Portfolio Analyst Role - Global Real Estate Company

Permanent

The Role

International Student Accommodation Investment and Asset Management firm are looking a Portfolio Analyst. They have a global portfolio worth well over €4BN and are continuing to rapidly expand this. They are very well capitalised and have secure Investment Partnerships and their product has proved resilient across the last few years. The Portfolio Analyst role will focus on their current international estate, looking at things like the annual business plans for the assets, Capex spend, their costs and their incomings based on different levels of student take up each term and really sweating the figures and the data to ensure a good operating profit model, also running the figures for new transactions from a costs versus profit point of view. In summary the role will provide will provide general financial analysis across a range of deliverables, including market plans, benchmarks, scenario models, financial underwriting and marketing models, trend analysis, transactions, and development summaries, dashboards, and reports. This roles also facilitates the maintenance and reporting of benchmarks and performance metrics.

Role

  • Take the lead on financial modelling, research and co-ordination of the due diligence
  • Liaise with key members of the business to validate underwriting assumptions
  • Support the transaction individuals including broader and local acquisition teams with the risk analysis and associated transaction sensitivities
  • Produce financial analysis on investor returns and the net revenue to the management business taking on board a transaction
  • Collate and report committed and actual spend against approved acquisition budgets
  • Model business plans and provide detailed and extensive cash flow modelling
  • Develop and maintain fund models for performance and forecast reporting including fluctuations in shareholder subscriptions, redemptions and distributions and movements in investment allocations and performance
  • Perform frequent portfolio updates, collating data from local teams to establish inflows and outflows in portfolios, manage cash across portfolios and ensure compliance with investment guidelines
  • Measure performance and understand net asset value calculations.
  • Provide fund and client reporting to internal and external clients, ensuring its accuracy and timely delivery
  • Co-ordinate with performance and marketing teams in production of materials for client presentations and investor queries

Requirements:

  • 2-4 years’ experience with a demonstrable track record of analytical and modelling work within real estate investment internationally;
  • Proven exposure and ability to support the structure of high value deals and execute effectively
  • Excellent financial modelling, analysis and research skills
  • High-level analytical, planning, organising and problem-solving skills;
  • Substantial level of skill in liaising with a range of stakeholders, using influencing, interpersonal, consultation and relationship building skills;
  • Ability to commercially evaluate financial data, and present conclusions to inform business decisions;
  • Highly developed verbal and written communication skills, including the ability to prepare documentation for stakeholders’ groups at varying levels;
  • In-depth knowledge of Microsoft Office products specifically Excel, PowerPoint, and Word
  • Experience of Student, Hospitality or Residential Alternatives highly desirable, as is a second European language

Reference: 695 | Date Posted: 7th October 2021 | Status: Active

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