At a Glance
- Tasks: Support the Real Estate team in managing funds and conducting investment analysis.
- Company: Dynamic investment firm focused on real estate with a collaborative culture.
- Benefits: On-the-job learning, financial support for qualifications, flexible working, and generous leave.
- Other info: Modern office with gym access and a hot-desk system.
- Why this job: Gain hands-on experience in real estate investment and work with leading managers.
- Qualifications: Degree in finance or related field and 2 years of real estate investment experience.
The predicted salary is between 50000 - 70000 £ per year.
The role holder will be responsible for supporting the Real Estate team in the oversight and management of existing funds and assets as well as the development and delivery of Real Estate products on behalf of our Partner Funds. Working as part of a collaborative team within Private Markets, the Real Estate Analyst will contribute to investment analysis, manager monitoring, risk oversight, reporting and client servicing. The successful candidate will bring curiosity, strong analytical skills, clear written communication and a proactive work ethic.
Key Responsibilities
- Support the Real Estate team with fund and portfolio monitoring.
- Proactively participate in external Investment Manager meetings, writing investment memos and manager write‑ups and producing analysis and commentary in quarterly reporting to Partner Fund investors.
- Support the Real Estate team with portfolio investment strategy including cashflow modelling, buy/hold/sell analysis of the underlying funds and working with Strategic Asset Allocation (SAA) teams to understand the investment objective of the private market allocations.
- Help prepare Executive Investment Committee papers and presentation materials.
- Support colleagues with Partner Fund‑related and ad‑hoc projects and queries including the draft of PowerPoint presentations and pitch books.
- Help develop and maintain dashboards and other reports using London CIV's private markets portfolio management system, summarising performance and risk metrics and key characteristics of London CIV's real estate investments for use by internal committees and Board‑level sub‑committees.
- Conduct quantitative and qualitative analysis in collaboration with other real estate/private markets team members, and other stakeholders, including external Investment Managers and suppliers of data and analytical tools.
- Build familiarity with key systems and processes used by the Public Market and responsible investment teams to enable cross‑functional working, back‑up cover where needed and consistency across teams.
- Support the delivery of investment function policies, processes and procedures, and contribute to the enhancement of processes.
- Research market trends and investment managers within private real estate to help develop ideas with the wider team.
Key Skills and Experience
Essential
- Degree (or equivalent experience) in real estate, business, mathematics, finance, economics or a related discipline.
- Demonstrable experience (ideally at least 2 years) within the real estate investment industry.
- Familiarity with real estate investment structures.
- Passionate about developing a career within real estate and private markets.
- Excellent analytical and numerical skills.
- Proficiency in Microsoft Office (Excel, PowerPoint and Word).
- Strong organisational skills and attention to detail, with the ability to manage multiple priorities.
- Clear written and verbal communication skills.
- Ability to work independently as well as having excellent collaboration and interpersonal skills to drive and enable cross‑functional working.
Desirable
- MRICS (or working towards), or other relevant professional qualification.
- Experience conducting investment portfolio and fund analysis across private real estate (including performance and risk).
- Experience preparing reports for committees and clients, and supporting the preparation of presentations.
- Experience reviewing and negotiating legal agreements and/or supporting due diligence processes.
What we offer
Our values sit at the heart of everything we do. To truly foster a collaborative and supportive workplace, we offer all employees a range of benefits, including:
- From day one, on‑the‑job learning opportunities across private real estate and exposure to leading investment managers, with plenty of hands‑on experience to support your development.
- Financial support and paid study leave for relevant qualifications or professional development as part of your continuous learning journey.
- A company culture that champions innovation, continuous learning, and personal responsibility within a modern and flexible working environment.
- Employees typically work in the Southwark office a minimum of 50% per fortnight. Our Southwark office operates a hot‑desk system and includes access to an onsite gym.
- A minimum of 29 days' annual leave per year, plus public holidays.
- A generous pension scheme, enhanced family‑friendly policies, and a variety of insurance and wellbeing benefits.
Investment Analyst - Real Estate employer: Occupop
At our Greater London office, we pride ourselves on being an excellent employer that fosters a culture of collaboration and continuous learning. As an Investment Analyst in Real Estate, you will benefit from hands-on experience, financial support for professional development, and a modern working environment that includes access to an onsite gym and generous leave policies. Join us to grow your career in a supportive atmosphere that values innovation and personal responsibility.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Analyst - Real Estate
✨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 Occupop, 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 Occupop.
✨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 Occupop.
✨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 Occupop, 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 - Real Estate
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 Occupop 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 Occupop.
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 Occupop 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 Occupop. Numbers speak louder than words!
How to prepare for a job interview at Occupop
✨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 Occupop 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 withOccupop.
