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- Tasks: Ensure accurate reporting and maintain data integrity for investor reports.
- Company: Dynamic workspace provider with ambitious expansion plans.
- Benefits: Competitive salary, discretionary bonus, pension, and hybrid work options.
- Why this job: Join a pioneering company and make a real impact in financial reporting.
- Qualifications: Qualified Chartered Accountant with 3+ years in investor relations or real estate FP&A.
- Other info: Collaborative environment with opportunities for professional growth.
The predicted salary is between 42000 - 84000 £ per year.
Our client is looking for a diligent, bright, and highly organised Senior Investment Reporting Analyst to join their dynamic Investor Reporting Team. This role offers an exceptional opportunity to develop expertise in operational real estate while playing a crucial part in ensuring efficient and accurate reporting.
As a Senior Investment Reporting Analyst, your role will be pivotal in ensuring efficient and accurate reporting. You will be responsible for maintaining high standards of data integrity and transparency across all investor and external reports. Your strong accounting knowledge will be utilised to interpret complex financial statements. You will also prepare, review, and present financial information to various stakeholders. Your ability to conduct detailed analysis of portfolio performance will be key in this role. Furthermore, you will produce well-structured reports for key investors while working collaboratively with the Analyst to improve efficiency in reporting.
- Ensure accuracy, clarity, and consistency in all investor and external reporting
- Apply strong accounting knowledge to interpret and analyse financial statements
- Prepare, review, and present financial and commercial information to external stakeholders
- Conduct detailed analysis of portfolio performance, investment metrics, and commercial performance
- Produce clear reports for key investors and third parties
- Work collaboratively with the Analyst to uphold efficiency in reporting
- Support the Senior Manager in drafting strategic narratives on performance
- Develop, refine, and manage investor reporting templates
- Drive improvements in reporting processes
- Collaborate with internal teams to ensure timely data collection
As a Senior Investment Reporting Analyst, you bring a wealth of experience and skills to the table. You are a qualified Chartered Accountant with a solid foundation in financial analysis and reporting. Your hands-on expertise in financial modelling, budgeting, and forecasting ensures data accuracy and strategic decision-making support. Your advanced financial analysis skills are complemented by your proficiency in Microsoft Excel, PowerPoint, and financial reporting tools. Your strong stakeholder management abilities and experience working cross-functionally across finance teams make you an ideal candidate for this role.
- Qualified Chartered Accountant (ACA, ACCA, or equivalent) with a strong foundation in financial analysis and reporting
- 3+ years of experience in investor relations or real estate FP&A
- Hands-on expertise in financial modelling, budgeting, and forecasting
- Advanced financial analysis skills with proficiency in Microsoft Excel, PowerPoint, and financial reporting tools
- Strong stakeholder management abilities with experience working cross-functionally across finance teams
- Exceptional ability to distill complex financial data into clear insights that drive decision-making
Our client is a trusted workspace provider. They have ambitious plans to expand their collection of workspaces in the future, pioneering industry change through their conscious design and construction practices.
Contract Type: Permanent
Specialism: Accountancy & Finance
Focus: Corporate Finance
Salary: Up to £70,000 per annum + discretionary bonus + pension
Workplace Type: Hybrid
Experience Level: Mid Management
Location: London
Industry: Accountancy
Senior Investment Reporting Analyst employer: Robert Walters UK
Contact Detail:
Robert Walters UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Reporting Analyst
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial analysis and reporting. Use the STAR method (Situation, Task, Action, Result) to structure your answers. This will help you showcase your skills and experience effectively.
✨Tip Number 3
Showcase your expertise with a portfolio of your work. Include examples of reports you've created or analyses you've conducted. This tangible evidence of your skills can set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Plus, it’s a great way to ensure your application gets the attention it deserves.
We think you need these skills to ace Senior Investment Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your accounting knowledge and any relevant experience in investor relations or real estate FP&A to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Senior Investment Reporting Analyst role. Share specific examples of how you've maintained data integrity and produced clear reports in the past.
Showcase Your Analytical Skills: We love candidates who can analyse complex financial data! In your application, mention any tools or methods you’ve used to conduct detailed analysis of portfolio performance and how that has driven decision-making.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our dynamic Investor Reporting Team.
How to prepare for a job interview at Robert Walters UK
✨Know Your Numbers
As a Senior Investment Reporting Analyst, you'll need to demonstrate your strong accounting knowledge. Brush up on financial statements and be ready to discuss how you interpret complex data. Practise explaining these concepts clearly, as you'll likely need to present this information to stakeholders.
✨Showcase Your Analytical Skills
Prepare to discuss your experience with portfolio performance analysis. Think of specific examples where your detailed analysis led to improved decision-making or reporting processes. This will show that you can not only analyse data but also drive actionable insights.
✨Be Ready to Collaborate
This role involves working closely with other teams, so be prepared to talk about your experience in cross-functional collaboration. Share examples of how you've worked with different departments to enhance reporting efficiency or resolve issues.
✨Tailor Your Questions
At the end of the interview, you'll likely have the chance to ask questions. Make sure these are tailored to the company’s future plans and how the Investor Reporting Team fits into that vision. This shows your genuine interest in the role and the company’s direction.
