At a Glance
- Tasks: Support acquisitions and developments, conduct market research, and prepare financial models.
- Company: Rapidly growing global REIT focused on operational living assets.
- Benefits: Competitive salary, bonuses, generous time off, and tuition support.
- Other info: Fast-paced environment with clear career progression opportunities.
- Why this job: Join a dynamic team and make impactful investment decisions in real estate.
- Qualifications: Degree in Finance or Economics; 1-2 years experience in commercial real estate.
The predicted salary is between 50000 - 70000 £ per year.
- Investment Analyst - Rapidly Growing Living Platform
- Permanent
The Role
Global REIT with a rapidly expanding portfolio of Operational Living assets across the UK need to grow their Investment team in order to keep up with their busy capital deployment.
The UK business has grown rapidly through several major portfolio acquisitions with a strong investment pipeline across 2026, and plans to deploy well over £2BN.
They are looking for an Investment Analyst or Senior Analyst to support the wider team with a real focus on financial modelling and DD.
It's a market facing role even at Analyst level and you will liaise with agents, sellers and existing and potential operating partners.
Ideal candidates bring a mix of financial rigour, operational understanding (e. g., seniors housing, multifamily, student housing, healthcare, or hospitality), and a commitment to improving future resident and customer experience through thoughtful real estate investment strategy.
Key Responsibilities
- Support the full transaction cycle for acquisitions and developments across the UK, including market research, underwriting, due diligence, and closing.
- Prepare cash flow models for all stages of the real estate cycle.
- Participate in site visits to assess competitive landscape and market.
- Present the underwriting, valuation, structure, risks, and due diligence of potential investments to senior leadership through corporate-wide weekly investment committee meetings.
- Participate in the structuring, due diligence, and legal process of transactions.
- Prepare and analyze investment data to form strategic plans both at the property and the portfolio level.
Requirements
- Bachelor’s degree in Finance, Economics or a similar analytical discipline.
- At Analyst level minimum of 1 year, and at Senior Analyst a minimum of 2 years’ + experience in commercial real estate, healthcare real estate, lending, investment banking, investment sales, or a related field.
- Strong real estate financial modelling skills, including valuations, returns and waterfall structures.
- Experience working on transactions.
- Advanced Excel proficiency.
- Strong analytical, communication, and relationship-building abilities.
- What They Offer
- Competitive base salary + annual bonus
- Generous paid time off and holidays
- Equity purchase programme
- Pension scheme and profit-sharing
- Tuition support
- Comprehensive medical, dental and vision benefits
- Strong support for professional development
- A fast-growing platform with clear opportunities for progression
- #J-18808-Ljbffr
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst – Rapidly Growing Living Platform in London
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Madison Berkeley, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Madison Berkeley.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Madison Berkeley.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Madison Berkeley, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Investment Analyst – Rapidly Growing Living Platform in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Madison Berkeley want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Madison Berkeley.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Madison Berkeley will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Madison Berkeley. Numbers speak louder than words!
How to prepare for a job interview at Madison Berkeley
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like Madison Berkeley want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withMadison Berkeley.
