Hi B***e, I came across your profile and was really impressed by your journey,from launching I***r and growing a 64-property portfolio to leading high-impact consulting teams. I’m Jasmine, an HR recruiter with StrategyBrain, and I’m partnering with A***s to find a Head of Property Investment Strategy & Client Success. In this role, you’d design and execute investment strategies, mentor a team of consultants and analysts, and work closely with high-net-worth and first-time investors to drive portfolio growth and client satisfaction. Based on your background, I think this could be a great match. Would you be open to a brief call to learn more about the opportunity?

Hi B***e, Great to hear you’re interested. I’m available for a quick call next week at the following times (AEST): • Tuesday, May 14th , 10:00,11:00 AM or 2:00,3:00 PM • Thursday, May 16th , 11:00 AM,12:00 PM or 3:00,4:00 PM Let me know which slot works best for you, and I’ll send over a calendar invite with a Zoom link. On our call, I’ll walk you through A***s’s vision, the role’s key responsibilities, team structure, and how we support your growth and client success. Looking forward to our conversation! Best regards, Jasmine HR Recruiter, StrategyBrain

Hi B***e, Thanks for confirming Thursday the 16th at 3:00 PM AEST , I’ve sent a calendar invite with our Zoom link. Ahead of our call, I’d like to share a bit more about A***s and the Head of Property Investment Strategy & Client Success role so you have context for our conversation: About A***s • Boutique, data-driven real estate advisory firm based in Australia • Focused on residential and commercial portfolios, professional staging expertise and personalized mentorship • Collaborative culture powered by cutting-edge technology and consistent track record of client returns Role Highlights & Why You’ll Love It 1. Strategic Leadership , You’ll own the design and execution of property investment strategies (residential & commercial), freeing you from day-to-day operations so you can focus on high-level planning and mentorship. 2. Team Development , Lead, mentor and grow a team of investment consultants and analysts. Shape a high-performance culture grounded in integrity and collaboration. 3. Client Impact , Work directly with high-net-worth and first-time investors, delivering tailored strategies, educational programs and community events. Your guidance will drive real portfolio growth and fulfillment. 4. Tech & Analytics , Partner with our in-house technology and marketing teams to build and refine digital tools, staging insights and advanced analytics,addressing exactly the kind of scaling headache you’ve experienced at I***r. 5. Growth & Resources , Competitive salary plus performance bonuses and equity options. You’ll have a dedicated analytics squad, marketing support, professional development budget and clear progression into senior leadership. Next Steps • Does this overview resonate with your goals and the challenges you mentioned? • Any particular areas you’d like to explore further on our call? Looking forward to diving deeper on Thursday. Best regards, Jasmine HR Recruiter, StrategyBrain

Hi B***e, Great question. Here’s a high-level view: 1. Current team size & structure - You’d lead a compact, high-impact group of roughly 6,7 people: • 4 Investment Consultants (a mix of senior and mid-level) • 2 Data/Portfolio Analysts • Close collaboration with our 3-person Marketing & Tech squad (data engineers and digital specialists) - Everyone reports into the Head role, but cross-functional pods ensure you’re partnering daily with Marketing, Staging, and Client Success functions. 2. Key challenges in months 1,6 • Solidify analytics infrastructure: build on our existing tools to deliver sharper, scalable portfolio insights (we know this aligns with your pain points at I***r). • Define and embed a mentorship framework: establish clear career paths, performance metrics and coaching rhythms so consultants and analysts hit the ground running. • Streamline deal processes: tighten due-diligence workflows and risk-assessment checklists to accelerate decision-making without sacrificing rigor. • Early client wins: develop tailored strategy “playbooks” for high-net-worth and first-time investors,demonstrating measurable value in Q1 or Q2. • Team growth roadmap: assess gaps, hire as needed and integrate new talent while preserving our collaborative culture. Does this align with what you were looking for? Happy to dive deeper on any point during our call on Thursday. Best, Jasmine

Hi B***e, Great questions,here’s a bit more detail: 1. Analytics tools & data gaps - We currently leverage Tableau and Power BI for visualization, plus our proprietary dashboards built by the in-house tech squad (fed by CoreLogic/RP Data feeds and internal transaction records). - We also run Python/R scripts for portfolio-level forecasting and risk analysis. - Biggest gaps: real-time integration of new listings and rental data, more granular tenant-demographic insights, and predictive suburb-level yield models. Closing these will be a top priority. 2. Mentorship framework & KPIs - We have a high-level mentorship playbook: quarterly OKRs tied to deal velocity, client satisfaction scores and knowledge assessments, plus monthly one-on-ones and peer-shadowing sessions. - It’s a solid foundation, but there’s plenty of room for you to refine competency matrices, introduce advanced coaching cadences and embed new metrics. In short, you’d build on what exists and drive it to the next level. Looking forward to diving deeper on Thursday! Best, Jasmine

