At a Glance
- Tasks: Lead financial modelling and analytics projects for high-value property assets.
- Company: Montagu Evans, a leading UK property consultancy focused on unlocking value.
- Benefits: Competitive salary, professional development, and opportunities for cross-team collaboration.
- Other info: Dynamic role with excellent career growth and the chance to shape analytics capabilities.
- Why this job: Make a real impact in the property sector with innovative analytics and financial insights.
- Qualifications: Strong financial analysis skills and experience with data visualisation tools like Power BI.
The predicted salary is between 49500 - 60500 £ per year.
Overview
The Firm Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live. Our purpose is to bring clarity, creativity, and conviction to the complex. We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight. We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.
The Team
This role will initially sit in the Valuation, Asset & Investment Advisory (VAIA) team, part of our wider Advisory department, but will work closely with Strategic Advisory, Transactions and Development teams. Whereas we have line management structures, critical to the success of our business is cross-team working. As our mandates grow in complexity, we are strengthening our analytics and financial modelling capability to deliver deeper insight, clearer decision making and greater strategic impact for clients.
Role Overview
We are seeking an experienced Commercial Finance & Analytics Lead to take on delivering financial modelling and data analytics projects, initially with a valuation focus and a mix of public and private sector clients, but with a view of the role expanding into asset management, dashboard creation, data mining for new opportunities and investment and development cash flows.
The role will:
- Lead complex financial modelling, forecasting and portfolio analytics
- Translate complex financial and data outputs into clear, client-ready insight
- Help stand up, shape and connect analytics, finance and data capability across the business
- Over time, expand the role across Advisory and the wider firm
This is a highly client facing role requiring strong commercial judgement, technical credibility and the ability to influence senior stakeholders internally and externally.
Responsibilities
ANALYTICS LEADERSHIP & BUSINESS IMPACT
- Help establish and shape an embedded analytics capability within VAIA
- Act as a senior analytical presence in high value, complex client engagements
- Improve how analytics, modelling and visualisation are used across client deliverables
- Develop repeatable analytical approaches while retaining flexibility for bespoke client needs
- Identify opportunities for data led process improvement and efficiency
CLIENT FACING FINANCE & ANALYTICS
- Lead and deliver financial forecasting, reconciliation and performance analysis for complex assets and portfolios
- Build, own and enhance cash flow models incorporating debt, equity and scenario testing
- Deliver portfolio level valuation, forecasting and reconciliation work, including affordable housing and investment assets
- Translate complex financial and data analysis into clear, commercially relevant insight for clients
- Present dashboards, models and findings to a range of audiences, including senior client stakeholders
DEVELOP CROSS BUSINESS COLLABORATION
- Work closely with Strategic Advisory and Transactions teams on major mandates
- Connect existing analysts and data specialists across teams to reduce duplication and increase impact
- Act as a trusted analytical partner to Partners, Associates and senior stakeholders across the firm
DATA, SYSTEMS & VISUALISATION
- Extract, cleanse and interpret financial data from property management and accounting systems
- Present analysis visually using charts, tables and tools such as Power BI
- Verify and interpret market data and trends to support strategic advice
INNOVATION & CONTINUOUS IMPROVEMENT
- Improve how analytics and visualisation are used in client deliverables
- Identify opportunities for data led process improvement and efficiency
- Help develop repeatable, scalable analytical approaches while retaining flexibility for bespoke client needs
Qualifications
ESSENTIAL
- High attention to detail with a commercial, solutions focused mindset
- Strong financial analysis background (property, finance, accountancy or business partnering)
- Experience with Power BI, data visualisation or automation (e.g. VBA)
- Exposure to property, infrastructure, regeneration or public sector assets
- Experience helping shape or grow analytics capability or teams
- Advanced Excel capability, including complex cash flow and forecasting models
- Proven ability to explain complex financial and analytical concepts clearly
- Experience working with large, complex data sets and financial systems
- Strong stakeholder management and client facing skills
DESIRABLE
- Professional qualification such as MRICS, CIMA or similar
Senior Associate Analyst - Valuation and Asset Investment Advisory in London employer: Montagu Evans
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StudySmarter Expert Advice🤫
We think this is how you could land Senior Associate Analyst - Valuation and Asset Investment Advisory 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!
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✨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 Montagu Evans.
✨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 Montagu Evans. 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 Senior Associate Analyst - Valuation and Asset Investment Advisory 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 Montagu Evans 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 Montagu Evans how you can be a team player!
How to prepare for a job interview at Montagu Evans
✨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 Montagu Evans.
✨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 Montagu Evans'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!
