At a Glance
- Tasks: Analyse investment portfolios and assist in strategic planning for assets.
- Company: Join SEGRO, a leading player in modern warehousing and industrial property.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Other info: Flexible roles available for both Analysts and junior Associates.
- Why this job: Make an impact in the investment world while working with top industry professionals.
- Qualifications: Strong analytical skills, proficiency in Excel, and a degree in Property or Finance.
The predicted salary is between 50000 - 70000 € per year.
Location: London (1 New Burlington Pl, London W1S 2HR)
Reporting to: Group Investment Director
Scope: UK and European – Industrial, Warehouses, Data Centres
About SEGRO: We are a leading owner, asset manager and developer of modern warehousing and industrial property. For over 100 years we have anticipated and responded to the evolving priorities of stakeholders, creating a portfolio of high quality assets across the UK and Europe. Our portfolio includes big box and urban warehouses, located in around cities and key transport hubs across the UK and Europe. Designed to the highest standards, our sites provide maximum flexibility to suit a broad range of customers, from manufacturing and logistics to Q-commerce, film and TV studios.
The Role: SEGRO’s investment function is split across 3 closely aligned teams: Group, UK & Continental Europe Investment teams. This role will sit in the central Group Investment team supporting investment-related activity across the Business. This role is varied with duties evolving throughout the year in-line with our investment cycle, so we require a technical candidate with the dexterity to handle a range of tasks. The key duties include:
- Valuation: Help lead on the co-ordination of the bi-annual valuation of the Group with ownership taken of internal and external stakeholders.
- Strategy / Portfolio Planning & Forecasting: Assist in the planning and forecasting process for the assets to aid asset and strategy planning.
- MSCI: Assisting with the reviewing, evaluating and disseminating the bi-annual MSCI portfolio benchmarking to the wider business.
- Acquisitions & Disposals: Assist with preparation of investment committee papers, review IRR analysis of opportunities, and provide ad hoc advanced modelling and analytics.
The Successful Candidate:
Essential:
- Analytical / strategic skills – ability to creatively explore issues, improve processes and find solutions
- Competent in portfolio investment valuation
- Strong numerical and analytical skills
- Excellent attention to detail, ensuring accuracy and precision in all activities.
- Financial rigor (including modelling) Able to provide and present insights from data
- Proficient with Argus Enterprise
- Proficient with Excel modelling and cashflow development
- Excellent communication skills – fluent in English, able to collaborate internally. Effective written and verbal communication skills to convey complex financial information clearly.
- Calm and resilient under pressure
Desirable:
- Power BI / Tableau Proficiency
- Anaplan experience
- In depth knowledge of the commercial property industry and market
- Degree in Property or Finance
- Experience of managing/liaising with an external team of professionals
- An understanding of the investment property acquisition and disposals process
Crucially, we are happy to assess both Analyst applicants, and more established junior Associate candidates, for this position.
The Recruitment Process: We have partnered with Tom Enefer at Cobalt Recruitment to lead our search and act as the first point of contact with our applicants. Both direct and third-party applicants will be directed to Tom for the first conversation. Following this, you will interview with a set of key team members across our Group – this will be an opportunity for to understand the scope of our role fully, in addition to us assessing your suitability. You will also participate in a case study. Tom will be able to provide all further details on this and advise you throughout. If you are interested in hearing more about this process, Tom looks forward to speaking with you.
Investment Portfolio Manager / Analyst in City of London employer: SEGRO plc
SEGRO is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation meets tradition in the industrial property sector. With over a century of expertise, we prioritise employee growth through continuous learning opportunities and a collaborative culture that values diverse perspectives. Our commitment to excellence is reflected in our high-quality assets and the flexibility we provide to our team, making SEGRO a rewarding place for those looking to make a meaningful impact in investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Investment Portfolio Manager / Analyst in City of London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching SEGRO and understanding their portfolio. Be ready to discuss how your skills align with their needs, especially in valuation and strategy planning. Show them you’re not just another candidate!
✨Tip Number 3
Practice your communication skills! Whether it’s presenting complex financial data or discussing investment strategies, being clear and confident will set you apart. Remember, they want someone who can convey insights effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the SEGRO team.
We think you need these skills to ace Investment Portfolio Manager / Analyst in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Investment Portfolio Manager/Analyst role. Highlight your analytical skills, experience with portfolio valuation, and any relevant financial modelling expertise. We want to see how your background aligns with what we do at SEGRO!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the commercial property industry and how your skills can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills:Don’t forget to mention your proficiency in tools like Argus Enterprise and Excel. If you have experience with Power BI or Tableau, make sure to include that too! We’re looking for candidates who can hit the ground running.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at SEGRO!
How to prepare for a job interview at SEGRO plc
✨Know Your Numbers
As an Investment Portfolio Manager/Analyst, you'll need to demonstrate strong numerical and analytical skills. Brush up on your financial modelling and valuation techniques before the interview. Be ready to discuss specific examples where you've successfully applied these skills in past roles.
✨Master the Art of Communication
Excellent communication is key in this role. Practice explaining complex financial concepts in simple terms. You might be asked to present insights from data, so consider preparing a brief presentation on a relevant topic to showcase your ability to convey information clearly.
✨Familiarise Yourself with SEGRO's Portfolio
Do your homework on SEGRO’s portfolio and the types of properties they manage. Understanding their focus on industrial and warehouse properties will help you tailor your responses and show genuine interest in the company’s operations during the interview.
✨Prepare for the Case Study
Since you'll be participating in a case study, practice analysing investment opportunities and preparing investment committee papers. Familiarise yourself with tools like Argus Enterprise and Excel modelling, as these will likely come into play during the assessment.