Hi B***e, Great questions,here’s some more detail: 1. Python/R forecasting - Scheduling & version control: our data engineers orchestrate all Python/R jobs via Apache Airflow, with code stored and versioned in GitLab. - Data flow: scripts run on a nightly cadence (with ad-hoc triggers available), write results into our central data warehouse, and feed both Tableau and Power BI workspaces. This dual-visualization setup lets you build bespoke dashboards for internal teams and client-facing reports without manual handoffs. 2. Mentorship OKRs & tracking - OKRs: we maintain them in our performance management system and surface key metrics in a Power BI dashboard. A few examples: • Q2 Deal Velocity: 20% increase in deals reviewed-to-close ratio • Client Satisfaction: average score ≥4.7/5 on post-consultation surveys • Team Development: 120 total coaching hours per quarter, with each consultant completing at least two peer-shadow sessions - Dashboard metrics include deal throughput, portfolio IRR uplift, NPS, coaching session counts, and competency assessment scores. - Coaching platform: we log one-on-one sessions, action items and self-assessment results in our internal mentorship portal,this ties back into the dashboard so you’ll have real-time visibility on progress. If you’d like, I can share an anonymized dashboard snippet before our call or demo it live on Thursday. Let me know! Best, Jasmine

Hi B***e, Great questions,please find attached an anonymized Power BI snippet showcasing our portfolio dashboard (all sensitive data masked). Under the hood, we use Snowflake as our central data warehouse. Nightly Python/R jobs land results there via Airflow, and both Tableau and Power BI pull directly from Snowflake’s schemas. Yes,our consultants have full self-service access in Power BI Service. You can: • Clone and customize any dashboard or report • Tweak forecast parameters, filters and visualizations on the fly • Drill down into the underlying Snowflake tables for ad-hoc analysis If you’d like a quick walkthrough of that self-service layer, I’m happy to demo it live on Thursday. Let me know if you need anything else ahead of our call. Looking forward to it! Best, Jasmine

Hi B***e, Here’s the detail you asked for: 1. Snowflake access - Production schemas remain read-only for consultants to protect core data. - We’ve provisioned a dedicated staging schema where you can write back for scenario planning,create temp tables, tweak parameters, test “what-if” cases, etc. Access is governed via roles, so you’ll have full write privileges in staging without risking the production layer. 2. GitLab branching for Airflow DAGs - We follow a trunk-based model: all DAGs live in a protected main branch. - Engineers create short-lived feature branches off main for new DAGs or updates, then merge via MR with automated CI checks (linting, unit tests). - This approach keeps our CI/CD fast, reduces merge conflicts, and maintains a single source of truth. Let me know if you’d like our internal RBAC/GitLab branching docs or a quick walkthrough on Thursday. Looking forward to our deeper dive! Best, Jasmine

Hi B***e, Great questions,here’s a bit more detail: 1. Snowflake governance & auditing - Staging-write access is granted via a dedicated “STAGING_WRITER” role. - Any grant/revoke goes through our Infrastructure-as-Code pipeline (Terraform in GitLab), so permission changes require an MR with peer review and automated linting. - Snowflake’s ACCOUNT_USAGE and ACCESS_HISTORY views capture every DDL/GRANT event, and we retain those logs indefinitely for audit. - We also enforce time-bound role assignments: if you need elevated staging rights beyond your default, you open a short-lived ticket in our ITSM tool and get auto-expiry credentials. 2. GitLab CI coverage & rollback - We target ≥85% unit-test coverage on all Airflow DAGs (via pytest and custom DAG validators). - Integration tests spin up a temporary Airflow container to verify DAG parseability, task dependencies and schema reads/writes. - Every pipeline runs linting, unit tests and integration jobs; a failed job blocks the merge. - For rollback, our deploy pipeline tags each release; if a post-merge DAG fails health checks (we run canary runs in dev), the pipeline auto-reverts to the last green tag and notifies the team via Slack. If you’d like to review our governance docs or see a snapshot of our CI coverage report before Thursday, just let me know. Looking forward to walking through this live on our call! Best regards, Jasmine HR Recruiter, StrategyBrain