The Place for Talent

About the opportunity:  

Purpose

The Charter Hall Diversified Sector encompasses funds, partnerships and mandates with a diversified sector investment strategy across both listed and wholesale capital investors. Currently, the sector has total funds under management of ~$14 billion across nine separate funds with investments across all assets classes; industrial & logistics, office, retail and social infrastructure.

The division primarily comprises the Diversified Investment Management Team, that has responsibility over the investment management function of these funds whilst asset, property and development management of the portfolios are undertaken by respective sector teams. The team therefore works directly with each sector to deliver portfolio outcomes and performance in line with fund strategy. The Diversified team also works closely with each sector of the Capital Transaction Team to execute on acquisition or divestment opportunities based on portfolio strategy and sector allocations.

Funds under management of the Diversified Sector team includes the ASX listed Charter Hall Long WALE REIT (ASX: CLW).  CLW is an Australian Real Estate Investment Trust ("REIT") focused on providing investors with stable and secure income and the potential for both income and capital growth through an exposure to long WALE properties. The REIT is actively managed to grow the portfolio through direct and indirect investments across multiple real estate sectors. The REIT is focused on assets that are predominantly leased to tenants with strong covenants on long term leases. Current portfolio GAV of ~$6.0bn.

The Diversified Sector Team also manages [8] wholesale partnerships and mandates of approximately $8.0bn in value.

The Senior Fund Analyst will lead the analytical, financial and reporting workstreams for the Diversified Investment Management Team. The role will include leading and managing internal and external stakeholder reporting, calculating key fund metrics, building and maintaining the fund financial models, and undertaking asset acquisition / divestment analysis, equity raising and / or listed M&A activity. In addition, the Senior Fund Analyst will be involved with and assist the Diversified CEO and Diversified Fund Manager in the preparation and presentation of matters to Board / Investment Committee, ranging from investment / underwrite proposals to lease proposals.

What you'll be doing

Stakeholder reporting

• Delivering key fund metrics, financial forecasts and budgetin

• Reporting to internal group stakeholders, including the broader sector teams and senior management

• Reporting to investors and / or fund Board / Investment Committees

• Preparation and updating of investor presentations, reports, regulatory analysis and ASX related and investor communications (where relevant).

Financial Modelling

• Maintaining fund financial models, updating property forecasts, actuals, assumptions and valuations.

• Preparing fund performance returns.

• Preparing and presenting analysis in relation to (but not limited to):

• Acquisition and divestment activity

• Property leasing / asset management activity

•  Equity raisings, listed M&A, security buyback

Board / Investment Committee papers and presentations

• Assist in the preparation and presentation of approval / underwriting papers for fund Board / Investment Committees, in relation to (but not limited to)

• Acquisition and divestment activity

• Property leasing / asset management activity

• Equity raisings, listed M&A, security buyback

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 ([email protected]) to help shape what’s next.