Analyst, Finance - Melbourne, Australia - CFA Institute

Description

Job Description

About us

Owned by pension funds. Inspired by their members. Our purpose is to invest, protect and grow the long-term retirement savings of working people. We prioritise the interests of like-minded investors worldwide who aim to build a real and lasting impact by focusing on assets that combine excellent long-term risk/reward characteristics with broad economic, environmental and social benefits to the community. Operating globally from offices in Melbourne, Sydney, London, Berlin, Zurich, Amsterdam, New York, Hong Kong, Seoul and Tokyo, IFM manages investments across infrastructure, debt, listed equities and private equity assets. For more information, visit

Business Overview

IFM's Commercial, Legal and Tax teams support the wider business and our investors by providing support relating to IFM's products and services, and the markets in which we operate.

Specialist areas of expertise include structuring and executing infrastructure, debt and private equity transactions, structuring IFM's financial products and services, ensuring IFM complies with its duties to investors, negotiating contracts, managing IFM's corporate budget, establishing funds, negotiating investment management agreements and miscellaneous corporate legal matters, and providing strategic market commentary and analysis, as well as IFM Board and corporate secretarial activities.

The Opportunity

At IFM, you're not just part of an investment company - but an invested one. We see the work we do as the chance to take sustainable, responsible steps forward for millions of people around the world.

So, we have made sure to create a workplace that's inclusive, accountable and collaborative. Where you're given the opportunities to make a meaningful contribution and grow your skills. All while feeling valued and supported for who you are and what you bring to the team.

Along with the chance to make a meaningful, positive difference from day one, we offer a competitive salary and generous leave entitlements. We also believe all roles are genuinely flexible at IFM - so we are happy to talk through what this might look like for you.

The Role

The Finance and Planning Analyst will join an established team and will be responsible for producing high quality financial & strategic analysis that will assist senior managers improve the financial performance of the Group. This role will be responsible for the preparation and continued development of business reporting within the Group, including Budgeting, financial forecasting, Business Plan and corporate financial modelling.

Some of your responsibilities will include:

• Day to day responsibility for the budget versus actual variance analysis.
• Preparation and delivery of the IFM Corporate Financial Budget and forecasts.
• Preparation of Monthly Performance Report for senior management.
• Assisting with the preparation of financial assessments on new products for the Investment Solutions Committee.
• Working as a finance business partner with teams across the organisation.
• Working with a Business Intelligence Tool and Dashboard reporting.
• Supporting to the Corporate Accounting team.

Your Background and Experience

• Good foundation of experience (typically 2+ years) in accounting, particularly management accounting, business planning and budgeting.
• Proven experience performing data analysis tasks, liaising with internal clients and preparing reports for management.
• Must have tertiary qualification in commerce, economics, finance or related field and either has or working towards CA/CPA qualifications.
• Detailed market knowledge and a keen interest in the asset management industry.
• Client relationship management, be able to build relationships across the business and collaborate with others towards a common goal.
• Business acumen, financial metrics and key performance drivers.
• Analytical mindset and a natural problem solver with excellent numerical skills.
• Proficient in Microsoft Excel and financial modelling.

Ready to invest in what matters?
With IFM, that includes your own career. Visit to find out more.

IFM Investors is committed to promoting a diverse and inclusive culture where all employees are valued and recognised for their unique qualities, backgrounds, and perspectives. We champion all groups regardless of race, gender, religion, sexual orientation, age, disability, or family status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us if you require any specific support for the interview process at
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