Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Portfolio Management Analyst, focusing on financial analysis and strategic decision-making.
- Company: We're a leading global real estate investment firm operating in top cities worldwide.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: Be part of an innovative firm shaping the future of housing investment globally.
- Qualifications: 4+ years in asset management or financial analysis; strong Excel skills required.
- Other info: Ideal for detail-oriented, strategic thinkers passionate about real estate.
The predicted salary is between 36000 - 60000 £ per year.
A leading global real estate investment firm is seeking a highly motivated Portfolio Management Analyst to join their dynamic team. Specializing in the Living sector, the company operates across multiple international markets, managing a diverse portfolio in some of the world’s top cities.
About the Role
As a Portfolio / Asset Management Analyst, you will play a key role in financial analysis, portfolio management, and strategic decision-making. Working closely with senior team members, you will contribute to budgeting, forecasting, performance analysis, and investment strategy development. You will also collaborate with cross-functional teams to enhance portfolio efficiency and support asset transactions, valuations, and refinancing activities.
Key Responsibilities
- Assist in the preparation of annual budgets and financial models.
- Analyse revenue, operational costs, and capital expenditures.
- Support buy/sell/hold strategy development and portfolio performance assessments.
- Monitor market trends, competition, and performance impacts.
- Prepare performance reports for internal and external stakeholders.
Asset & Transaction Support
- Collaborate with operations, finance, and real estate teams to optimize asset performance.
- Track asset values and support financial analysis for acquisitions and refinancing.
- Conduct site visits and contribute to valuations and investment decision-making.
Strategic & Operational Responsibilities
- Support property reviews and investor performance evaluations.
- Work with senior stakeholders to address asset performance variances.
- Provide data insights and recommendations to aid strategic decision-making.
About You
- 4+ years of professional experience in asset management, real estate, or financial analysis.
- Strong analytical and financial modelling skills, particularly in Microsoft Excel.
- Experience in return appraisals and financial performance evaluation.
- Strong stakeholder management and relationship-building abilities.
- Proficiency in report preparation and presenting financial insights.
- Ability to work independently while thriving in a fast-paced, team-oriented environment.
- Degree-level education or equivalent experience.
- Background in student accommodation, hospitality, or residential sectors.
- Exposure to structuring and executing high-value deals.
Why Join Us?
This is an exciting opportunity to be part of a forward-thinking real estate investment firm that values innovation, collaboration, and impact. The company offers a fast-paced environment where your expertise will contribute to shaping the future of housing investment globally. If you are a detail-oriented, strategic thinker with a passion for real estate and investment analysis, we’d love to hear from you!
Portfolio Analyst - Global Investment Firm employer: Madison Berkeley
Contact Detail:
Madison Berkeley Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst - Global Investment Firm
✨Tip Number 1
Network with professionals in the real estate investment sector. Attend industry events, webinars, or local meetups to connect with people who work at global investment firms. Building relationships can lead to valuable insights and potential referrals.
✨Tip Number 2
Stay updated on market trends and developments in the living sector. Follow relevant news sources, subscribe to industry reports, and engage in discussions on platforms like LinkedIn. This knowledge will help you demonstrate your expertise during interviews.
✨Tip Number 3
Prepare to discuss specific financial models and analyses you've worked on in previous roles. Be ready to explain your thought process and the impact of your contributions on portfolio performance. This will showcase your analytical skills effectively.
✨Tip Number 4
Familiarise yourself with the company's portfolio and recent transactions. Understanding their strategic goals and challenges will allow you to tailor your conversations and show how you can add value to their team.
We think you need these skills to ace Portfolio Analyst - Global Investment Firm
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in asset management, real estate, or financial analysis. Emphasise your analytical skills and any specific projects that demonstrate your ability to contribute to portfolio management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for real estate and investment analysis. Mention specific experiences that align with the key responsibilities of the role, such as budgeting, forecasting, and performance analysis.
Highlight Technical Skills: Since strong analytical and financial modelling skills are crucial for this position, ensure you mention your proficiency in Microsoft Excel and any other relevant software. Provide examples of how you've used these skills in previous roles.
Showcase Stakeholder Management: Demonstrate your ability to build relationships and manage stakeholders effectively. Include examples of how you've collaborated with cross-functional teams or contributed to strategic decision-making in past positions.
How to prepare for a job interview at Madison Berkeley
✨Showcase Your Analytical Skills
As a Portfolio Analyst, strong analytical skills are crucial. Be prepared to discuss specific examples of how you've used financial modelling and analysis in your previous roles. Highlight any experience you have with Microsoft Excel, as this will be key in your day-to-day tasks.
✨Understand the Market Trends
Familiarise yourself with current market trends in the real estate sector, especially in the Living sector. Being able to discuss recent developments or challenges in the industry will demonstrate your genuine interest and knowledge, making you a more attractive candidate.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities. Think about past experiences where you had to make strategic decisions or manage stakeholder relationships, and be ready to explain your thought process and the outcomes.
✨Emphasise Team Collaboration
Since the role involves working closely with cross-functional teams, highlight your teamwork and collaboration skills. Share examples of how you've successfully worked with different departments to achieve common goals, showcasing your ability to thrive in a team-oriented environment.
