Investment Manager

vor 1 Monat


Melbourne, Österreich Pallas Capital Pty. Vollzeit
Job Category: Structured Finance & InvestmentUnder the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries.Pallas Capital is a debt and equity fund manager specialising in the financing of Australian and New Zealand Commercial Real Estate. The business was established in direct response to the growing lack of credit in Australia’s mid-range property market; a situation exacerbated by the shortage of reputable, risk-adverse, non-bank lenders.Fortis our property development business, has a portfolio of more than $750 million in successfully completed residential and commercial projects, with a further $560 million to be completed by the end of the year.Due to continued growth, Pallas Capital’s Structured Finance and Investment team has an opportunity for an experienced Investment Manager.Job Description

About the roleThe purpose of this role is to execute and manage funding strategies for

real estate investment and development projects utilising a variety of senior debt, mezzanine debt and equity structures. This role works closely with the (senior members of Structured Finance Team), internal development teams (Fortis), internal Credit & Loan Management teams (Pallas Capital) and the Distribution Team. The role includes the ongoing portfolio management and reporting of Fortis’s debt and equity positions

.Key Responsibilities:Construct funding tables and feasibility models for development projects;Prepare credit risk assessments or pitch documents (e.g. information memorandum) for real estate development and investment transactions for internal and external purposes to cover senior debt, mezzanine debt, preferred equity and ordinary equity;Structure financial models and provide recommendations to the Reporting Manager and/or CIO;Provide assistance to all phases of project funding, which include the competitive funding tenders, negotiation of transaction terms, property valuation, cost verification with quantity surveyor, legal documentation processes and management of post-settlement reporting;To prepare requests for loan condition amendments and extensions to internal and external funders;Leading the continuous improvement of processes, templates, tools and procedures;Managing compliance with loan covenants across the Fortis portfolio Managing investments and tracking individual investment and portfolio progress;Oversee portfolio reporting including timely and accurate investor and internal reports; andAssist the Reporting Manager with any due diligence requirements and/or credit processes for loans to be funded by Pallas Capital or any special projects from time to time.Represent Pallas Capital and Fortis at external events;Develop and maintain effective working relationships with internal and external partners and stakeholders such as valuers, lawyers, bank relationship managers, quantity surveyors and borrowers.Desired Skills and Experience

About youMinimum of 5+ years’ experience in real estate investment banking, debt advisory and/or direct property development experience as an analystExperience building, using and/or reviewing financial modelsExperience working in property funds managementExperience working with acquisition, development and fund modelsTertiary qualifications in in Commerce, Property Economics, Finance, Accounting or related discipline experienceCFA or post graduate Finance (desirable)Knowledge of property valuation principles, real estate finance structures for investment and development across the major asset classesWillingness to learn and grown within the real estate structured finance spaceProficient in excelStrong report writing and financial and credit analysis skillsAbility to read and interpret feasibilities, valuation reports and market informationAbility to project manage a real estate transaction from start to finishStrong time management skills with the ability to manage multiple tasks with competing priorities and deadlinesAbility to see through to conclusion complex queriesExcellent communication, relationship, interpersonal and negotiating skills – internally and externallyAbility to build a profile in the marketThe people are entrepreneurial, the business is young and proving itself fast: it is a great time to join the group. Pallas is committed to growth and to involving high performers in the achievement of results. The role suits candidates with energy, ambition and technical capability. This is a real opportunity for someone to make an impact and show what they are capable of next. Importantly, we seek to make Pallas Group a great place to work. We care for our team inside and outside of work, and we provide a dynamic work environment where we work together collaboratively. Given our size, our people are given the opportunity to make a difference, own the work they do and grow their career as the business continues grow.To ApplyPlease submit your application by clicking the 'Apply' button below and ensure you include your full CV.

#J-18808-Ljbffr

  • Melbourne, Österreich Australian Lending & Investment Centre (ALIC) Vollzeit

    As one of Australia's most awarded brokerages, we at The Australian Lending & Investment Centre (ALIC) are renowned for our expertise and strategic planning.With a focus on residential and commercial property loans, we guide our clients to personal wealth by connecting them to essential professionals and finding the right loan structures to suit their life...

  • Investment Manager

    Vor 3 Tagen


    Melbourne, Österreich Pallas Capital Pty. Vollzeit

    Job Category: Structured Finance & Investment Under the Pallas Group umbrella, we have two purpose-driven, ambitious brands inspired by a passion for excellence within the funds management and property industries.Pallas Capital is a debt and equity fund manager specialising in the financing of Australian and New Zealand Commercial Real Estate. The business...


  • Melbourne, Österreich AustralianSuper Vollzeit

    Compliance & Risk (Banking & Financial Services) Full time Add expected salary to your profile for insights At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That's why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is...

  • Investment Analyst

    vor 2 Monaten


    Melbourne, Österreich Kaizen Recruitment Pty. Vollzeit

    An exciting opportunity for an Investment Analyst to join a high-performing team at a growing agricultural fund manager, GO.FARM Australia.Purpose-driven, growing agricultural property fund managerCollaborative, inclusive, and dynamic team culture | Hybrid working arrangementOutstanding career development opportunityAbout the Company GO.FARM is an Australian...

