Supporting the Investment Director & C-Suite across the performance of Real Estate and Operational assets in the fund. Critical role; ownership of the master fund model - providing financial analysis across a range of metrics & deliverables, including IR, AM / Dev and business planning, scenario analysis and liquidity analysis.
Client Details
Our client is a specialist PE Real Estate investor with c.25 years track-record delivering Opportunistic returns across all asset classes including Commercial, Alternatives & Living, Land & Development, Resi Master-planning & Strat Land. They are now in an exciting period of growth and this is a newly created role as they ramp-up transaction activity in the UK & Europe for a fresh €1.5bn fund.
Description
- Full autonomy and ownership of the Fund model comprising multiple assets across all classes, and in due course Operational assets / companies.
- Support on financial modelling, research and co-ordination of investor reports.
- Proactively liaise and help the Investment & Asset Management / Dev teams to stress-test and validate modelling assumptions on acquisitions and business plans.
- Monthly, Quarterly and ad-hoc Portfolio Performance and Risk analysis for reporting, including producing financial analysis on investor returns.
- Collate and report committed and actual Cap-Ex/spend against approved budgets.
- Where necessary, assist in the preparation of external valuations, liaising with key stakeholders.
- Frequent portfolio updates, collating data from local teams to establish inflows and outflows in the fund and assist the SLT to ensure compliance with investment guidelines.
- Measure performance and understand net asset value calculations.
- Fund and Investor reporting for SLT meetings, ensuring accuracy and timely delivery ready for Investor meetings.
- Help co-ordinate production of materials for Investor presentations, IR slide decks and Investor queries.
- Assist the Investment and AM teams in gathering, collating and reporting on industry and fund research.
- Assist Investment team and SLT with weekly, monthly and quarterly commentaries where necessary.
- Help obtain overview of financial markets and macroeconomic trends.
Profile
The successful Real Estate Portfolio / Fund Analyst should have / be:
- A solid result in a STEM / analytically focused Degree (Built Environment / Real Estate / RE Finance or related highly desirable but not necessity)
- Ideally prior experience as a Portfolio or Fund Analyst within a PE Real Estate firm or Investment Manager / Asset Manager.
- Prior exposure to analysing and reporting on UK & European Real Estate products is a must.
- Demonstrable ability in advanced analytical excel work including creating and interpreting complex financial Fund models.Incredibly high attention to detail, flagging / checking and amending any anomalies.
- Ability to work and enjoy a fast-paced environment assisting and pitching in with busy teams - a "can-do" and "I'll pitch in" attitude are essential.
- Excellent skills preparing slide decks, reports and ad-hoc comms / materials.
- Ability to work independently as the owner of the Fund model, whilst also having the interpersonal / engagement skills to work closely with SLT / Investment team to complete reports on time are crucial.
Job Offer
- Excellent fixed + variable compensation + pension
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Real Estate Fund / Portfolio Analyst employer: Michael Page
ASDA is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration in the heart of Leeds. With a strong commitment to employee growth, ASDA provides numerous opportunities for professional development and advancement, alongside competitive salaries and comprehensive benefits. The hybrid working model allows for flexibility, making it an attractive workplace for those seeking meaningful and rewarding careers in one of the UK's leading retail brands.
StudySmarter Expert Advice🤫
We think this is how you could land Real Estate Fund / Portfolio Analyst
✨Get Involved in Local Property Events
Dive into local property expos and networking events! Real estate thrives on connections, so attending these events helps us meet potential employers and industry leaders, plus it's a chance to show off your enthusiasm for the field.
✨Connect with Local Agents on Social Media
Follow and engage with local real estate agents and firms on platforms like Instagram and LinkedIn. Sharing their posts and commenting with your insights can put you on their radar and might even lead to job opportunities at companies like Michael Page.
✨Don’t Underestimate the Power of Cold Outreach
Got your eye on a specific company like Michael Page? Don't hesitate to send a direct message or an email expressing your interest. Personalise your approach, maybe mentioning a recent listing or project of theirs, and it could set you apart from other candidates.
✨Utilise Property Management Platforms
Check out property management platforms and job boards tailored for the real estate sector. They often have exclusive listings, especially for full-time roles. Don't forget to visit Michael Page's careers page directly; we love seeing passionate candidates applying through our website!
Some tips for your application 🫡
Show Your Real-Estate Savvy:When crafting your CV and cover letter, make sure to highlight any relevant experience in the real estate sector. If you've done internships, assistant roles, or even relevant coursework, lay it out clearly. We want to see your familiarity with market trends, property management, or any sales experience you've got under your belt!
Quantify Your Achievements:In real estate, numbers speak volumes! When detailing your past roles, use concrete figures to demonstrate your achievements. For example, mention how many properties you sold, the percentage increase in client satisfaction, or any successful negotiations. These metrics can give your application that extra punch it needs!
Tailor Your Documents for the Job:Every application should feel personal. When applying for the Real Estate Fund / Portfolio Analyst role at Michael Page, tweak your CV to focus on aspects that are important to them. If they value client relationships, emphasise your interpersonal skills. We want to see you aligning your experiences with what they're looking for!
Keep It Professional Yet Approachable:While we want you to show off your expertise, don't forget to let your personality shine through in your cover letter. A touch of friendliness can set you apart, especially in real estate where client interaction is key. Show that you're ready not just to work with the property but also with people!
How to prepare for a job interview at Michael Page
✨Know Your Market Trends
In real estate, it’s all about staying ahead of the curve. Make sure we brush up on the latest market trends in the area where Michael Page operates. Being able to discuss local property values, demand, and upcoming developments will show that we’re not just interested in the job, but genuinely invested in the industry.
✨Prepare for Scenario Questions
Expect some scenario-based questions during the interview. We might get asked how we’d handle different client situations or property evaluations. Preparing our responses for common real estate scenarios not only demonstrates our problem-solving skills but also shows that we can think on our feet in a client-facing role.
✨Showcase Your Connections
In full-time real estate, networking is key! Let’s think about our connections in the industry and what we can bring to Michael Page. Whether it’s insights on prospective clients or relationships with local contractors, talking about these experiences can set us apart from other candidates.
✨Demonstrate Technical Savvy
Familiarity with different real estate software tools is a big plus. We should be ready to discuss any platforms we've used, whether it's for property management, CRM, or data analysis. Being comfortable with technology not only makes us more efficient, but also shows that we’re adaptable to the tools used at Michael Page.
