Portfolio Management Analyst

MaxCap Group is one of Australia's leading real estate investment managers, trusted by investors across the globe. We are seeking a talented and commercially minded Analyst to join our Portfolio Management team in Melbourne.

This is an exciting opportunity to work at the centre of the investment management process, supporting portfolio construction, liquidity management, capital allocation and investor reporting across a range of institutional investment mandates. Working closely with stakeholders across the business, you will gain broad exposure to portfolio management and funds management within a high-performing and collaborative environment.

The Role

Reporting to the Director, Portfolio Management, you will support portfolio construction, liquidity management, capital allocation and investor reporting across a range of investment mandates, helping drive informed investment and portfolio management decisions.

Key Responsibilities

• Manage portfolio liquidity, cash flow forecasting and treasury activities to support funding requirements, capital deployment and investor distributions.
• Monitor portfolio exposures, investment limits, concentration risks and mandate compliance, providing insights to support portfolio optimisation and rebalancing.
• Support capital allocation and investment decision-making through portfolio analysis, funding assessments and participation in investment approval processes.
• Build, maintain and enhance portfolio management models, forecasts and analytical tools to support portfolio performance, risk management and strategic decision-making.
• Conduct scenario analysis and stress testing to assess portfolio resilience under varying market, liquidity and investment conditions.
• Prepare and deliver portfolio, investor and mandate reporting, including liquidity, deployment, exposure, gearing and performance analysis across a range of investment structures.
• Maintain high standards of data integrity, model governance and reporting accuracy, while identifying opportunities for process improvement and automation.

About You

• Tertiary qualifications in Finance, Commerce, Economics, Actuarial Studies, Accounting or a related discipline.
• Experience gained within a financial modelling, portfolio management, treasury, funds management or investment analytics role.
• Strong financial modelling and advanced Excel skills.
• Experience within financial services, funds management, banking, private credit, commercial real estate or a related sector is highly regarded.
• Strong analytical and problem-solving capability with a high level of attention to detail.
• Ability to interpret complex financial information and translate insights into practical recommendations.
• Excellent written and verbal communication skills.
• A proactive mindset with the ability to manage competing priorities in a fast-paced environment.

MaxCap Group currently manages more than $7b of commercial real estate debt and equity. We operate nationally, delivering investment management and loan origination services to superannuation, sovereign fund and institutional investors, as well as high-net-worth individuals and family offices across the globe.

Why MaxCap

• A collaborative and entrepreneurial culture where ideas are encouraged and everyone has a voice.
• Career development opportunities and ongoing learning.
• Competitive remuneration and a range of employee benefits, including wellbeing allowance and paid parental leave.
• Employee-led committees and initiatives that foster connection, inclusion and community.
• A values-driven workplace where people are empowered to succeed.

We Value

• Partnership – ‘We’re Here for Them’
• Collaboration - ‘We Run As One’
• Responsibility – ‘See it, Own it, Do it’
• Adaptiveness – ‘One Step Ahead’
• Ambition - ‘Energised by Possibility’

Join our successful team today! If this sounds like you, please apply online or send your CV to ***email_hidden***