Investment Analyst, Real Assets

Job Description

Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Please note this role can be based in Sydney or Melbourne. Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role earlier Job Description Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome. Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do. The Investment Analyst, Real Assets is an integral part of the Real Assets Team. The key purpose of the role is to support the Real Assets Team (as well as from time-to-time the broader Private Markets team) with financial modelling, investment analytics, market research, and reporting as well as other asset management activities to enhance the performance of Rest’s Infrastructure and Property portfolios. The role requires an understanding of and keen interest in Private Markets related investments (particularly Infrastructure and Property), and in supporting the management of a portfolio of investments in these areas. The key accountabilities include but are not limited to: Maintain and develop portfolio models for indirect infrastructure and property investments. Prepare forecasts, valuations, and analyse investment performance and risk/return profiles. Conduct market research and contribute to investment themes and ideas generation. Manage due diligence processes for capital transactions, including engaging with external advisors. Undertake Private Markets research into various sectors and submarkets. Assist in reviewing and optimising transaction parameters and structures. Prepare investment strategies for Real Assets investments. Contribute to monthly and quarterly reporting requirements, including MSCI performance data. Assist with documentation review and negotiation of key transaction frameworks. Support management initiatives and performance monitoring of existing assets. Manage documentation for the Rest Investments information management system. Note: Analysts may occasionally be required to work on opportunities across other unlisted asset classes. Qualifications Professional qualifications commensurate with the role (such as a degree in Commerce, Accounting, Law, Engineering, Economics, Property, Finance, or other related fields) Advanced degrees or industry qualifications (such as CFA) are highly regarded Required experience, understanding or credentials including: Demonstrated experience in a similar role with an analytical and problem-solving mindset High level of numeracy and experience in cashflow modelling, feasibility studies, and investment evaluation Strong research skills at both macro and specific asset levels Understanding of key factors influencing property and infrastructure markets, including inherent risks of long-term asset investments Excellent report writing, presentation, and communication skills Ability to identify investment risks and determine potential mitigating strategies Strong interpersonal skills to maintain sound relationships with internal team members, co-investors, service providers, and clients Additional Information Our benefits have been designed so you can tailor your experience with us and include: Personal and professional development opportunities Purchase leave scheme and gender neutral 16 weeks paid parental leave Super Contribution Continuation for 12 Months of parental leave Income Protection Insurance Rest Excellence awards (peer recognition awards based on Rest’s values and behaviours) If you share our values, believe you can help make a difference for our members and want to be part of a leading superannuation fund with a Super culture, please click Apply Now. Rest is committed to creating a flexible work environment and culture that embraces diversity, equity, and inclusion - where people feel welcome, safe to be themselves and inspired to do their best. We value the different backgrounds, lived experiences and abilities our diverse team brings. We welcome and encourage applications from candidates of all ages, cultural backgrounds, faiths, gender identities, sexual orientations and thinking styles. This includes people with disability, neurodiverse individuals, Aboriginal & Torres Strait Islander peoples and those with disrupted work history due to career or other breaks. Please note only people with the right to work in Australia will be considered. *Funds under management as at 30 June 2024. Rest is recognised as a Responsible Investment Leader by the Responsible Investment Association Australia (RIAA) in its Responsible Investment Benchmark Report 2022. #J-18808-Ljbffr