineCommercial Property

Job description

Centuria Capital Group (ASX:CNI) is an ASX-listed specialist investment manager with a 35 year track-record of delivering a range of products and services to investors, advisers and securityholders. Centuria Capital Group has $20.2b in Assets Under Management. Their business is centred around property funds management and investment bonds. They are currently looking for a Portfolio Analyst to join their team in Sydney.

The Portfolio Analyst’s role is to provide financial and analytical support to the Property and Portfolio Analyst teams in the management of a diversified portfolio of commercial, industrial, retail, agriculture and healthcare properties located throughout Australia and New Zealand on behalf of various Funds under Centuria’s management.

The Portfolio Analyst will have a direct responsibility in conjunction with the Valuations Manager and sector Portfolio Manager for the preparation of property asset plans and general property statistics, whilst also co-ordinating and managing the internal and external valuation programs. In addition, they have direct exposure to the unlisted Fund Managers assisting in forecasting fund cashflows.

Specific Responsibilities:
  • Preparation of annual Asset Plans and Asset Plan re-forecasting to ensure accurate, timely and reconciled forecasts for management reporting and investment decision making purposes.
  • Assist in the preparation of monthly Portfolio Board Reports for the Listed and Unlisted Funds.
  • Prepare 5 year cash flow forecasts for the Listed and Unlisted Funds.
  • Work closely with the Portfolio Analysts to ensure accurate, timely and reconciled monthly reports, quarterly fund updates and half yearly ASX reporting requirements.
  • Co-ordination of the external valuations and preparation of internal Valuations of the Fund assets for statutory and internal reporting purposes, including provision of information and advice to the Fund’s auditors.
  • Preparation of monthly property and portfolio information, eg, WALE, Tenant retention rates, asset metrics, performance, leasing tracking, incentive applications and portfolio summaries.
  • Assist in the co-ordination of information and reporting from external property and asset managers.
  • Managing, maintaining management fee revenue and expense schedules.
To be successful in this role you should be able to demonstrate the following:
  • An NZ recognised tertiary degree in Property or Finance (e.g. Economics, Property, Valuations, Finance, Commerce/Business)
  • 2-5 years prior experience within the Property sector (e.g. Commercial Valuations, Property/Development Analysts)
  • Possess a high financial aptitude, commercial acumen, and ability to analyse financial data from budgets, business plans and valuations
  • Exceptional written and verbal communication skills, including the capacity to produce high-quality reports, analysis, and presentations under tight deadlines
  • Strong numerical reasoning and well-developed financial modelling skills with an understanding and working knowledge of asset management software
  • Relationship management experience, and a customer/client focus
This is an opportunity for a New Zealand based property professional to take advantage of the global talent shortage and easing of border restrictions. If you are planning on utilising this time to gain some valuable overseas experience and further your career, there is no better opportunity than moving to a reputable, highly active investor in Australian market.

If you’re interested to learn more about this opportunity please submit your interest via the link above, or alternatively for a confidential conversation contact Matt Webster at Assemble Recruitment on 027 274 6829.