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- Tasks: Join us as a Junior Portfolio Analyst, analysing funding opportunities and managing borrower relationships.
- Company: Be part of a dynamic and growing business in Henley on Thames.
- Benefits: Enjoy a competitive salary, 33 days holiday, and a discretionary bonus.
- Why this job: Gain hands-on experience in portfolio management and contribute to impactful financial decisions.
- Qualifications: Strong analytical skills and a background in financial analysis are essential; real estate experience is a plus.
- Other info: Office-based role with occasional site travel; free onsite parking available.
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
Junior Portfolio Analyst employer: Fifteen Network
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 latest trends in real estate finance and development. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field, making you a more attractive candidate.
✨Tip Number 2
Network with professionals in the property and finance sectors. Attend industry events or join relevant online forums to connect with potential colleagues or mentors who can provide insights and possibly refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss specific examples of your analytical skills and financial modelling experience. Be ready to explain how you've applied these skills in past roles or projects, as this will showcase your capability to handle the responsibilities of a Junior Portfolio Analyst.
✨Tip Number 4
Demonstrate your understanding of credit analysis by reviewing case studies or recent loan applications. Being able to discuss these examples during your interview will show that you are proactive and well-prepared for the role.
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 real estate or development 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 past experiences where you've conducted detailed analysis or produced structured reports, as these are key attributes for the role.
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.
✨Understand the Role of Credit Analysis
Familiarise yourself with credit analysis concepts and be ready to explain how you would approach producing structured reports. Highlight any relevant experience you have in this area, as it will demonstrate your capability to meet the job's requirements.
✨Prepare for Scenario Analysis Questions
Expect questions related to scenario analysis and local market research. Brush up on your knowledge of economic trends and be ready to discuss how you would conduct due diligence on funding opportunities.
✨Demonstrate Strong Communication Skills
Since the role involves engaging with property professionals and stakeholders, practice articulating your thoughts clearly. Prepare to discuss how you've built relationships in the past and how you would communicate complex information to non-technical audiences.
