Finance Analyst – Real Estate Lending in Hampshire, Portsmouth

Finance Analyst – Real Estate Lending in Hampshire, Portsmouth

Portsmouth +1 Full-Time 40000 - 50000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage loan portfolios, track cashflows, and support financial operations.
  • Company: Dynamic real estate development and bridging lender with growth opportunities.
  • Benefits: Competitive salary, bonus potential, and hybrid working model.
  • Other info: Join a lean team and enjoy a proactive work environment.
  • Why this job: Gain hands-on experience in real estate lending and shape financial processes.
  • Qualifications: Experience in lending or finance, strong attention to detail, and tech-savvy.

The predicted salary is between 40000 - 50000 £ per year.

Caravel are supporting a growing real estate development and bridging lender that is looking to hire a Finance Analyst into their team. This is a broad, hands-on role supporting both the ongoing management of a live loan portfolio and the day-to-day financial operations that keep the platform running smoothly.

The Role

  • Supporting loan portfolio management – tracking positions, monitoring cashflows, and maintaining accurate records
  • Managing payments and reconciliations, including broker fees and lender-related transactions
  • Assisting with payroll and general finance operations
  • Maintaining accurate financial data to support reporting and decision-making
  • Working with internal systems and tools as the business continues to embrace automation and improve processes

Why this role?

This is a strong opportunity for someone who wants exposure to real estate lending, rather than being siloed into a pure accounting role. You’ll gain visibility across how a lender actually operates — from loan execution through to ongoing asset and cashflow management — in a business where you can take real ownership and help shape processes as it grows.

What they’re looking for

  • Experience working within a lending environment, ideally real estate, bridging, or development finance — though broader private credit experience is also relevant
  • Background in bookkeeping, finance, or financial analysis
  • Comfortable working with technology and systems, with an interest in automation and process improvement
  • Strong attention to detail and confidence handling reconciliations and financial data
  • Organised, proactive, and comfortable in a hands-on, lean team

Nice to have:

  • Experience using Xero

£40,000–£50,000 + c.20% bonus

Hybrid working – 3 days in the office (Mayfair), 2 days WFH

Locations

PortsmouthHampshire

Finance Analyst – Real Estate Lending in Hampshire, Portsmouth employer: Caravel

Caravel is an exceptional employer for those seeking a dynamic role in finance within the real estate sector. With a strong emphasis on employee growth and a collaborative work culture, you will have the opportunity to gain hands-on experience in real estate lending while enjoying the benefits of hybrid working in the vibrant Mayfair area. The company fosters innovation and process improvement, allowing you to take ownership of your work and contribute meaningfully to the team's success.

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Contact Details:

Caravel Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Analyst – Real Estate Lending in Hampshire, Portsmouth

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Caravel. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Finance Analyst – Real Estate Lending in Hampshire, Portsmouth

Loan Portfolio Management
Cashflow Monitoring
Financial Record Keeping
Payments Management
Reconciliation Skills
Payroll Assistance
Financial Data Accuracy

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Caravel.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Caravel's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Caravel

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Caravel.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Caravel will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Caravel employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.