Key Responsibilities
Investment Appraisal & Acquisition Analysis
- Conduct detailed investment appraisals for property acquisitions, developments, and asset management opportunities
- Evaluate acquisition and disposal opportunities across residential, commercial and hospitality
- Perform capital investment analysis to assess financial viability, risk exposure, and expected returns
- Support acquisition and project evaluation including due diligence and transaction analysis
- Analyse deal structures, funding options, and investor return profiles
Financial Modelling & Forecasting
- Build and maintain complex financial models for property investment and development projects
- Develop cash flow forecasting models for short-term and long-term investment planning
- Perform scenario analysis and sensitivity testing on investment assumptions (e.g. interest rates, yields, construction costs)
- Model development appraisals including build costs, sales/rental projections, and exit strategies
- Maintain and refine valuation models for existing portfolio assets
Capital Investment & Project Evaluation
- Assess capital expenditure proposals and development project feasibility
- Evaluate returns on capital investment across refurbishment, conversion, and development schemes
- Monitor project financial performance against approved investment assumptions and budgets
- Support funding applications, lender reporting, and investment committee submissions
Strategic Financial Reporting & Performance Analysis
- Produce strategic financial reports for senior management and investors
- Analyse portfolio performance including rental income, occupancy levels, yields, and capital growth
- Deliver performance analysis comparing actual results against forecasts, budgets, and investment models
- Provide insight into value enhancement opportunities across the property portfolio
- Prepare investment summaries and board-level reporting materials
Budgeting & Financial Planning
- Assist in preparation of annual budgets and multi-year financial forecasts
- Monitor expenditure against approved budgets across development and operational assets
- Identify variances and provide detailed financial explanations and recommendations
- Support financial planning processes for new acquisitions and ongoing developments
Market Research & Investment Intelligence
- Conduct market research on UK property trends, comparable transactions, and sector performance
- Analyse macroeconomic factors affecting property investment returns (interest rates, inflation, demand trends)
- Monitor competitor activity and benchmark investment performance against market standards
Requirements
Skills, Knowledge & Experience
- Strong expertise in financial modelling, investment appraisal, and cash flow forecasting
- Advanced Excel and analytical modelling capability
- Strong understanding of property investment, development, or real estate finance
- Ability to interpret financial statements and investment performance data
- Strong understanding of budgeting, forecasting, and performance analysis
- Excellent analytical, numerical, and problem-solving skills
- Strong communication skills for presenting financial insights to senior stakeholders
Qualifications
- Degree in Finance, Economics, Accounting, Real Estate, or related discipline (or equivalent experience)
- Professional qualifications such as CFA, ACCA, CIMA, or RICS are desirable but not essential
About the Company
We are a UK-based property investment, development, and asset management company specialising in the acquisition, development, and management of residential, commercial, hospitality, and self-storage assets. Our activities include commercial-to-residential conversions, ground-up developments, portfolio investment, and long-term asset management across income-producing and development-stage properties.
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