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- Tasks: Join our team as a Senior Finance Associate, focusing on portfolio performance and financial analysis.
- Company: Be part of a leading Private Equity firm with a strong reputation in investment management.
- Benefits: Enjoy perks like medical insurance, tuition assistance, and a pension plan.
- Why this job: This role offers hands-on experience in finance, collaboration with top professionals, and impactful work.
- Qualifications: A degree in Finance or related field and up to 2 years of relevant experience are required.
- Other info: Ideal for those passionate about real estate and financial markets, with opportunities for professional growth.
The predicted salary is between 72000 - 88000 £ per year.
The Portfolio Analytics Associate will play a crucial role within the Real Estate Portfolio Analytics team, focusing on maintaining the accuracy and integrity of the portfolio’s performance records. This position serves as a financial partner to the investment, investor relations, and portfolio management teams, providing essential insights, analyses, and reporting regarding the investments contained within the portfolio. Effective communication with both the finance and investment teams is vital to ensure all team members are equipped with the necessary data and insights regarding each property and the overall portfolio. The position requires a thorough understanding of the portfolio's investments, including recent activities and the current financial standing of the portfolio.
Key Responsibilities:
- Support the quarterly production of performance track records for properties, investments, and funds.
- Prepare quarterly and year-end reports, which include portfolio update slides, executive summaries, fund and asset level dashboards, and year-end summaries for stakeholder communication.
- Identify and develop tools and analyses using Yardi, Chatham, and Anaplan platforms to enhance the team’s efficiency in accessing real-time data.
- Assist with ongoing financial modeling needs for both the Portfolio Analytics team and the broader Real Estate platform, serving as a subject matter expert for Real Estate models and tools while continuously evaluating and improving them.
- Diligently track investment activities to keep the team updated on upcoming acquisitions and dispositions, as well as portfolio construction and investment pacing.
- Collaborate with the Investor Relations team to update marketing materials by utilizing financial data and portfolio performance records.
- Partner with the Investment team to analyze individual properties and their contributions to the portfolio.
- Generate and maintain timely and accurate reports related to portfolio and asset management for senior management.
Qualifications:
- Bachelor's degree in Finance, Economics, Financial Mathematics, Accounting, or a related field.
- Entry-level experience to 2 years of relevant experience, preferably in the real estate or private equity industries.
- Advanced Excel skills with experience in financial modeling.
- Progress toward a relevant professional designation such as CFA, CAIA, or CPA is advantageous.
- A strong interest and understanding of financial markets and products.
- Excellent communication skills with the ability to confidently engage with management at all levels.
- Ability to work effectively under pressure and meet strict deadlines.
- Exceptional attention to detail, with a commitment to professionalism and integrity in every aspect of the role.
Senior Finance Associate employer: Private Equity
Contact Detail:
Private Equity Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Finance Associate
✨Tip Number 1
Familiarise yourself with the specific financial tools mentioned in the job description, such as Yardi, Chatham, and Anaplan. Having a solid understanding of these platforms will not only boost your confidence during interviews but also demonstrate your proactive approach to the role.
✨Tip Number 2
Network with professionals in the real estate and private equity sectors. Attend industry events or join relevant online forums to connect with individuals who can provide insights about the company and its culture, which can be invaluable during your interview.
✨Tip Number 3
Prepare to discuss your experience with financial modelling in detail. Be ready to share specific examples of how you've used advanced Excel skills to solve problems or improve processes, as this is a key requirement for the role.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions for your interviewers. This not only reflects your interest in the position but also allows you to engage with them on a deeper level, demonstrating your ability to collaborate effectively with various teams.
We think you need these skills to ace Senior Finance Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly in real estate or private equity. Emphasise your advanced Excel skills and any financial modelling experience, as these are crucial for the role.
Craft a Compelling Cover Letter: In your cover letter, explain why you are interested in the Senior Finance Associate position. Mention specific responsibilities from the job description that excite you and how your background aligns with them.
Showcase Communication Skills: Since effective communication is vital for this role, provide examples in your application of how you've successfully communicated complex financial information to various stakeholders in the past.
Highlight Attention to Detail: Given the importance of accuracy in maintaining performance records, include examples of how your attention to detail has positively impacted your previous work. This could be through error reduction or improved reporting processes.
How to prepare for a job interview at Private Equity
✨Know Your Numbers
As a Senior Finance Associate, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be prepared to discuss how they relate to portfolio performance. This will show your understanding of the role and its impact on the company's success.
✨Master Financial Modelling
Since the role involves financial modelling, ensure you can confidently discuss your experience with tools like Excel. Be ready to provide examples of models you've built or improved, and how they contributed to decision-making processes in previous roles.
✨Communicate Effectively
Effective communication is crucial in this position. Practice articulating complex financial concepts in a clear and concise manner. You may be asked to explain your analyses to non-financial stakeholders, so showcasing your ability to bridge that gap will be beneficial.
✨Showcase Your Attention to Detail
Given the importance of accuracy in financial reporting, be prepared to discuss how you ensure precision in your work. Share specific examples where your attention to detail made a significant difference in your previous roles, especially in high-pressure situations.
