Senior Investment Associate - Unlisted Asset Management

Careers with Impact

More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

We're looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members' long-term outcomes. In return, you'll be part of an organisation where your work contributes to strong returns, real-world impact, and a culture that reflects the communities our members serve.

Bring your authentic and passionate self to this exceptional role #careerswithimpact

As HESTA progresses on its investment internalisation journey, we have an opportunity for a Senior Investment Associate to join our investment team in a role that focuses primarily on directly managed unlisted assets in property and infrastructure. The Senior Investment Associate Unlisted Asset Management will assist with monitoring and enhancing performance of directly managed unlisted assets, as well as supporting acquisitions and due diligence requirements.

Key activities involve asset management, developing asset strategies, relationship management, financial forecasting, risk and investment analysis. From time to time you'll also be involved in new investment opportunities, undertaking due diligence, driving research and strategies to influence portfolio outcomes, and providing guidance to investment associates in the team. You'll also have the opportunity to collaborate with the responsible investment team to identify and monitor ESG risks within the existing portfolio and drive responsible investment outcomes.

About the role

• Assist with monitoring and enhancing the performance of directly managed unlisted assets in property and infrastructure
• Support acquisitions and due diligence requirements for new and existing investments
• Undertake asset management activities, including developing asset strategies and relationship management
• Conduct financial forecasting, risk analysis and investment analysis
• Get involved in new investment opportunities from time to time, including due diligence and research to influence portfolio outcomes
• Provide guidance to investment associates in the team
• Collaborate with the responsible investment team to identify and monitor ESG risks within the existing portfolio and drive responsible investment outcomes

What you'll bring

• A passion for unlisted assets, natural curiosity, and critical and logical thinking
• An enjoyment of collaborating with other team members
• Strong experience in asset management in property or infrastructure investments, including developing asset strategies, investment analysis, structuring, and stakeholder management and coordination
• This experience gained with a fund manager, investment bank, super fund, investment consultant or in project finance
• Experience with and exposure to analysis of fund managers and the process of managing investments, transaction due diligence and investment implementation
• Desirable technical skills include accounting, corporate governance, valuations and financial modelling

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, up to 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team ••••@hesta.com.au and we'll call you to discuss.

Please note: Applications via recruitment agencies will not be accepted for this position

Exciting time to join the Unlisted Assets team at HESTA, primary focus of this role is on directly managed unlisted assets in property and infrastructure.

Flexible Hybrid Working

Enhanced Leave Entitlements