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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 and sustainable growth.
- Benefits: Enjoy a competitive salary, discretionary bonuses, and flexible work options after probation.
- Why this job: Be part of a high-performing team with opportunities for career development and collaboration.
- Qualifications: Degree qualified or equivalent experience in finance, with strong analytical and communication skills.
- Other info: Full-time role based in Wilmslow, with a 6-month office-based probation period.
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
Investment Analyst employer: Halecroft Recruitment
Contact Detail:
Halecroft Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Analyst
✨Tip Number 1
Network with professionals in the financial services and real estate sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues or mentors who can provide insights into the role and possibly refer you.
✨Tip Number 2
Familiarise yourself with the latest trends in commercial real estate and investment analysis. Read relevant publications, follow market news, and understand the key performance indicators that affect loan portfolios to demonstrate your knowledge during interviews.
✨Tip Number 3
Prepare for the interview by practising common investment analyst scenarios. Be ready to discuss how you would handle under-performance risks or conduct credit analysis, showcasing your analytical skills and problem-solving abilities.
✨Tip Number 4
Showcase your proficiency in MS Excel and financial modelling during the application process. Consider creating a portfolio of relevant projects or analyses you've completed to highlight your technical skills and attention to detail.
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, be sure to mention your proficiency in MS Office, especially Excel, as well as your attention to detail and proactive approach. These are key attributes that the company is looking for in their ideal candidate.
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 and professionalism, which are crucial for the role of an Investment Analyst.
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 how you've successfully conducted financial analysis or credit assessments in previous roles.
✨Demonstrate Relationship Management
This role involves maintaining strong borrower relationships. Think of instances where you've effectively managed stakeholder relationships or resolved conflicts. Highlight your communication skills and ability to collaborate with various teams.
✨Prepare for Technical Questions
Expect questions related to loan performance monitoring and credit analysis. Brush up on key concepts in real estate finance and be ready to discuss how you would approach covenant testing or preparing credit reviews.
✨Exhibit Attention to Detail
Attention to detail is vital in this position. During the interview, provide examples of how your meticulous nature has positively impacted your work. This could include successful project completions or error-free reports you've produced.
