At a Glance
- Tasks: Analyse and manage cash flow models for a diverse portfolio of industrial properties.
- Company: Join a leading industrial real estate business operating across the UK and Europe.
- Benefits: Gain valuable experience in finance and real estate with potential for career growth.
- Other info: Collaborative environment with training on property-specific metrics and advanced reporting tools.
- Why this job: Make an impact by supporting investment decisions and enhancing property performance.
- Qualifications: 2 years of relevant experience in real estate or financial reporting required.
The predicted salary is between 63000 - 77000 £ per year.
Madison Berkeley is excited to be working exclusively with an industrial real estate business operating across the UK and continental Europe.
It invests in, develops and manages multi-let industrial estates and urban logistics properties, providing space for occupiers in distribution, trade and light industry.
The role
Portfolio Management Analyst to join its Asset Management and Portfolio teams.
Reporting to the Head of FP&A, you’ll work closely with colleagues across Asset Management, Investment and Finance to track performance across a portfolio of investments, developments and managed properties.
You’ll maintain asset and portfolio cash flow models, run the quarterly reforecast and explain what’s driving changes in performance.
Your analysis will inform reporting for senior management, investors, joint venture partners and lenders.
The role focuses on the existing portfolio, with approved assumptions from the Investment team feeding into ongoing forecasts and reporting.
- What you’ll do
- Update asset and portfolio cash flow models with actual results, revised forecasts and approved business plan changes.
Keep assumptions consistent and maintain clear version control and an audit trail.
- Run the quarterly reforecast and reconcile model outputs to management accounts and the planning system.
- Track occupancy, rental income, arrears, lease expiries and rent reviews. Work with asset managers to explain variances against business plans and flag emerging issues.
- Support reporting on property valuations, debt facilities and covenant headroom. Prepare and manage debt drawdowns and equity capital calls.
- Support quarterly investor, fund and joint venture reporting. Prepare analysis and supporting schedules for lenders and auditors, and assist Finance with year-end reporting.
- Reconcile data across finance, property and development systems.
Improve reporting through standardised templates, dashboards and automation, including AI-assisted data extraction and reconciliation with appropriate checks.
- What you’ll bring
- Circa 2 years of relevant experience
, including real estate experience and a background in financial reporting, management reporting or a similar analytical role.
Training will be provided on property‑specific metrics.
- Experience monitoring and reporting on performance across a portfolio of assets, investments or entities.
- Experience maintaining cash flow or financial models and a sound understanding of budgeting, forecasting and variance analysis.
- Strong Excel skills and the ability to organise, reconcile and analyse large datasets.
- Attention to detail, the ability to manage competing deadlines and confidence working across finance and operational teams.
- The ability to explain complex information in clear reports and concise commentary, and the judgement to validate AI‑generated outputs.
Portfolio Management Analyst in London employer: Madison Berkeley
As a leading international real estate investment platform, we pride ourselves on being an exceptional employer that values innovation and transformation within the property management sector. Our Central London location offers a dynamic work environment, where employees are encouraged to challenge the status quo and drive best practices in sustainability and operational excellence. With a focus on professional growth, our team members benefit from direct exposure to senior leadership and the opportunity to shape the future of a substantial £4bn portfolio, making this a truly rewarding place to advance your career.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Management Analyst in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Madison Berkeley. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Madison Berkeley.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Madison Berkeley. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Portfolio Management Analyst in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Madison Berkeley and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Madison Berkeley how you can be a team player!
How to prepare for a job interview at Madison Berkeley
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Madison Berkeley.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Madison Berkeley's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
