At a Glance
- Tasks: Drive portfolio reporting and financial analysis for a leading real estate investor.
- Company: Specialist real estate investor with a focus on living assets.
- Benefits: Competitive salary, hybrid working, and discretionary bonuses.
- Other info: Opportunity to enhance reporting processes and work with large datasets.
- Why this job: Join a dynamic team and make an impact in the real estate sector.
- Qualifications: 2+ years in finance or analytical roles with strong Excel skills.
The predicted salary is between 60000 - 90000 £ per year.
Portfolio Analyst / Associate - REAL ESTATE
We’re working with a specialist real estate investor, developer and operator focused on living assets to appoint a
Portfolio Analyst.
The role will work closely with Asset & Investment Management, driving portfolio reporting, financial analysis, performance insight and investment underwriting.
Key responsibilities
- Own monthly revenue and operator reporting
- Produce portfolio-level distribution forecasts
- Analyse P&L performance and identify key drivers
- Maintain leasing trackers and operational data
- Prepare investor reporting and presentations
- Support market analysis and asset-level strategy
- Improve reporting processes, data quality and use of AI
What we’re looking for
- 2+ years’ experience in FP&A, finance, accounting, audit or an analytical role
- Strong Excel and financial modelling skills to include waterfall distributions
- Good understanding of P&L and financial statements
- Strong analytical and commercial judgement
- Experience working with large datasets
- Excellent Power Point and communication skills
- Real estate experience, particularly PBSA/BTR/Co-living, advantageous
- Hybrid working
£60,000 - £90,000 base + Discretionary bonus.
Portfolio Analyst in London employer: Higher Capital Consulting
Join a highly esteemed real estate investor and developer in London, where you'll be empowered to take ownership of projects across the entire development lifecycle. With a strong emphasis on professional growth, you'll work closely with an accomplished Development Director, gaining invaluable experience in planning, design, and commercial decision-making. The company fosters a collaborative and intellectually stimulating work culture, offering competitive bonuses and the chance to develop into a well-rounded development professional.
