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Fund Manager – Equity Fund Strategies

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RBC

Yesterday

  • Job
    Full-time
    Senior Level
  • Real Estate & Property
    Banking & Finance
  • Melbourne

AI generated summary

  • You need a strong foundation in finance, 5+ years in portfolio analysis, excellent quantitative and communication skills, and a proactive mindset with relevant tertiary qualifications.
  • You will develop investment theses, mentor analysts, analyze markets, oversee fund reporting, manage capital allocation, and ensure accurate financial modeling and forecasting.

Requirements

  • A strong foundation in accounting, funds management, or performance analysis.
  • Proven experience in real estate, private equity or private credit portfolio analysis and optimisation.
  • Excellent quantitative, communication, and leadership abilities.
  • A proactive, analytical mindset with a passion for innovation and strategic thinking.
  • Minimum 5 years of relevant experience, with tertiary qualifications in finance, accounting, or commerce.

Responsibilities

  • Investment Thesis Development
  • Collaborate with Heads of Funds and product development teams to research and develop new fund equity strategies.
  • Analyse market dynamics, trends, and opportunities to create robust investment cases.
  • Work with Portfolio Analysts to conduct financial modelling and assess the financial viability of potential investments.
  • Present investment theses to stakeholders, incorporating feedback to refine strategies.
  • Leadership and Relationship Management
  • Mentor Portfolio Analysts and guide them on strategic fund activities.
  • Build and maintain strong relationships with investors, peers, and external stakeholders.
  • Influence outcomes by effectively engaging and persuading key stakeholders to align with fund objectives.
  • Reporting and Stakeholder Engagement
  • Oversee fund reporting across multiple equity portfolios comprising direct equity investments into commercial real estate assets, joint venture equity investments and opportunistic and tactical credit investment strategies.
  • Respond promptly to investor requests for information (RFIs) and internal stakeholder queries.
  • Represent the funds in ad-hoc investor meetings and deliver insights to enhance stakeholder confidence.
  • Ensure accuracy and quality assurance in fund return forecasting, fund valuations, unit pricing, and management accounts as delivered by a team of portfolio analysts.
  • Oversee the preparation and presentation of Monthly Performance Packs for fund performance meetings.
  • Capital Allocation and Portfolio Optimisation
  • Contribute to the investment decision and structuring process through advising on key fund considerations.
  • Monitor and improve fund performance to meet investor return objectives and manager composition targets.
  • Act as the primary interface for finance, accounting, and compliance matters related to the funds.
  • Manage fund leverage solutions, including subscription facilities and liquidity analyses.
  • Update and refine tax forecast models, ensuring optimised tax profiles for all funds.
  • Portfolio Modelling
  • Maintain and update detailed fund models.
  • Oversee distribution calculations and provide distribution recommendations.
  • Coordinate and review financial data from external operators or property managers.

FAQs

What type of investment strategies will the Fund Manager be responsible for developing?

The Fund Manager will be responsible for developing new fund equity strategies, including analysing market dynamics and presenting robust investment theses.

How many years of experience are required for this role?

A minimum of 5 years of relevant experience is required for this role.

What qualifications are expected for the Fund Manager position?

Tertiary qualifications in finance, accounting, or commerce are expected for the position.

Who does the Fund Manager report to?

The Fund Manager reports to the Co-Heads of Real Estate Equity Australia.

Will the Fund Manager be involved in mentoring?

Yes, the Fund Manager will mentor Portfolio Analysts and guide them on strategic fund activities.

What are the primary responsibilities related to investor engagement?

The Fund Manager will oversee fund reporting, respond to investor requests, represent the funds in meetings, and ensure quality assurance in performance forecasting.

Is experience in real estate, private equity, or private credit important for this role?

Yes, proven experience in real estate, private equity, or private credit portfolio analysis and optimisation is important for this role.

What kind of culture does Qualitas promote?

Qualitas promotes a culture of excellence, innovation, diversity, and inclusion, prioritising creating an environment where talent thrives.

What kind of skills are necessary for success in this position?

Excellent quantitative, communication, and leadership abilities, along with a proactive, analytical mindset, are necessary for success in this position.

How should candidates apply for the Fund Manager position?

Candidates should submit their resumes outlining their experience and suitability for the role.

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RBC

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Mission & Purpose

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.