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- Tasks: Join us as a Junior Portfolio Analyst, diving into portfolio management and loan analysis.
- Company: Be part of a dynamic and growing business in Henley on Thames.
- Benefits: Enjoy a competitive salary, 33 days holiday, and free onsite parking.
- Why this job: Gain hands-on experience in finance while contributing to impactful projects and building relationships.
- Qualifications: Strong analytical skills and a background in financial analysis are essential; real estate experience is a plus.
- Other info: This role includes occasional site travel and opportunities for process automation.
The predicted salary is between 30000 - 40000 £ per year.
Salary: £30,000 – £40,000
Job Type: Full-time, Permanent
Location: Office-based (Henley on Thames) with occasional site travel
Additional Benefits:
- Discretionary bonus
- 33 days holiday (inclusive of Bank Holidays)
- Free onsite parking
We are looking for a Junior Portfolio Analyst to support the Head of Analysis and Development within a dynamic and growing business. This is an exciting opportunity to work across various aspects of portfolio management, with exposure to both new funding opportunities and the ongoing oversight of the existing loan book. This role involves detailed analysis and research of development loan applications, preparing materials for credit committee review, and assisting with the management of borrower relationships. You’ll contribute to regular portfolio reviews and play a key role in maintaining robust underwriting and investment standards.
Key Responsibilities
- Conducting in-depth due diligence on funding opportunities, including scenario analysis, local market research, and financial modelling
- Supporting the preparation of credit papers and internal board reporting
- Assisting in the creation and maintenance of internal models
- Handling documentation and administration for new loan facilities
- Performing market research and reviewing economic trends to inform analysis
- Assisting with audit tasks and managing interest/redemption statements
- Updating portfolio systems and producing regular and ad hoc reporting
- Identifying opportunities for process automation and efficiency
- Engaging regularly with property professionals and SME developers
- Representing the Portfolio team across the wider business
- Attending site visits for active developments and new opportunities
Key Attributes
- Strong numeracy and analytical skills, with a background in financial analysis and modelling
- Credit analysis experience with the ability to produce high-quality, structured reports
- Understanding of financial risk concepts
- Familiarity with legal documentation is advantageous
- Able to work independently and take initiative, as well as collaborate within a team
- Organised and adaptable with strong multitasking abilities
- Excellent communication skills, both written and verbal, with confidence speaking to stakeholders and non-technical audiences
- Customer-focused with strong relationship-building skills
- Prior experience in real estate debt or development finance is preferred
- A full UK Driving Licence and access to a vehicle are desirable
Contact Detail:
Fifteen Network Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Portfolio Analyst
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Junior Portfolio Analyst. Understanding the nuances of due diligence, financial modelling, and credit analysis will help you speak confidently about your relevant skills during interviews.
✨Tip Number 2
Network with professionals in the real estate and finance sectors. Attend industry events or join online forums to connect with people who can provide insights into the role and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Stay updated on current market trends and economic factors that influence portfolio management. Being knowledgeable about these topics will not only enhance your discussions but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss your analytical skills and any relevant experience you have in financial analysis or credit reporting. Be ready to provide examples of how you've successfully managed projects or contributed to team efforts in previous roles.
We think you need these skills to ace Junior Portfolio Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Junior Portfolio Analyst role. Focus on your analytical abilities, financial modelling experience, and any previous work in credit analysis or real estate finance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific responsibilities from the job description that excite you, and explain how your background makes you a great fit for the role.
Highlight Relevant Skills: In your application, emphasise your strong numeracy and analytical skills. Provide examples of how you've successfully conducted market research, prepared reports, or engaged with stakeholders in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role involving financial analysis.
How to prepare for a job interview at Fifteen Network
✨Showcase Your Analytical Skills
As a Junior Portfolio Analyst, strong numeracy and analytical skills are crucial. Be prepared to discuss your experience with financial analysis and modelling, and provide examples of how you've applied these skills in previous roles or projects.
✨Demonstrate Knowledge of Credit Analysis
Since credit analysis is a key part of the role, make sure you understand the fundamentals. Brush up on how to produce structured reports and be ready to explain your approach to assessing financial risk and due diligence.
✨Prepare for Scenario Analysis Questions
Expect questions that test your ability to conduct scenario analysis and market research. Think about past experiences where you've had to analyse different funding opportunities and be ready to discuss your findings and recommendations.
✨Highlight Your Communication Skills
Excellent communication is essential for this role, especially when engaging with stakeholders. Prepare to demonstrate your ability to convey complex information clearly, both in writing and verbally, and share examples of how you've built relationships in previous positions.
