Senior Associate, Real Estate, Portfolio Management Full Time

In this diverse role, you will be assisting with the strategic management of the Australian real estate investment portfolio, in particular BSREPIII’s investment in Aveo Group, to optimise value for Brookfield and investors.

Responsibilities:

• Ownership of BSREPIII model
  • Reviewing quarterly updates prepared by portfolio companies
  • Ensuring updates for IC papers are integrated into model to ensure returns are accurate and up to date
  • Preparing and reviewing sensitivities requested by senior management (off-shore and local)
  • Preparing responses for data requests and queries from off-shore IR team, including quarterly and ad hoc statistics for investor presentations
  • Leading the review of the modelling process during the annual business plan, mid-year review and key strategic transactions (e.g. acquisitions, divestments, refinancings, developments)
• Reporting
  • Leading the preparation of all local and off-shore fund and board reporting for BSREPIII
  • Includes quarterly valuation papers, quarterly return updates, quarterly board reports, annual business plan and Brookfield investment committee papers for strategic transactions (e.g. acquisitions, divestments, refinancings, developments)
  • Includes working closely with portfolio company staff and management to review inputs into the above processes
• Portfolio Company Governance
  • Review of portfolio company investment committee papers and board papers to determine alignment with broader business strategy and business plan, including impact to returns
  • Assisting the VP – Portfolio Management in key portfolio company workstreams and projects, including participation in project steering committees and review of steering committee paper analysis
• Strategic Initiatives
  • Supporting the VP – Portfolio Management and portfolio company executive team on strategic initiatives which include acquisitions. divestments, refinancings, developments and business transformation projects
  • Includes project management, transaction analysis, board paper preparation, preparation/review of modelling, and impact to returns/strategy of proposed initiative
• Other Responsibilities
  • Supporting the VP – Portfolio Management with all other workflows required in the strategic management of portfolio companies in order to enhance investment returns and achieve a successful exit for Brookfield and investors.
  • Supporting the Managing Director – Portfolio Management with oversight, reporting and analysis of Brookfield’s investment portfolios within Australia which may include:
    • Ad-hoc fund and board reporting
    • Project management of key commercial streams
    • Ad-hoc analysis of portfolio investments to support key management decisions and board recommendations
    • Preparation of internal presentations

Qualifications & Experience

• Bachelor’s degree in Business, finance, accounting or related field
• 3-5 years’ experience in investments and/or asset management, however, consideration will be given to experience in one or more of the following industries: commercial real estate, corporate finance, investment banking, real estate lending, private equity, management consulting or similar.
• Committed team player with ability to work on own initiative
• Ability to critically analyse complex commercial situations and provide succinct feedback and recommendations to relevant stakeholders
• Excellent interpersonal and communication skills – both written and verbal
• Ability to develop deep relationships and positively influence key stakeholders
• Excellent analytical and quantitative skills
• Candidates must have strong analytical financial modelling skills
• Project management and self-management skills
• Strong personality and ability to interact across cultures/geographies
• Excellent interpersonal communication skills and the ability to forge strong working relationships
• Domestic travel required, international travel may be required

Source: Brookfield Career Page