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- Tasks: Join us as a Portfolio Analyst, managing loans and conducting financial analysis.
- Company: Be part of a well-capitalised real estate lender with a positive work culture.
- Benefits: Enjoy flexible working, a great benefits package, and sponsorship for ACCA qualification.
- Why this job: Gain diverse experience, contribute fresh ideas, and thrive in a supportive environment.
- Qualifications: 6-12 months finance experience, strong Excel skills, attention to detail, and good communication.
- Other info: Hybrid working model with a Mayfair office location and a salary of £35-40,000.
The predicted salary is between 28000 - 40000 £ per year.
This is an opportunity to join an established, well capitalised real estate alternate lender as a portfolio analyst. The role is a mixture of finance and analysis and loan asset management.
A few reasons why this might appeal to you:
- You will gain broad experience across the property finance portfolio management function
- You will be encouraged to bring new ideas and fresh thinking to the team
- Flexible working (3 days per week in the office)
- Great employee benefits package
- They have a positive, collegiate working environment
- They will sponsor you to do an accounting (likely ACCA) qualification
What they need:
- 6-12 months of experience of working in finance, likely in an accounting/finance function (practice or client side) or some kind of reporting role.
- High level of proficiency in Excel
- Very strong attention to detail
- Able to manage and track multiple workflows
- Strong communication skills
A more detailed job spec:
- Loan management: Supporting with reviewing loan agreements to on-board newly closed loans into the loan management system, as well as overseeing any loan amendments
- Monitoring the live loan book (including insurance, LTVs, covenants, monthly drawdowns)
- Assisting with maintaining financial accuracy of all loans within loan management system
- Assisting Risk team in reviewing key reports and updating internal systems/database
- Financial analysis: Assisting Finance, Risk and Origination teams with ad-hoc analysis (including collecting and analysing data on existing loan book for raising institutional capital)
- Generating & critiquing loan and redemption statements for borrowers
- Monitoring of cash and other banking activities
- Analysing short-term cash demands and inflows for treasury management
- Providing information and analysis to both corporate & fund auditors
- Assembling and analysing data for further institutional funding
- Reporting to external funding partners
Other information: Hybrid working, Mayfair office location. Salary range £35-40,000 + discretionary bonus + good benefits package.
Portfolio Analyst - Property Finance employer: Caravel
Contact Detail:
Caravel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Analyst - Property Finance
✨Tip Number 1
Familiarise yourself with the property finance sector. Understanding current trends, key players, and market dynamics will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your Excel skills, especially functions related to financial analysis and data management. Being able to showcase your proficiency during discussions can set you apart from other candidates.
✨Tip Number 3
Network with professionals in the property finance industry. Attend relevant events or join online forums to connect with people who can provide insights or even refer you to opportunities within their organisations.
✨Tip Number 4
Prepare to discuss your experience with loan management and financial analysis. Be ready to share specific examples of how you've handled similar tasks in previous roles, as this will highlight your suitability for the position.
We think you need these skills to ace Portfolio Analyst - Property Finance
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance, particularly any roles related to accounting or reporting. Emphasise your proficiency in Excel and attention to detail, as these are crucial for the Portfolio Analyst position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with their needs, particularly your ability to manage multiple workflows and communicate effectively. Share any innovative ideas you have that could benefit their portfolio management function.
Showcase Relevant Experience: When detailing your work experience, focus on specific tasks that relate to loan management and financial analysis. Use quantifiable achievements where possible, such as improvements in efficiency or accuracy in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is clear and concise. A polished application reflects your strong attention to detail, which is essential for this role.
How to prepare for a job interview at Caravel
✨Showcase Your Excel Skills
Since a high level of proficiency in Excel is a must-have for this role, be prepared to discuss your experience with Excel during the interview. Highlight specific functions or projects where you've used Excel to analyse data or manage workflows.
✨Demonstrate Attention to Detail
This position requires a strong attention to detail, especially when reviewing loan agreements and financial reports. Prepare examples from your past work where your meticulousness made a difference, and be ready to explain how you ensure accuracy in your tasks.
✨Prepare for Financial Analysis Questions
Expect questions related to financial analysis and loan management. Brush up on key concepts and be ready to discuss any relevant experience you have in analysing financial data, managing cash flows, or working with loan portfolios.
✨Communicate Clearly and Confidently
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and confidently, especially when discussing complex financial topics. Consider doing mock interviews to refine your communication style.
