Analyst

Are you a driven and detail-oriented investment professional?

Forza Capital is seeking an Analyst to bring structured rigour to our operating model as we grow. You will work across the business to map, evaluate and continuously improve the processes and systems that underpin our capital raising, fund administration, investor communications and marketing functions.

About Forza Capital

Forza Capital is an independent property investor group with a reputation for nimble, active investing and a track record of delivering consistent returns in excess of ~ 20% IRR since 2010. We’ve transacted over $1.5 billion in Australian real estate, working with a loyal client base of family offices, high net worth advisory groups and individuals. Our Directors own 100% of the business, ensuring a flat management structure and swift, decisive action.

We’re sector-agnostic, driven by the reward and risk balance in each investment opportunity and at the forefront of sustainable building conversion. Our team is small, close-knit and performance-oriented, valuing curiosity, mastery and ongoing learning.

Your Opportunity

Join us as an Analyst and drive modern, technology-enabled workflows into a high-quality investment business. As a part of our 12-person team, you’ll have broad exposure across the business and significant scope for growth, both within the role and beyond.

What You’ll Do

1. Facilitate and oversee the implementation of approved process improvements by coordinating with relevant stakeholders, managing transition activities and embedding revised procedures into standard operational practice.
2. Analyse and document existing organisational procedures across CRM, governance, investor materials preparation, marketing approvals and information management and establishing clear visibility of current operational frameworks.
3. Conduct periodic reviews of organisational systems relevant to digital media, investor communication processes and administrative workflows supporting capital raising activities, to assess their alignment with business growth objectives, regulatory requirements and technological developments.
4. Identify inefficiencies, control gaps and procedural inconsistencies within existing systems and methods, and develop practical and structural recommendations to improve operational efficiency, strengthen internal controls and enhance coordination between teams.
5. Monitor adherence to documented procedures and internal standards across capital raising and fund administration, evaluate deviations, and recommend corrective and preventive measures in line with continuous improvement frameworks.
6. Assess process inefficiencies within capital raising and fund administration functions and implement technology-enabled solutions, including AI-supported tools, to streamline workflows, reduce manual effort and improve accuracy and operational performance.
7. Collaborate with internal stakeholders to support continuous review and optimisation of organisational processes, systems and procedural frameworks.

Who You Are

1. Bachelor's degree in Business, Commerce, Information Systems, Finance or a related discipline.
2. 1–5 years of experience in an organisational analysis, business analysis, operations, or process improvement role.
3. Strong analytical and critical thinking skills with excellent attention to detail.
4. Effective written and verbal communication skills, with the ability to engage confidently with senior stakeholders.
5. Proficiency and demonstrated ability to quickly leverage technology across productivity, CRM and workflow tools.

·Driven by conscientiousness, hard work and personal commitment to investors.

Why Forza?

·Broad exposure across the entire business.

·Direct access to decision-makers and the ability to influence outcomes.

·Career growth in a period of market change and opportunity.

·Flexible work arrangements and a culture that values family and life outside the office.

Salary $80,000 (exclusive of superannuation)

How to Apply

To apply, please submit your CV and a brief cover letter outlining your experience in process improvement and why you are interested in this role at Forza Capital.

Forza Advisory Pty Ltd is an equal opportunity employer. We value diverse perspectives and encourage applications from candidates of all backgrounds.