Associate Director/ Director (Transactions and Investment Advisory) at Urbis in Melbourne, Victoria, Australia | Kablio

Role

Description

client management

risk assessment

cash flow modeling

due diligence

project delivery

market analysis

Build and maintain strong, long-term relationships with clients, acting as a trusted advisor and primary point of contact.
Identify strategic, financial and operational risks in transactions and investments, and develop mitigation strategies.
Outside our core Transactions and Advisory Team you will often be working in multidisciplinary teams across a wide range of mandates, sector and geographies. You will need to work beyond the numbers collaborating with market researchers, valuers, economists, planners and designers
Guide and review complex cash flow models, feasibility studies and investment appraisals prepared by the team.
Build and strengthen relationships with leading global investors, while mentoring teams and driving strategic outcomes across a diverse range of sectors.
Lead complex acquisitions, disposal and investment advisory projects, shaping deal structures and delivering measurable value for high-calibre local and international clients.
Lead the delivery of complex property transaction and investment advisory projects, ensuring alignment with client objectives and organisational priorities.
Direct due diligence processes, coordinating inputs from legal, technical and financial advisors, and synthesising findings into clear recommendations.
Regularly travelling interstate with opportunities for international travel as part of investor road shows.
Oversee project teams, ensuring work is delivered on time, within budget and to a high standard.
Manage relationships with senior stakeholders, including investors, developers, government agencies and industry bodies.
Prepare and review market analysis, economic commentary and sector insights to inform client strategies and position the team as industry leaders.
Identify new opportunities, prepare and present proposals, and contribute to winning work through networking and market engagement.

Requirements

real estate

financial modelling

analytical skills

client development

investment banking

presentation skills

Strong attention to detail and commercial awareness
Proven track record of building new clients and businesses.
Be exposed to international capital investors from south east Asia, Japan, Korea North America and Europe. Second language skills will be highly valued.
Solid understanding of real estate valuation methodologies and financial modelling.
Have strong analytical skills across both investment and development mandates. Our clients will be relying on your advice to inform and make major investment, divestment and development decisions.
Work with Australia's leading institutional owners, manager and super funds and have the ability to adapt to different environments quickly and efficiently.
Ideally in a background of capital transactions, agency, investment banking or valuations and advisory
Be able deliver impactful presentations and concise direct written communications.
Confident in building relationships with clients and industry stakeholders

Benefits

You will be joining a high performing, collaborative and inclusive team with high levels of accountability.

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

1961

Year Founded

The consultancy was established in 1961 and has been shaping urban environments since then.

Assists in shaping cities by offering innovative solutions in planning, design, and policy development.
Works with public and private sector clients, transforming projects that impact communities.
Focuses on sustainable design, contributing to high-profile developments across Australia.
Typical projects include city master planning, urban regeneration, transport infrastructure, and environmental assessments.
Reputation for delivering complex, multidisciplinary projects, bringing together expert teams across various sectors.
Strong presence across Australia, with offices in multiple major cities.

Culture + Values

Proudly picky in selecting people with passion, potential and talent.
Value fun, balance and connection through regular social activities, celebratory events and a wellbeing programme.
Encourage people to connect personal values to the vision of bettering communities via programmes like mentor program, give back committee, national sustainability, reconciliation action plan, sponsorship in leadership, volunteer leave, art committee.
Support authenticity and diversity of ideas—‘bring your spark’—creating space where everyone feels they belong.
Offer flexible working options, trusting autonomy and enabling people to live on their terms.
Collaborative—not competitive—environment where knowledge sharing, communication across service offerings and working as a team is a priority.

Environment + Sustainability

Mid-2023 Carbon Neutral

Climate Active Certification

Achieved carbon neutrality for business operations six months ahead of FY23 end.

25% Emissions Reduction

Carbon Reduction Target

Committed to reducing net emissions by 25% by 2029 with a strategic plan in place.

3 GW Renewable Energy

Projects Delivered

Delivered over 3 gigawatts of renewable energy projects through partnerships with public and private sectors.

1.2B People Target

Smart Places Planning

Supports smart places planning for 1.2 billion people by 2030 as part of sustainability services.

Actions taken include buying 100% renewable energy where available, green building measures in offices, reduced corporate fleet, procuring carbon-neutral products, limiting air travel, and offsetting remaining emissions via projects like Rimba Raya reforestation.
Supports clients in sustainability through services such as net zero and decarbonisation strategies, ESG advisory and reporting, energy transition advisory, circular economy, sustainable portfolio management, social sustainability.

