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Portfolio Fund Manager

Perth, Western Australia Permanent View Job Description
This is an outstanding opportunity for an experienced finance and property professional to join a high-growth alternative investment manager operating within the Australian private credit and real estate market.
  • Drive the Performance of a Growing Real Estate Investment Platform
  • Based in Perth

About Our Client

Our client manages capital on behalf of sophisticated investors and provides tailored funding solutions to property developers across a range of residential, commercial and mixed-use projects. With a strong track record, entrepreneurial culture and ambitious growth plans, our client is entering its next phase of expansion, including new investment initiatives and broader capital market opportunities. This role offers genuine exposure to executive decision-making and the chance to play a key part in shaping the future direction of the platform.

Job Description

Reporting directly to senior leadership, the Portfolio Fund Manager will take ownership of fund operations, portfolio management, treasury forecasting, investor reporting and loan portfolio oversight. Working within a collaborative and highly relationship-driven team, you will partner closely with borrowers, brokers, investors and internal stakeholders to ensure the effective management of a diversified private credit portfolio while delivering strong risk-adjusted outcomes. This is a hands-on role requiring a strong understanding of property development, structured lending and advanced financial modelling.

  • Manage portfolio construction, performance monitoring and implementation of investment strategies.
  • Produce treasury forecasts, portfolio reporting, cash flow analysis and investor reporting.
  • Monitor loan portfolio performance, covenant compliance and risk exposures.
  • Review and oversee loan draw downs, borrower utilisation requests and project funding requirements.
  • Assess construction and development progress across a range of property development projects.
  • Analyse feasibility studies, cost-to-complete positions and Quantity Surveyor reports.
  • Build and maintain sophisticated Excel models to support forecasting, scenario analysis and executive decision-making.
  • Work closely with executive leadership on capital management, liquidity planning and portfolio strategy.
  • Collaborate with credit, legal, compliance and finance stakeholders to deliver efficient portfolio outcomes.
  • Contribute to ongoing process improvement and optimisation of portfolio management systems.

The Successful Applicant

To be successful, you will bring a blend of property development knowledge, structured lending experience and strong commercial acumen.

  • Significant experience within structured lending, investment management, commercial finance, funds management or private credit.
  • Direct exposure to property development, construction finance or real estate investment.
  • A strong understanding of the full property development lifecycle, including acquisition, development, construction, subdivision and project delivery.
  • Experience managing loan portfolios, fund operations or investment portfolios.
  • Advanced Excel modelling capability, including cash flow forecasting, scenario analysis and portfolio modelling.
  • Strong analytical and reporting skills with the ability to communicate complex information clearly.
  • Experience engaging with borrowers, developers, brokers, investors or other key industry stakeholders.



What’s on Offer

  • Join a growing investment platform with significant growth ambitions.
  • Work directly alongside an experienced executive leadership team.
  • Gain exposure across investment management, property development finance, treasury and strategic growth initiatives.
  • Be part of a high-performance, entrepreneurial business where initiative and commercial thinking are genuinely valued.
  • Enjoy a professional, supportive and family-oriented culture that rewards ownership and results.
  • Opportunity to influence both portfolio outcomes and the future direction of the organisation.
Contact
Brodie McDougall
Quote job ref
JN-092026-7099751

Job summary

Function
CFO & Financial Management
Subsector
CFO & Financial Management Subsector
Industry
Financial Services
Location
Perth
Contract type
Permanent
Consultant name
Brodie McDougall
Job reference
JN-092026-7099751

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