Portfolio Analyst
About Qualitas
Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.
About Qualitas
Qualitas is a leading ASX-listed Australian alternative real estate investment manager, specialising in real estate private credit and real estate private equity. For 16 years, we have been helping our partners realise their vision and delivering attractive risk-adjusted returns to our investors.
About the position
As a Portfolio Analyst, you'll be at the heart of our investment process—building sophisticated financial models, evaluating portfolio performance, and delivering insightful internal and investor reporting. You’ll work closely with our Investment, Risk, Finance, Capital, and Operations teams to ensure informed, strategic decision-making across our growing portfolio.
Location: Melbourne
Employment Type: Permanent Full-time
Key responsibilities
- Develop and enhance financial models to monitor fund performance and forecasting.
- Support regular reporting cycles (weekly dashboards, monthly and quarterly investor reports).
- Provide in-depth portfolio analysis including profitability, leverage, and capital allocations.
- Liaise with external fund administrators for capital calls and distributions.
- Contribute to investor presentations, fund performance meetings, and capital raising support.
What you’ll bring to the role
- Minimum 2 years of experience in finance, accounting, funds management, or a related field.
- Strong analytical skills and advanced Excel capability.
- A tertiary qualification in finance, accounting, economics, or similar; CFA/CA/CPA is a bonus.
- Excellent communication skills and a collaborative mindset.
- Passion for real assets, private credit, or real estate investments is a plus.
We recognise that our people are our greatest strength and as an equal opportunity employer, we are committed to celebrating diversity and fostering an inclusive and equitable workplace where all employees are empowered to thrive.
Apply now
If you’re eager to contribute to a culture of excellence and innovation, we’d love to hear from you
Please submit your resume, outlining your experience and suitability for the role.
We encourage candidates from all backgrounds to apply for this role and do not discriminate on the basis of age, sex, nationality, race, ethnicity, gender identity or expression, sexual orientation, veteran status, marital status, family status, pregnancy, religion, beliefs, neurodiversity or disabilities.
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