  • Investment Analyst

    vor 4 Wochen


    Melbourne, Österreich Kaizen Recruitment Pty. Vollzeit

    An exciting opportunity for an Investment Analyst to join a high-performing team at a growing agricultural fund manager, GO.FARM Australia.Purpose-driven, growing agricultural property fund managerCollaborative, inclusive, and dynamic team culture | Hybrid working arrangementOutstanding career development opportunityAbout the Company GO.FARM is an Australian...

  • Senior Product Manager

    vor 4 Wochen


    Melbourne, Österreich Hostplus Pty Vollzeit

    How will you make an impact?Are you driven by the desire to create a positive difference in the lives of our members?We're seeking an innovative Senior Product Manager for Investments to drive Hostplus' strategy, ensuring members access innovative solutions aligned with our vision. Lead product development, engage stakeholders, and mitigate risks in a...

  • Senior Product Manager

    vor 2 Monaten


    Melbourne, Österreich Hostplus Pty Vollzeit

    How will you make an impact?Are you driven by the desire to create a positive difference in the lives of our members?We're seeking an innovative Senior Product Manager for Investments to drive Hostplus' strategy, ensuring members access innovative solutions aligned with our vision. Lead product development, engage stakeholders, and mitigate risks in a...


  • Melbourne, Österreich Department of Jobs, Precincts and Regions VIC Vollzeit

    Department of Jobs, Skills, Industry and Regions Full time $130,673 to $174,869 Plus Superannuation Ongoing roleUsual hours of work: Full time (flexibility may be available)Usual work location: 1 Spring Street, Melbourne VIC (flexibility may be available)The RoleThe Manager, Investment Analyst is responsible for delivering robust analysis, financial...

  • Senior Product Manager

    vor 2 Monaten


    Melbourne, Österreich Hostplus Pty Vollzeit

    How will you make an impact?Are you driven by the desire to create a positive difference in the lives of our members?We're seeking an innovative Senior Product Manager for Investments to drive Hostplus' strategy, ensuring members access innovative solutions aligned with our vision. Lead product development, engage stakeholders, and mitigate risks in a...

  • Senior Product Manager

    vor 4 Wochen


    Melbourne, Österreich Hostplus Pty Vollzeit

    How will you make an impact?Are you driven by the desire to create a positive difference in the lives of our members?We're seeking an innovative Senior Product Manager for Investments to drive Hostplus' strategy, ensuring members access innovative solutions aligned with our vision. Lead product development, engage stakeholders, and mitigate risks in a...


  • Melbourne, Österreich eFinancialCareers Ltd. Vollzeit

    Senior Manager, Investment Risk & Compliance Cbus Melbourne, Australia Senior Manager, Investment Risk & Compliance Cbus Melbourne, Australia Posted 3 days ago Permanent Competitive This role is part of the Investment Risk & Compliance team to drive an optimised and sustainable balance between risk, reward, and support of Investments and...


  • City of Melbourne, Österreich State Government of Victoria, Australia Vollzeit

    Organisation: Department of Transport and Planning Reference: 4154 Network Design and Integration works to deliver transport priorities through the development, delivery and maintenance of an integrated pipeline of projects supporting the Major Transport Infrastructure Program, plan Victoria’s rail network, supports Road Safety Victoria and Freight...


  • City of Melbourne, Österreich State Government of Victoria, Australia Vollzeit

    Organisation: Department of Transport and Planning Reference: 4154 Network Design and Integration works to deliver transport priorities through the development, delivery and maintenance of an integrated pipeline of projects supporting the Major Transport Infrastructure Program, plan Victoria’s rail network, supports Road Safety Victoria and Freight...


  • Melbourne, Österreich Rest Vollzeit

    Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 26th June 2024Please note Rest does not accept speculative resumes from recruitment agenciesJob DescriptionAbout UsEstablished in 1988, Rest is one of Australia’s largest profit-to-member superannuation...


  • Melbourne, Österreich IFM Investors Vollzeit

    Job DescriptionAbout usOwned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics...


  • Melbourne, Österreich eFinancialCareers Ltd. Vollzeit

    Job DescriptionAbout usOwned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics...


  • Melbourne, Österreich eFinancialCareers Ltd. Vollzeit

    Job DescriptionAbout usOwned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics...

  • Investment Data Analyst

    vor 16 Stunden


    Melbourne, Österreich Geenen IT Systeme Vollzeit

    Our client is seeking an Investment Data Analyst to join their investment data Analyst team. The team is responsible for improved IDM capabilities that will provide high quality trustworthy investment data that is complete, accurate, timely, accessible, and available when required.ResponsibilitiesProcess the daily investment data received from the custodians...


  • Melbourne, Österreich Luxoft Vollzeit

    Project descriptionOur client is seeking an Investment Data Analyst to join their investment data Analyst team. The team is responsible for improved IDM capabilities that will provide high quality trustworthy investment data that is complete, accurate, timely, accessible, and available when required.Responsibilities Process the daily investment data received...


  • Melbourne, Österreich NGARE EMPLOYMENT SOLUTIONS PTY LTD Vollzeit

    Senior Investment Implementation AnalystAre you eager to make a meaningful impact, maximising the value and efficiency of investment programs?Supportive and highly collaborative team environmentWe care deeply about our members financial futures.CareSuper is an innovative and award-winning profit-to-member fund that puts members first in everything we do. We...