Investment Portfolio Analyst

Our Client
 
ICAM is a specialist alternative investments fund manager focusing on the active sourcing, creation and management of institutional real estate and infrastructure funds. Sectors include commercial office and retail, strategic retail, mixed use development, seniors living and port infrastructure investments.
 
With an Adelaide CBD head office and investments located across Australia, ICAM currently have funds valued at more than $740 million and provide ethical and long-term investment opportunities for high-net-worth investors, wealth groups, family offices and institutional funds.
 
ICAM is highly active, creating a dynamic and fast-paced working environment with an abundance of opportunity for someone looking to learn and grow. They are seeking a driven and highly motivated individual to join their team who has a real passion for the investment and funds management industry.
 
The Role:
 
Working in a collaborative team environment to drive outcomes for clients and the business, your key responsibilities will include:

• Creating and updating dynamic financial models for current and future assets
• Creating and refining distribution forecast models
• Developing investment appraisals for new acquisitions
• Supporting asset acquisition and disposal processes
• Preparing Information Memorandums, investor reports, investment committee and Trust Board papers etc
• Undertaking investment analytics on ICAM’s property assets
• Monitoring sector, market and economic conditions

About You:

• Relevant university degree (i.e. Finance, Accounting, Economics, Commerce or similar)
• 2 years’ experience in a similar role developed in a financial, investment, funds management, property, or an infrastructure organisation
• Funds management experience is desirable but not essential
• Strong Excel and financial modelling skills essential
• Excellent interpersonal skills and the ability to interact with a variety of stakeholders
• Strong written (including report writing) and verbal communication and presentation skills
• Strong financial, analytical and research skills
• Team player and highly diligent with a can-do attitude
• Ability to problem solve and calm under pressure
• Most importantly have a real energy, drive and passion for the industry

In Return

• Competitive remuneration package on offer depending on experience (including bonus)
• ICAM’s highly experienced team will provide excellent support in a dynamic and fast-paced working environment
• Excellent opportunity for career development and progression
• Adelaide CBD office location at RAA Place
• Become an integral member of ICAM’s team which creates positive impacts beyond its financial success for community initiatives

Next Steps:
 
If you’re interested in the role, please submit your CV using the relevant links. For further information, please contact ICAM’s Recruitment Partner, Sally Warner from Perks People Solutions on (08) 8273 9291 for a confidential discussion.

To be considered for this role you will need to be an Australian Citizen, Permanent Resident, or have a current visa that permits you to work in Australia in a full-time position.