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- Tasks: Join us as a Portfolio Finance Analyst, blending finance, analysis, and loan management.
- Company: Be part of a well-capitalised real estate alternate lender with a positive work culture.
- Benefits: Enjoy flexible working, a great benefits package, and sponsorship for your ACCA qualification.
- Why this job: Gain broad experience, contribute fresh ideas, and thrive in a supportive team environment.
- Qualifications: 6-12 months finance experience, strong Excel skills, attention to detail, and excellent communication.
- Other info: Hybrid working in Mayfair, with a salary range of £35-40,000 plus bonuses.
The predicted salary is between 35000 - 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 work flows
- 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 Finance Analyst employer: Caravel
Contact Detail:
Caravel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Finance Analyst
✨Tip Number 1
Familiarise yourself with the property finance sector. Understanding the nuances of real estate lending and asset management will give you an edge in discussions during interviews. Research current trends and challenges in the market to demonstrate your knowledge.
✨Tip Number 2
Brush up on your Excel skills, as proficiency is a must for this role. Consider taking online courses or tutorials that focus on advanced Excel functions relevant to financial analysis, such as pivot tables and complex formulas, to showcase your capabilities.
✨Tip Number 3
Network with professionals in the finance and property sectors. Attend industry events or join relevant 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 in detail. Be ready to share specific examples of how you've managed workflows, ensured accuracy, and communicated effectively in previous roles to highlight your fit for the position.
We think you need these skills to ace Portfolio Finance Analyst
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 Finance Analyst position.
Craft a Strong 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 specific examples of your past experiences that demonstrate these abilities.
Highlight Relevant Skills: When filling out your application, ensure you highlight your strong communication skills and any experience you have with loan management or financial analysis. This will show that you understand the key responsibilities of the role.
Proofread Your Application: Before submitting your application, take the time to proofread everything. Check for any spelling or grammatical errors, and ensure that all information is accurate and complete. A polished application reflects your 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. Bring examples of how you've used Excel for financial analysis or reporting, and if possible, demonstrate your skills through a practical exercise.
✨Demonstrate Attention to Detail
Attention to detail is crucial in finance roles. Prepare to share specific instances where your attention to detail made a significant impact on a project or task. This could include catching errors in reports or ensuring compliance with loan agreements.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your ability to manage multiple workflows and communicate effectively. Think of examples from your past experience where you successfully juggled various tasks or collaborated with different teams to achieve a common goal.
✨Research the Company and Its Culture
Understanding the company's values and culture will help you align your answers with what they are looking for. Familiarise yourself with their approach to property finance and be ready to discuss how your ideas and fresh thinking can contribute to their positive, collegiate environment.
