At a Glance
- Tasks: Join our Living Real Estate team to analyse and manage investments across the UK and Europe.
- Company: PATRIZIA, a leading global partner in real estate investment.
- Benefits: Flexible hybrid working, extensive training, and additional holiday for social engagement.
- Other info: Inclusive workplace with a strong community spirit and commitment to diversity.
- Why this job: Gain hands-on experience in asset management and investment execution in a dynamic sector.
- Qualifications: Degree in finance or related field; strong analytical skills and financial modelling experience.
The predicted salary is between 29700 - 36300 £ per year.
We are seeking an ambitious and commercially minded Investment Analyst to join our Living Real Estate team.
The role will focus primarily on the UK market, while also supporting investments across broad range of European Living sectors (e. g. residential, PBSA, senior living, alternative living).
Working within the Living Investment Management team, the successful candidate will play a central role across the full investment lifecycle, combining asset management, investment analysis, financial modelling and transaction execution.
The individual will work closely with senior investment professionals, operating partners and external advisers to identify and execute value creation initiatives across existing assets while supporting the underwriting and execution of new investment opportunities.
This is an excellent opportunity for an analytically strong and entrepreneurial real estate professional seeking exposure to both asset management and investment execution within one of the most dynamic sectors of European real estate.
- Your Responsibilities
- Asset and Investment Management
- Manage and maximize value of existing assets within the UK portfolio, through active asset management and business plan implementation.
- Lead the annual budgeting and business planning process including monitoring operational, leasing, financial and ESG performance against business plan.
- Work closely with third-party operators, property managers, leasing agents and development partners to optimise performance.
- Identify and implement asset-level value creation initiatives.
- Monitor and ensure compliance with all applicable regulatory, legal, contractual and corporate governance requirements across the portfolio.
- Contribute to portfolio-level performance analysis and reporting for internal and external.
- Support valuation processes and business plan updates across the portfolio.
- Investment and Transactions
- Conduct detailed analysis of new investment opportunities across the Living sector (Residential, PBSA and Alternative Living) primarily in the UK and selectively across Europe.
- Perform comprehensive and sophisticated financial modelling and cash flow analysis for core, impact and value add strategies.
- Conduct detailed Due Diligence of new opportunities including; Reviewing property documentation, assessing commercial fundamentals, analysing macro and micro trends and deal characteristics, and producing a detailed report supported by market data.
- Preparation of internal documentation and reports, including top quality Investment Memorandum, Investment Committee approval papers and any other documentation necessary for the execution of the transaction.
- Supporting the transaction process and assisting in the preparation of offers letters, Memorandum of Understanding / Heads of Terms, and any other document throughout the deal negotiations.
- Assist and manage Due Diligence process, including reviewing transaction documentation liaising and managing key stakeholder both internal and external - commercial, Legal and Tax advisors.
- Contribute to the monitoring of financial, operational and strategic KPIs across the portfolio.
- Assist in the execution and optimisation of asset level and portfolio level business plans.
- Support internal monitoring and reporting processes, including pipeline management and deal tracking.
- Portfolio & Reporting
- Prepare reporting documentation, regulatory requirements and other portfolio management materials.
- Support internal reporting processes and strategic portfolio reviews.
- Present investment recommendations, strategic initiatives and complex analyses clearly and effectively to senior stakeholders.
- What we look for
- Bachelor’s or master’s degree in economics, finance, real estate, or a related field.
- Initial professional experience ideally within a financial institution, real estate or similar.
- Strong analytical and numerical skills with a clear interest in Living real estate.
- Solid financial modelling capabilities and strong Excel proficiency.
- Familiarity with financial modelling tools (Power BI,) is an advantage.
- Strong written, presentation and verbal communication skills (Powerpoint, etc).
- Additional European languages are a plus.
- Comfortable working in an international, fast‑paced environment.
What we offer
- Flexible working: A hybrid working model with an average of two remote working days per week*
- Personal Development: Extensive internal training and development opportunities via our PATRIZIA Academy
- International & inclusive environment: An inclusive, equal-opportunity workplace within an international company, actively promoted by our ED&SP Council
- Time for social engagement: Two additional days’ holiday, e. g. for projects run by our PATRIZIA Foundation
- Strong community spirit: Active employee initiatives and networks
We’re proud to be an equal opportunity workplace.
At PATRIZIA, we are committed to leading the industry in how we advance the equity, diversity and inclusion of our global teams.
The opinion and experience of each individual counts.
With inherent trust in each other, we do our greatest work steeped in courage, integrity, optimism and tenacity.
PATRIZIA: A leading partner for global real assets As a company with operations around the world, PATRIZIA has been offering investment opportunities in real estate and infrastructure assets for institutional, semi-professional and private investors for 37 years.
PATRIZIA manages more than EUR 47 billion in assets and employs over 800 professionals at 24 locations worldwide.
Through its PATRIZIA Foundation, the company is committed to social responsibility.
The Foundation has helped over 230,000 children in need worldwide gain access to education and thus, has given them the chance of a better life over the last 21 years.
- You can find further information at
- #J-18808-Ljbffr
Investment Management Analyst (m/f/d) in London employer: 1130 PATRIZIA UK Ltd.
PATRIZIA is an exceptional employer for students seeking a part-time role in Investment Technology, offering maximum flexibility to balance work with academic commitments. With a hands-on approach, you'll gain relevant practical experience while contributing to exciting projects in a supportive and diverse international environment. The company prioritises learning and development through its PAT Academy, ensuring you have access to specialist training and personal growth opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Management Analyst (m/f/d) in London
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We think you need these skills to ace Investment Management Analyst (m/f/d) in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like 1130 PATRIZIA UK Ltd. want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
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How to prepare for a job interview at 1130 PATRIZIA UK Ltd.
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
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As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing with1130 PATRIZIA UK Ltd..