Investment Analyst

Investment Analyst

Liverpool Full-Time 36000 - 60000 £ / year (est.) No home office possible
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Foundation Recruitment

At a Glance

  • Tasks: Create and enhance financial models, support investment transactions, and lead AI initiatives.
  • Company: Dynamic real estate investor committed to sustainability and innovation.
  • Benefits: Competitive salary, career progression, and a chance to make a real impact.
  • Other info: Collaborative culture with opportunities for growth in a diverse environment.
  • Why this job: Join a forward-thinking team driving change in the real estate industry.
  • Qualifications: Strong Excel skills, AI curiosity, and experience in investment analysis.

The predicted salary is between 36000 - 60000 £ per year.

Committed to driving real change in the real estate industry, our client has a remarkable 20 years history of success linked to re-imagining of the built environment. With an expanding portfolio of over 8m Sqft across 8 countries, the company passionately drives real change, championing a carbon pledge which is amongst the most progressive in the industry, with a target of becoming Net Zero by 2028.

If you are motivated to progress your career in the private equity arena – re-imagining how real estate can solve real needs – with a business which responds to social, economic, environmental and health challenges, we would love to hear from you.

Your Responsibilities

  • Creating new and amending exisiting financial models in excel
  • Supporting both investment and development transactions, by assisting the team with IMC recommendations
  • Leading the teams AI and Tech aspirations
  • Leading the automation of pipeline reprts and their amendment
  • Research projects with a view to developing insightful analysis
  • Creating internal presentations

What we are Looking For

  • You must be AI curious and demonstrate how and why you use it in your current role
  • Highly accomplished in creating complex excel models from scratch
  • Experience in BTR and logisitics would be advantageous
  • You must be organised with strong record keeping skills and be able to multi task and prioritise
  • You will be motivated to handle and interpret large quantities of data in order to lead to smarter investment analysis decisions

Its important to note that this role has been created to assist the investment Associates already in place. As such we are particulalry keen to hear from candidates who are happy to progress their career in a pivotal, supporting, analytical role. Equally key is your familiarity with and interest in technology and AI. As the business continues to embrace advancements in these areas, they are hoping to bring in an individual who is already highly aligned in this regard.

This is an amazing role to join a culturally diverse, collaborative and socially atuned investor as they seek to build out their UK platform at scale and pace.

Investment Analyst employer: Foundation Recruitment

As an Investment Analyst with our client, you will be part of a forward-thinking company that is not only committed to transforming the real estate sector but also prioritises sustainability with a bold Net Zero target by 2028. The work culture is collaborative and diverse, offering ample opportunities for professional growth and development in a dynamic environment that embraces technology and innovation. Join a team that values your contributions and supports your career progression while making a meaningful impact on social and environmental challenges.
Foundation Recruitment

Contact Detail:

Foundation Recruitment Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Analyst

✨Tip Number 1

Network like a pro! Reach out to professionals in the investment and real estate sectors on LinkedIn. Join relevant groups, engage in discussions, and don’t be shy about asking for informational interviews. We all know that sometimes it’s not just what you know, but who you know!

✨Tip Number 2

Prepare for those interviews by researching the company inside out. Understand their projects, values, and recent news. We want you to show them that you’re not just another candidate; you’re genuinely interested in how they’re driving change in the real estate industry.

✨Tip Number 3

Practice your Excel skills! Since this role involves creating complex financial models, brush up on your Excel techniques. We suggest doing some mock exercises or even sharing your knowledge with others to reinforce your skills. Confidence in your abilities will shine through during interviews.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform. Let’s get you one step closer to that Investment Analyst role!

We think you need these skills to ace Investment Analyst

Financial Modelling
Excel Proficiency
Investment Analysis
Data Interpretation
Record Keeping
Multi-tasking
Prioritisation
AI Familiarity
Technology Awareness
Research Skills
Presentation Skills
Analytical Skills
Collaboration
Organisational Skills

Some tips for your application 🫡

Show Your Passion for Change: When writing your application, let us see your enthusiasm for driving real change in the real estate industry. Share any experiences or projects that highlight your commitment to sustainability and innovation, especially if they align with our carbon pledge.

Highlight Your Excel Skills: Since creating complex financial models is a key part of the role, make sure to showcase your Excel expertise. Include specific examples of models you've built or improved, and how they contributed to smarter investment decisions.

Demonstrate Your AI Curiosity: We’re looking for someone who’s AI curious! In your application, explain how you’ve used AI in your current role and how it can enhance investment analysis. This will show us that you’re aligned with our tech aspirations.

Keep It Organised and Clear: Your application should reflect your organisational skills. Make sure it’s well-structured and easy to read. Use bullet points where necessary and keep your language clear and concise to demonstrate your ability to handle large quantities of data effectively.

How to prepare for a job interview at Foundation Recruitment

✨Know Your Numbers

As an Investment Analyst, you'll be expected to create and amend financial models in Excel. Brush up on your Excel skills and be ready to discuss specific examples of complex models you've built. This will show your technical prowess and give you confidence during the interview.

✨Show Your AI Curiosity

The company is looking for someone who is AI curious. Be prepared to share how you've used AI in your current role or projects. Discuss any tools or technologies you've explored and how they can enhance investment analysis. This will demonstrate your alignment with their tech aspirations.

✨Research the Company’s Impact

Familiarise yourself with the company's carbon pledge and their commitment to becoming Net Zero by 2028. Be ready to discuss how you can contribute to these goals through your analytical work. Showing that you understand their mission will set you apart from other candidates.

✨Organise Your Thoughts

Given the multi-tasking nature of the role, practice articulating how you prioritise tasks and manage large data sets. Prepare examples of how you've successfully handled similar responsibilities in the past. This will highlight your organisational skills and ability to thrive in a fast-paced environment.

Investment Analyst
Foundation Recruitment
Location: Liverpool
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