Associate, Portfolio Management, Debt Investments

Associate, Portfolio Management, Debt Investments

Full-Time 60000 - 75000 £ / year (est.) Home office (partial)
JLL

At a Glance

  • Tasks: Analyse and forecast investment performance while collaborating with a dynamic team.
  • Company: Join JLL, a leading global real estate and investment management firm.
  • Benefits: Inclusive workplace, competitive salary, and opportunities for professional growth.
  • Other info: Work in a vibrant London office with a focus on innovation and technology.
  • Why this job: Make an impact in real estate investments and enhance your analytical skills.
  • Qualifications: 3+ years in finance or real estate, strong analytical and communication skills required.

The predicted salary is between 60000 - 75000 £ per year.

This position is with LaSalle Investment Management's Debt and Value-Add Strategies team (the "Team"), a specialist business which invests fund capital into real estate debt and value-add equity investments across Europe. The team was set up in 2010 and has become one of the largest providers of alternative finance on commercial real estate in Europe, having successfully raised €7.0bn of capital since 2010 across all debt strategies, with c €6.4bn invested over 118 loan transactions as of June 2026. The Team is actively exploring new opportunities and investment strategies that complement the platform's existing investment vehicles.

This role will specifically work within the Portfolio and Loan Asset Management Team, which consists of six individuals that look across all the Team's investments.

Role responsibilities and functions:
  • Analysing & forecasting the Team's performance on funds/investment mandates and completed deals
  • Running deal/portfolio level analysis; building performance scenarios, assessing risk allocation and portfolio diversification
  • Communicating with the fund manager, investors, borrowers and various other stakeholders internally and externally which includes preparing all investor communications (incl. quarterly reports, MDD/ODD, ESG reporting, etc) and organising investor conferences and calls
  • Contributing to platform strategic initiatives such as implementation of warehouse financing vehicles, bond wrappers, and other fund matters
  • Preparing asset models and assisting in Investment Committee memos for loan restructures and workouts when required
  • Working with PM team members, fund manager and Investor Relations to support fund strategies and fundraising efforts
Required Qualifications & Experience:
  • 3+ years of private equity, banking, or commercial real estate experience
  • Must have knowledge & experience in analysing and modelling complex deals and financial structures
  • Familiarity with more complex capital structures, including the ability to analyse financial statements would be beneficial
  • Must be proficient in financial modelling in Excel. Experience in VBA or Python coding is preferred
  • A strong aptitude for technology, with a keen interest in applying emerging tools, including AI and LLM-based applications, to enhance efficiency and output
  • Strong attention to detail and analytical rigor is key to the role
  • Good understanding and an interest in real estate investments and knowledge of debt investments would be advantageous
  • A team player with excellent communication skills, strong work ethic and positive attitude
  • European languages an advantage although not a must
  • Energetic and self-motivated, with an ability to work independently and show initiative

Associate, Portfolio Management, Debt Investments employer: JLL

At JLL, we pride ourselves on being an excellent employer that fosters innovation and collaboration in the dynamic field of workplace management. Our inclusive work culture encourages professional growth through diverse projects and networking opportunities, making it an ideal environment for those looking to advance their careers while contributing to impactful initiatives. Located in a vibrant area, our team enjoys not only competitive benefits but also the chance to be part of transformative projects with leading businesses worldwide.

JLL

Contact Details:

JLL Recruitment Team

HRSCLeaves@jll.com

StudySmarter Expert Advice🤫

We think this is how you could land Associate, Portfolio Management, Debt Investments

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like JLL. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Associate, Portfolio Management, Debt Investments

Financial Modelling in Excel
VBA Coding
Python Coding
Analytical Skills
Attention to Detail
Risk Assessment
Portfolio Diversification

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to JLL.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on JLL's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at JLL

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with JLL.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at JLL will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former JLL employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.