- Valuations, Mergers & Acquisitions
- Assisting in financial valuations (internal, external), understanding market factors & key drivers to business valuation.
- Identifying acquisition opportunities, managing due diligence processes and assist with post-merger integration activities.
- Business Modelling & Portfolio Analytics
- Assisting to maintain, refine, and improve business-critical operating models and integrated 3 way forecast models.
- Data collection & analysis on Oak Tree's portfolio, analysis of key value drivers and providing input into new investment opportunities (developments, re-developments, acquisitions, disposals).
- Business Case Development
- Assist with identifying value adding opportunities, analysis for business case opportunities, developing consolidated business case proposals for executive review & board submission.
- Treasury/Finance
- Assist with short term cash flow liquidity management, medium term financing strategy, covenant reporting & compliance, managing financier relationships.
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Investment Analyst - Brisbane, Australia - Perigon Group
Description
Oak Tree own and operate an impressive portfolio of retirement villages along the Eastern Seaboard, specialising in providing affordable, stylish, and secure retirement communities. With c1500 completed units and a secured development pipeline of over 1,000 units, Oak Tree is well placed to continue to meet the demand for quality units catering for the 55-plus cohort who will represent about 31% of our national population by 2030.
Reporting to the Corporate Finance Manager, the Investment Analyst will support Oak Tree's ongoing M&A activity, valuations, business modelling, portfolio analytics, business cases, and treasury management. This is an exceptional role for an ambitious and technically capable Analyst, working under a highly skilled mentor in an environment that will offer unrivalled career growth within this high performing finance team.
Oak Tree Group offers a market leading company culture that is driven from the executive leadership team down, resulting in a first-class employee experience, low employee turnover with long tenure, and excellent feedback from village residents. Oak Tree Group is now 100% owned by Aware Super, one of Australia's leading superannuation funds, and have embarked on an exciting period of growth, change, and transformation.
Responsibilities will include, but not be limited to:
Ideally, the successful candidate will ideally bring CA/CPA/CFA qualifications with relevant tertiary studies across Finance, Commerce, or Property. Additionally, this role requires 3+ years of experience gained through Corporate Finance, M&A, Valuations, Treasury, or Investment Analysis.
Joining Oak Tree Group during high growth and expansion, this Investment Analyst role is suited to an ambitious finance professional with advanced financial modelling and strong communication skills to effectively present complex financial & valuation-based concepts. Knowledge of property feasibility is very beneficial, but not essential.
Oak Tree Group promises to make an environment in which all team members can realise their full potential in a fun and teamwork orientated culture, holding up the company values of Authenticity, Accountability, Spirited, and Care. In return, all team members are expected to make contributions that positively impact residents, shareholders, suppliers, wider community, and each other.
Perigon Group are partnered with Oak Tree Group on this recruitment process, please reach out Haydn Furness for more information and a confidential discussion.