Inclusion & Diversity

Articles

Our Projects

Careers at Urbis

About Urbis

Role

Description

client management

risk assessment

cash flow modeling

due diligence

project delivery

market analysis

Build and maintain strong, long-term relationships with clients, acting as a trusted advisor and primary point of contact.
Identify strategic, financial and operational risks in transactions and investments, and develop mitigation strategies.
Outside our core Transactions and Advisory Team you will often be working in multidisciplinary teams across a wide range of mandates, sector and geographies. You will need to work beyond the numbers collaborating with market researchers, valuers, economists, planners and designers
Guide and review complex cash flow models, feasibility studies and investment appraisals prepared by the team.
Build and strengthen relationships with leading global investors, while mentoring teams and driving strategic outcomes across a diverse range of sectors.
Lead complex acquisitions, disposal and investment advisory projects, shaping deal structures and delivering measurable value for high-calibre local and international clients.
Lead the delivery of complex property transaction and investment advisory projects, ensuring alignment with client objectives and organisational priorities.
Direct due diligence processes, coordinating inputs from legal, technical and financial advisors, and synthesising findings into clear recommendations.
Regularly travelling interstate with opportunities for international travel as part of investor road shows.
Oversee project teams, ensuring work is delivered on time, within budget and to a high standard.
Manage relationships with senior stakeholders, including investors, developers, government agencies and industry bodies.
Prepare and review market analysis, economic commentary and sector insights to inform client strategies and position the team as industry leaders.
Identify new opportunities, prepare and present proposals, and contribute to winning work through networking and market engagement.

Requirements

real estate

financial modelling

analytical skills

client development

investment banking

presentation skills

Strong attention to detail and commercial awareness
Proven track record of building new clients and businesses.
Be exposed to international capital investors from south east Asia, Japan, Korea North America and Europe. Second language skills will be highly valued.
Solid understanding of real estate valuation methodologies and financial modelling.
Have strong analytical skills across both investment and development mandates. Our clients will be relying on your advice to inform and make major investment, divestment and development decisions.
Work with Australia's leading institutional owners, manager and super funds and have the ability to adapt to different environments quickly and efficiently.
Ideally in a background of capital transactions, agency, investment banking or valuations and advisory
Be able deliver impactful presentations and concise direct written communications.
Confident in building relationships with clients and industry stakeholders

Benefits

You will be joining a high performing, collaborative and inclusive team with high levels of accountability.

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

1961

Year Founded

The consultancy was established in 1961 and has been shaping urban environments since then.

Assists in shaping cities by offering innovative solutions in planning, design, and policy development.
Works with public and private sector clients, transforming projects that impact communities.
Focuses on sustainable design, contributing to high-profile developments across Australia.
Typical projects include city master planning, urban regeneration, transport infrastructure, and environmental assessments.
Reputation for delivering complex, multidisciplinary projects, bringing together expert teams across various sectors.
Strong presence across Australia, with offices in multiple major cities.

Culture + Values

Proudly picky in selecting people with passion, potential and talent.
Value fun, balance and connection through regular social activities, celebratory events and a wellbeing programme.
Encourage people to connect personal values to the vision of bettering communities via programmes like mentor program, give back committee, national sustainability, reconciliation action plan, sponsorship in leadership, volunteer leave, art committee.
Support authenticity and diversity of ideas—‘bring your spark’—creating space where everyone feels they belong.
Offer flexible working options, trusting autonomy and enabling people to live on their terms.
Collaborative—not competitive—environment where knowledge sharing, communication across service offerings and working as a team is a priority.

Environment + Sustainability

Mid-2023 Carbon Neutral

Climate Active Certification

Achieved carbon neutrality for business operations six months ahead of FY23 end.

25% Emissions Reduction

Carbon Reduction Target

Committed to reducing net emissions by 25% by 2029 with a strategic plan in place.

3 GW Renewable Energy

Projects Delivered

Delivered over 3 gigawatts of renewable energy projects through partnerships with public and private sectors.

1.2B People Target

Smart Places Planning

Supports smart places planning for 1.2 billion people by 2030 as part of sustainability services.

Actions taken include buying 100% renewable energy where available, green building measures in offices, reduced corporate fleet, procuring carbon-neutral products, limiting air travel, and offsetting remaining emissions via projects like Rimba Raya reforestation.
Supports clients in sustainability through services such as net zero and decarbonisation strategies, ESG advisory and reporting, energy transition advisory, circular economy, sustainable portfolio management, social sustainability.

Inclusion & Diversity

Articles

Our Projects

Careers at Urbis

About Urbis