Investment Analyst

Investment Analyst

Full-Time 30000 - 40000 £ / year (est.) No home office possible
ITAC Solutions

At a Glance

  • Tasks: Support investment decisions by sourcing and evaluating real estate opportunities.
  • Company: Dynamic real estate firm focused on innovative investment strategies.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Other info: Onsite role in Birmingham, AL with a Monday to Friday schedule.
  • Why this job: Shape the future of real estate investments and gain hands-on experience.
  • Qualifications: Bachelor’s degree in finance or related field; 1-3 years in financial analysis.

The predicted salary is between 30000 - 40000 £ per year.

An analytical, deal-oriented role supporting our client’s investment decisions across a diversified commercial real estate portfolio. You’ll help source, underwrite, and coordinate acquisitions that shape where capital is deployed and how properties are repositioned for long-term value.

Job Overview

What You’ll Be Doing

  • Support sourcing and evaluating potential acquisition opportunities.
  • Develop and maintain financial models.
  • Underwrite investments, create concise one-page property evaluations, and perform market research.
  • Assist in preparing Investment Committee, fundraising, and financing materials.
  • Manage broker relationship database and support broker marketing efforts.
  • Coordinate due diligence (LOIs, third-party reports, lease abstracts) and timelines.
  • Assist with property transitions and related closing tasks.

Requirements

  • Bachelor’s degree in accounting, finance or related field.
  • 1-3 years of experience in underwriting or financial analysis.
  • Willingness to work onsite in Birmingham, AL (M–F, 8am–5pm).

Benefits

Investment Analyst employer: ITAC Solutions

As an Investment Analyst at our Birmingham office, you'll join a dynamic team that values analytical thinking and collaboration in a supportive work environment. We offer competitive benefits, opportunities for professional growth, and a culture that encourages innovation and teamwork, making it an ideal place for those looking to make a meaningful impact in the real estate investment sector.
ITAC Solutions

Contact Detail:

ITAC Solutions 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 real estate investment field on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that dream role.

✨Tip Number 2

Prepare for interviews by brushing up on your financial modelling skills and understanding market trends. We recommend practising common interview questions related to underwriting and acquisitions to show you’re ready to dive in.

✨Tip Number 3

Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you, and tailor your approach to each opportunity.

✨Tip Number 4

Follow up after interviews! A quick thank-you email can set you apart from other candidates. We believe it shows your enthusiasm and professionalism, which are key in the investment world.

We think you need these skills to ace Investment Analyst

Analytical Skills
Financial Modelling
Underwriting
Market Research
Investment Evaluation
Communication Skills
Project Coordination
Due Diligence Management
Broker Relationship Management
Attention to Detail
Problem-Solving Skills
Time Management

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Investment Analyst role. Highlight relevant experience in underwriting and financial analysis, and don’t forget to showcase any specific projects that demonstrate your analytical skills.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about real estate investment and how your background makes you a perfect fit for our team. Keep it concise but impactful!

Showcase Your Financial Modelling Skills: Since this role involves developing and maintaining financial models, be sure to mention any experience you have with this. If you’ve worked on similar projects, give us the details to show off your expertise!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at ITAC Solutions

✨Know Your Numbers

As an Investment Analyst, you'll be dealing with financial models and evaluations. Brush up on your financial analysis skills and be ready to discuss specific metrics or models you've worked with. This shows you’re not just familiar with the theory but can apply it practically.

✨Research the Market

Before the interview, dive into the current real estate market trends in Birmingham. Being able to discuss recent acquisitions or market shifts will demonstrate your proactive approach and genuine interest in the role.

✨Prepare for Technical Questions

Expect questions that test your underwriting knowledge and analytical skills. Practice explaining your thought process when evaluating a property or creating a financial model. Clear, concise communication is key!

✨Showcase Your Team Spirit

This role involves coordinating with various stakeholders, so highlight any experience you have working in teams. Share examples of how you’ve successfully collaborated with others to achieve a common goal, especially in high-pressure situations.

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