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For Companies At a Glance
- Tasks: Support portfolio management, conduct financial analysis, and maintain borrower relationships.
- Company: Join a prestigious financial services firm known for excellence in commercial real estate.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and flexible work options after probation.
- Why this job: Be part of a high-performing team focused on sustainable growth and talent development.
- Qualifications: Degree qualified or equivalent experience in finance, with strong analytical and communication skills.
- Other info: Full-time role with 33.75 hours per week and opportunities for career advancement.
The predicted salary is between 36000 - 60000 £ per year.
A prestigious financial services organisation with a long-standing reputation for excellence and discretion is seeking a motivated and analytically strong individual to join their team in Wilmslow. This is a rare opportunity to join a high-performing team within a growing division that specialises in the management of commercial real estate loan portfolios on behalf of institutional investors. The firm is committed to long-term, sustainable growth and places a strong emphasis on developing talent and collaborative success.
The Role
As an Investment Analyst, you will support the ongoing management and performance of an extensive portfolio. Acting as a key relationship point for borrowers, you will monitor facility performance, conduct credit analysis, and assist in loan restructurings and investor reporting. The role combines financial analysis, stakeholder management, and lending operations.
Key Responsibilities Include:
- Maintaining strong borrower relationships and supporting daily portfolio operations
- Monitoring loan performance and proactively managing under-performance risks
- Conducting financial analysis, covenant testing, and reviewing valuations
- Preparing annual credit reviews and supporting investor reporting cycles
- Assisting with credit applications, restructurings, and loan amendments
- Coordinating with internal teams and external advisors on loan and due diligence
- Participating in site visits, meetings, and wider business initiatives
Ideal Candidate Profile:
- Degree qualified (minimum 2:1) or equivalent experience (3+ years) in real estate, banking, fund management, or a similar financial discipline
- Strong analytical skills and confidence working with financial models and commercial property data
- Excellent written and verbal communication skills, including report writing
- High attention to detail, commercial acumen, and a proactive approach
- Competent in MS Office, particularly Excel
- willingness to travel across the UK and to work from the Wilmslow office full time during the probation period (with flexible arrangements thereafter)
What’s on Offer:
- Competitive base salary with discretionary bonus
- Opportunity to work for a highly respected financial services institution
- Long-term career development with exposure to sophisticated platforms
- Collaborative and inclusive team environment
Hours: 33.75 hrs per week Mon – Fri (9.30am – 5:15pm)
Salary: Competitive + Bonus + Benefits
Contract: Full-time, Permanent
Location: Wilmslow. Office-based during a 6-month probation period, with flexibility to work one day per week from home thereafter
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Familiarise yourself with the commercial real estate market and current trends. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role and the industry.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in investment analysis or real estate. Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Prepare to discuss your analytical skills in detail. Be ready to share examples of how you've successfully used financial models or conducted credit analysis in previous roles, as this will be crucial for the position.
✨Tip Number 4
Showcase your communication skills by practising how to explain complex financial concepts clearly and concisely. This is essential for maintaining strong borrower relationships and will set you apart during the interview process.
We think you need these skills to ace Investment Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in real estate, banking, or fund management. Emphasise your analytical skills and any specific projects that demonstrate your ability to manage financial models and commercial property data.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your understanding of the company's commitment to sustainable growth. Mention how your skills align with the responsibilities of an Investment Analyst, particularly in managing borrower relationships and conducting financial analysis.
Highlight Relevant Skills: In your application, clearly outline your proficiency in MS Office, especially Excel. Provide examples of how you've used these skills in previous roles, particularly in financial analysis or reporting.
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 the Investment Analyst role.
How to prepare for a job interview at Halecroft Recruitment
✨Showcase Your Analytical Skills
As an Investment Analyst, strong analytical skills are crucial. Be prepared to discuss your experience with financial models and commercial property data. Bring examples of past analyses you've conducted and be ready to explain your thought process.
✨Demonstrate Relationship Management
This role involves maintaining strong borrower relationships. Prepare to share examples of how you've successfully managed stakeholder relationships in the past. Highlight your communication skills and any relevant experiences that showcase your ability to build rapport.
✨Prepare for Technical Questions
Expect questions related to credit analysis, loan performance monitoring, and financial reporting. Brush up on key concepts and be ready to discuss how you would approach these tasks in the role. Familiarise yourself with common metrics used in real estate investment.
✨Exhibit a Proactive Mindset
The ideal candidate is proactive in managing risks and performance. Be prepared to discuss situations where you've identified potential issues before they became problems. Show your enthusiasm for taking initiative and contributing to the team's success.
