Head of Finance - Funds & Mandates

We’ve made it our business to understand how people want to live and work today, tomorrow and beyond and as you’d expect, we practise what we preach in our own workplace as well.​

For more than two decades, Investa has led the way in making positive change in Australia’s workplaces. We’re an Australian diversified real estate company. We have a recognised track-record of investment and development across both office and living markets. Our purpose is to create a legacy of positive impact for our people, our customers, and for our investment partners. Investa designs buildings and communities for the way people work and live today – and the way we want to work and live in the future.

It’s an exciting time to join Investa, we’re growing!  We’re currently seeking a Head of Finance – Funds & Mandates, to be the primary point of contact working closely with the Funds Management team and the relevant trust accounting teams.  As the point of contact you will provide insights and advice to the Funds and Mandates team, drive projects, program initiatives and optimise the contribution of Finance within Investa. This role will report to the Chief Financial Officer.
Key responsibilities:

• Financial advice to Fund Managers to help them implement Fund strategy and support Fund performance, reporting and compliance
• Financial input into transactions and deal structuring/execution for new and existing funds 
• Project management of transactions and deal structuring to ensure tax, treasury, and fund accounting components of any transactions are coordinated, being the single point of contact and accountability
• Leading and providing finance expertise on relevant ESG initiatives alongside the Head of ESG, from a financial and investor reporting perspective
• Partnering with Treasury and Fund Managers / Investment Managers to develop and implement debt and equity strategy (including equity raising)
• Input into and supporting the presentation of Financial Risk Management and Investment Review Committee papers
• Co-ordination of annual Fund budgeting process (working with Fund and Property Finance, Valuations, Analyst Teams)
• Responsible for annual review of financial policies (Valuation, Distribution, LOAs, Tax, Treasury) 
• Responsible for content and quality of fund and mandates reporting to stakeholders 
• Preparation of GARCC/Board papers regarding financial matters, where applicable (recurring and ad hoc) and presentation to GARCC/Boards
• Collaboration and communication with the Fund Accounting team to ensure they are fully informed to produce accurate financial statements
• Coordinating the Fund Group Annual reporting including the inclusion of non-financial and ESG related disclosures.

What you’ll need to be successful:

• Commerce Degree majoring in Accounting
• Professional accounting qualification: CA or CPA
• Minimum 2 years’ experience in a similar role; head of position or senior leadership role (highly desirable)
• Experience in the financial services industry, ideally in real estate funds management in a large corporate environment
• Engagement at executive and senior management levels on commercial issues, experience in executive briefings, troubleshooting, generating and running with ideas and constructively challenging assumptions and the status quo
• Managing reporting / budgeting / forecasting / year-end close processes across multiple businesses and with multiple stakeholders
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in accounting software and Microsoft Office Suite.

Why join Investa?

We’re an organisation known for our culture – we're unique, friendly and transparent. We work hard to maintain our culture and we've received some pretty cool accolades along the way:

• Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality (EOCGE) for 2023-25
• Australian Workplace Equality Index (AWEI) LGBTQ Inclusion 2024 Silver (Small Employer) 
• Certified Family Friendly Workplace since 2020
• AFR Boss Best Places to Work (Property, Construction, Transport sector) – First Place (2021)
• Australian HR Awards – Excellence Award: Best Workplace Flexibility Program

It’s not all about the awards though! We offer our people opportunity to grow and shape their career, with support including Leadership programs, education assistance, study assistance, professional membership fee support and generous parental leave and return to work benefits.
We know that the lines between work and home life have blurred over the past few years and we do our best to support our people with having the flexibility they need to be able to do the things that are important to them. Whether it’s a morning surf before work, leaving a little earlier to take the kids to sport our flexible working policy provides over 21 different formal flexible working options. The truth is though that the options are unlimited – talk to us about what works for you, and we’ll do our best to make it work for us too.
Back to the environment we create though, we are so proud that Investa is a safe, diverse and inclusive workplace where you can truly be yourself.  We particularly welcome applications from individuals in Aboriginal and Torres Strait Islander communities, as well as those identifying as LGBTQ or neurodivergent. Even if you don't meet all criteria, we encourage you to apply and let us know more about you – if this isn’t the right opportunity for you, there may be another opportunity coming up.
We understand that traditional hiring processes can come with challenges for some people. If you have a disability, identify as gender diverse or are neurodivergent, please reach out to our Talent Acquisition Manager, Ella Mannix at emannix@investa.com.au  and Ella will tailor our processes to accommodate your specific needs. If you require no additional assistance to accommodate your requirements and wish to be considered for this position, kindly submit your application online.
We are inundated with a high volume of application responses, therefore, we request that applications not be submitted directly to an email address.