Graduate Analyst

We're excited to find a driven and detail-oriented Analyst to join our team and support our Portfolio Managers! As a

• Graduate Analyst,
• you will play a key role in assisting with the research, analysis, and reporting on potential and current investment opportunities.

Working alongside the Portfolio Managers, Fund Accountants, and Third-Party Fund Service Providers, you will ensure that advice, information, and recommendations are reported in a timely and accurate manner. You'll also assist with data collection, analysis, and maintenance as directed, and help with the preparation and upkeep of marketing materials.

• Key Responsibilities

Your key responsibilities will focus on four main areas : Research, Portfolio and Data Analysis, Compliance, and Professional Development and Advice. These include, but are not limited to, the following :

• Research
• Assist with the research, analysis, and reporting on prospective investment opportunities to help build successful investment portfolios.
• Support the collection of raw macroeconomic and industry data and assist the team with industry and sector-wide research and analysis.
• Portfolio and Data Analysis
• Maintain and update analytics for investors as required.
• Prepare and update marketing materials as needed.
• Work on special projects related to data collection, analysis, and maintenance.
• Enhance and monitor current portfolio analytics.
• Compliance
• Ensure compliance with Quay's and Bennelong Funds Management's policies, procedures, systems, and processes.
• Professional Development and Advice
• Stay up to date with market developments and factors affecting the listed real estate market.
• Keep informed about financial services regulations by participating in external training, attending seminars, and networking with relevant industry organisations
• About You

You would make a strong applicant for this role if you have :

• A strong understanding of accounting principles and modelling skills, preferably in real estate investment (not essential), or experience in a similar role requiring high levels of numeracy, research, and quantitative analysis.
• A degree qualification - a background in finance, accounting, or economics is preferred but not mandatory.
• Entry-level experience (Graduate) : Prior experience as an Analyst with a good understanding of markets, finance, and accounting is advantageous but not essential.
• Demonstrated analytical skills, including attention to detail.
• Strong oral and written communication, negotiation, and problem-solving skills, including the ability to build relationships.
• Self-motivation and the ability to work independently.
• Lateral thinking skills.
• Proficiency in Excel and PowerPoint.
• A demonstrated ability to be a team player and contribute positively to team culture.
• If you are ready to build a successful career in finance, we'd love to hear from you!
• About We Are Charlotte

We are Charlotte is a people, talent and culture specialist.

Embedded within your business, we bring our collective experience to provide a tailored approach across the employee life cycle.

We work with ambition, insight and heart, partnering with those who want to drive strategic growth - and who value the impact that every individual can make.

We don't see humans as resources. We see people.

We are Charlotte. Good people at work.