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- Tasks: Join our Investor Reporting Team to ensure accurate and clear financial reporting.
- Company: A leading workspace provider with ambitious expansion plans and a focus on conscious design.
- Benefits: Enjoy a competitive salary, discretionary bonus, pension, and hybrid work options.
- Why this job: Develop expertise in operational real estate while making a significant impact on investor relations.
- Qualifications: Must be a qualified Chartered Accountant with 3+ years in investor relations or real estate FP&A.
- Other info: This is a permanent mid-management role based in London.
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.
What you'll do:
- 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
What you bring:
- 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
What sets this company apart:
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.
About the job
- 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
- Job Reference: ZJT9AJ-308C5690
- Date posted: 14 March 2025
- Consultant: Hannah Bottrill
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 with professionals in the investment reporting and real estate sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture, which can give you an edge during interviews.
✨Tip Number 2
Familiarise yourself with the latest trends in operational real estate and investor reporting. Being knowledgeable about current market conditions and reporting standards will help you stand out as a candidate who is proactive and well-informed.
✨Tip Number 3
Prepare to discuss specific examples of your financial analysis and reporting experience. Think of situations where you've successfully improved reporting processes or collaborated with cross-functional teams, as these stories will demonstrate your fit for the role.
✨Tip Number 4
Showcase your proficiency in financial modelling and Excel during the interview. Be ready to explain how you've used these skills in past roles to drive decision-making and improve reporting accuracy, as this aligns closely with the job requirements.
We think you need these skills to ace Senior Investment Reporting Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications as a Chartered Accountant and emphasises your experience in investor relations and financial analysis. Use specific examples that demonstrate your expertise in financial modelling and reporting.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the job requirements, particularly your ability to distill complex financial data into clear insights and your experience in collaborating with cross-functional teams.
Showcase Relevant Experience: When detailing your work history, focus on your achievements in previous roles related to investment reporting and financial analysis. Use metrics to quantify your impact, such as improvements in reporting efficiency or successful stakeholder management.
Proofread and Edit: Before submitting your application, carefully proofread your documents to eliminate any errors. Ensure that your writing is clear and professional, reflecting the high standards expected in the finance industry.
How to prepare for a job interview at Robert Walters UK
✨Showcase Your Financial Acumen
Be prepared to discuss your accounting qualifications and how they relate to the role. Highlight specific experiences where you've successfully interpreted financial statements or conducted detailed analyses, as this will demonstrate your strong foundation in financial analysis.
✨Prepare for Stakeholder Management Questions
Expect questions about your experience working with various stakeholders. Share examples of how you've effectively communicated complex financial data to non-financial audiences, showcasing your ability to distill information into clear insights.
✨Demonstrate Your Reporting Skills
Bring examples of reports you've produced in the past, especially those that required clarity and consistency. Discuss the processes you followed to ensure accuracy and how you collaborated with teams to enhance reporting efficiency.
✨Research the Company’s Vision
Understand the company's goals and their approach to workspace design and construction. Be ready to discuss how your skills can contribute to their ambitious plans and how you align with their values, which will show your genuine interest in the role.
