Financial Planning & Analysis Manager

AXA General Insurance (Sydney NSW, Australia) 46 days ago



Financial Planning & Analysis Manager

  • Lead a team of analysts (4) responsible for delivery of reporting and analytics for their respective allocated portfolio of assets and mandates to the Funds team and external stakeholders

  • Manage and oversee key processes related to service of Funds, including asset and SPV budgeting, forecasting and asset valuations

  • Review and improve underlying Fund and asset models, Cash flow forecasts and management reporting 

  • Monitor and review key outputs to both the Board and Investors, including real estate and market analysis, material IC requests, asset management initiatives, acquisition and disposal programs, real estate performance, and research

  • Analysis of asset and portfolio performance against the funds’ investment strategies and relevant benchmarks

  • Research new and emerging markets, compile data and undertake financial analysis to contribute to forward looking decision making and new business opportunities

  • Compliance with investment agreement obligations, internal company policies and statutory and regulatory requirements, including contribution to strengthening and risk and governance activities

  • Establish and embrace agile working model built on knowledge share, creativity, and collaboration

  • Mentor and coach analyst team to maximise the financial planning and analysis capabilities in partnership with other internal and external partners

Business Partnering

  • In-depth knowledge of key mandate documentation and obligations and industry specific value and investment return drivers

  • Service and support Funds and Asset Management teams to execute strategy and deliver value to customers

  • Support Transactions and New business analysis

  • Demonstrate commercial acumen and problem-solving skills to add value through finance, analytics, and risk management

Other areas of support and input

  • Perform other tasks and projects as assigned from time to time

  • Recommend and drive continuous improvement activities in processes, systems, policies and use of technology

  • Embrace technology and change





  • Degree with specialization in finance / Real Estate / economics & analytics


  • 5+ years relevant professional experience in real estate or investment banking (ideally with formal real estate or valuation qualifications)

  • Experience in a large complex organisation

  • Management of a team of analysts favourable

  • Advanced Microsoft Excel and analytical applications

  • Demonstrated ability to work across various functions in the business and manage stakeholders

  • High-level commercial acumen and problem-solving skills

  • Previous experience with Anaplan and tableau favourable

Knowledge and Skills

  • Financial analysis, development feasibility and/or valuation experience required

  • Experience in real estate and alternative investments  

  • Fluency in English


  • Strong verbal and written communication, presentation and report writing skills

  • Strong quantitative, financial, and analytical skills (DCF and financial modelling)

  • Solid capability of MS Office, PowerPoint, and Excel

  • Autonomous, trustworthy, and accountable

  • Excellent organisation and attention to detail

  • Problem solver and open minded

About AXA  

Would you like to wake up every day driven and inspired by our noble mission and to work together as one global team to empower people to live a better life? Here at AXA we strive to lead the transformation of our industry. We are looking for talented individuals who come from varied backgrounds, think differently and want to be part of this exciting transformation by challenging the status quo so we can push AXA - a leading global brand and one of the most innovative companies in our industry - onto even greater things. In a fast-evolving world and with a presence in 64 countries, our 166,000 employees and exclusive distributors anticipate change to offer services and solutions tailored to the current and future needs of our 103 million customers.


AXA Investment Managers (AXA IM) is a responsible asset manager, actively investing for the long-term to help its clients, its people and the world to prosper. Our high conviction approach enables us to uncover what we believe to be the best global investment opportunities across alternative and traditional asset classes, managing €887 billion in assets as of December 2021.

AXA IM is a leading investor in green, social and sustainable markets, managing €563 billion of ESG-integrated, sustainable and impact assets at the end of 2021.

We are committed to reaching net zero greenhouse gas emissions by 2050 across all our assets, and integrating ESG principles into our business, from stock selection to our corporate actions and culture. Our goal is to provide clients with a true value responsible investment solution, while driving meaningful change for society and the environment.

At end of 2021, AXA IM employs over 2,488 employees around the world, operates out of 28 offices across 18 countries and is part of the AXA Group, a worldwide leader in insurance and asset management.

What We Offer  

We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company. Employing the best professionals from the widest possible talent pool is at the heart of our strategy of delivering excellent quality of service to our diverse clientele.

Financial Planning & Analysis Manager

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