Steven Holm, Cfa
About Steven Holm, Cfa
Steven Holm is a Manager in Real Estate Advisory & Transactions at KPMG Australia, with extensive experience in investment and asset management across various sectors. He holds a Bachelor of Commerce and a CFA designation, and has previously worked in roles at TCorp and REST Industry Super.
Work at KPMG Australia
Steven Holm serves as the Manager of Real Estate Advisory & Transactions at KPMG Australia. He has held this position since 2021, contributing to the firm's expertise in real estate advisory services. His role involves overseeing various transactions and providing strategic advice to clients in the real estate sector. Holm's responsibilities include participating in investor review committees, which highlights his involvement in significant investment decision-making processes.
Previous Experience in Real Assets and Private Markets
Before joining KPMG, Steven Holm worked at TCorp as an Analyst in Real Assets and Private Markets from 2017 to 2021. His role involved analyzing investment opportunities and managing assets, which provided him with a solid foundation in the financial aspects of real estate. Prior to TCorp, he held various positions, including Investment Officer at REST Industry Super and Investment Support Analyst at WorkCover NSW, where he gained extensive experience in investment management.
Education and Expertise
Steven Holm holds a Bachelor of Commerce (B.Com.) degree with a focus on finance and marketing from the University of Technology, Sydney. He furthered his education by studying at the CFA Institute, where he achieved the Chartered Financial Analyst (CFA) designation. His academic background supports his expertise in unlisted assets, investment management, and financial modeling, which are essential for his current role in real estate advisory.
Skills in Financial Modeling and Stakeholder Management
Steven Holm possesses strong skills in project feasibility and financial modeling, which are critical for evaluating real estate projects and transactions. His experience also includes influencing and stakeholder management, enabling him to effectively lead teams and engage with various stakeholders in the investment process. These skills enhance his capability to navigate complex financial landscapes and drive successful outcomes in his advisory role.