Portfolio Analyst - BTR

About the Company

A real estate investment and asset management business specialising in purpose-built residential living (Build-to-Rent and Purpose-Built Student Accommodation) across the UK, backed by institutional capital. The company operates a growing portfolio of thousands of student beds and residential apartments across major UK cities, with expansion interests in Europe.

Role Overview

This Portfolio Analyst position sits within the Finance/Asset Management team and offers exposure to portfolio performance analysis, investment analysis, and strategic planning within a data-driven real estate platform.

Key Responsibilities

• Monitor and analyse the residential portfolio performance across BTR and PBSA assets
• Prepare portfolio performance reports tracking KPIs (occupancy, rental growth, operating costs, NOI)
• Maintain financial models and dashboards for performance monitoring and forecasting
• Support investment transactions, refinancing, underwriting, and due diligence processes
• Deliver investor and lender reporting with accuracy and insight
• Collaborate across asset management, finance, and operations teams
• Conduct market research, benchmarking, and competitor analysis
• Contribute to annual business planning, quarterly reporting, and board materials

Ideal Candidate

• 2+ years\’ experience in real estate, investment management, corporate finance, or analytical roles
• Strong financial modelling and Excel skills (Power BI experience advantageous)
• Understanding of investment metrics and portfolio reporting
• Exposure to real estate valuation or debt processes desirable
• Degree in Real Estate, Finance, Economics, or related field advantageous
• Excellent analytical skills, attention to detail, and numeracy
• Strong communication skills with ability to present to senior stakeholders
• Proactive, organised, and capable of managing multiple priorities

What\’s Offered

• High-growth platform with institutional backing
• Exposure across BTR and PBSA sectors (UK and Europe)
• Entrepreneurial culture with flat structure and senior management access
• Competitive compensation
• Hybrid working potential