1. Market Origination and Relationship Building
- Landlord Outreach: Use excellent communication skills to make cold calls to Spanish landlords, identifying and originating new investment opportunities.
- Broker and Agent Network: Develop and maintain a strong network of agents and brokers across the Spanish market to support deal sourcing and origination.
2. Financial Modelling and Appraisal
- Develop and Refine Excel-Based Models: Design, adapt, and maintain sophisticated Excel-based financial models that evaluate the viability, profitability, and risk of real estate investment and development projects. Models should accommodate sensitivity analyses, dynamic assumptions, and varied financing structures.
- Provide In-Depth Financial Viability Assessments: Conduct comprehensive financial assessments, including cash flow projections, return on investment (ROI) analysis, and internal rate of return (IRR) calculations, to evaluate acquisition opportunities and inform decision-making.
- Produce Executive-Quality Output: Generate clear, accurate, and insightful outputs from financial models, translating complex data into concise reports and visual summaries suitable for executive and board-level presentations.
- Scenario and Sensitivity Analysis: Utilize advanced financial modelling techniques to conduct scenario and sensitivity analysis, examining how various market conditions, financing terms, and property assumptions impact project and portfolio performance.
3. Strategic Analysis and Board Reporting
- Opportunity Analysis and Scenario Testing: Perform detailed financial analysis and modelling for potential investment opportunities, creating scenario-driven models that reveal risks and strategic opportunities.
- Executive and Board Presentation: Assist in preparing high-quality reports and presentations for the Board and Executive Committee, ensuring that financial insights are clearly communicated and aligned with corporate strategy.
- Long-Term Forecasting: Develop and maintain an integrated financial model to project the firm’s long-term financial performance, supporting annual strategic reviews and capital planning processes.
4. Budgeting and Collaboration
- Interdepartmental Financial Collaboration: Work closely with property and finance teams to create detailed project budgets, monitoring and adjusting forecasts as projects evolve to ensure alignment with business objectives.
- Cross-Functional Feedback Integration: Gather insights from various internal and external stakeholders to strengthen model assumptions, validate underwriting, and ensure investment recommendations are data-driven and robust.
- Due Diligence and Acquisition Support: Play a key role in the due diligence process by rigorously analysing financial data, assessing market conditions, and evaluating potential risks associated with acquisitions.
5. Data Management, Deal Flow Tracking, and Insights
- Deal Flow and Performance Tracking: Maintain a comprehensive database of deal flow, tracking historical performance, financial outcomes, and strategic insights to support ongoing investment strategies.
- Data Analysis for Strategic Insight: Regularly analyse deal data and investment performance, transforming this information into actionable insights that enhance portfolio optimization and strategic planning.
6. General Financial and Property Analysis
- Sensitivity and Scenario Testing: Use financial models to perform scenario analysis that evaluates the impact of varying assumptions and market conditions, providing a basis for stress-testing investment strategies.
- Ad-Hoc Financial Analysis: Support business needs by delivering precise, high-quality financial analysis across finance, property, and investment functions.
Responsibilities
The Investment Analyst will play a critical role in providing advanced financial modelling and analysis to evaluate and manage real estate investment and development opportunities across Spain, a key growth market in which Valor is building its exposure, alongside helping to originate new opportunities directly.
This role requires outstanding financial modelling abilities and a proven track record in creating and adapting complex Excel-based models to drive decision-making, support acquisitions, and inform strategic planning, combined with the commercial drive to build direct relationships with Spanish landlords, agents and brokers.
The analyst will work closely with the investment, finance, and property teams to provide rigorous financial assessments, detailed cash flow forecasting, and scenario analysis that underpin our investment strategy.
Requirements
Required:
- Native-Level Fluency in Spanish: with fluent English, to support landlord outreach, broker relationships and communication with local stakeholders.
- Educational Background: Bachelor’s, Master’s or PhD degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field, with a strong academic record in quantitative courses. Alternatively, we will consider candidates without one of these formal qualifications who can demonstrate a strong appetite for, and interest in, mathematics.
- Outstanding Financial Modelling Skills: Exceptional Excel-based financial modelling skills with a demonstrated ability to design, adapt, and manage complex, scenario-driven models for investment and project appraisal.
- Analytical Acumen: Strong quantitative and analytical abilities, with a deep understanding of financial metrics such as IRR, NPV, cash flow forecasts, sensitivity analysis, and ROI.
- Real Estate Investment Knowledge: Solid understanding of the real estate investment and development lifecycle, including acquisition underwriting, due diligence, property valuation, and financial performance metrics.
- Communication Skills: Excellent written and verbal communication skills, with the ability to synthesize complex financial information and present it clearly to senior management, external stakeholders and prospective counterparties in the Spanish market.
- Entrepreneurial Drive: Highly motivated and entrepreneurial, with real hunger to help build and develop the Valor brand in the Spanish market.
- Attention to Detail and Precision: High level of attention to detail, ensuring accuracy, precision, and consistency in all financial models, reports, and analyses.
Preferred:
- Advanced Financial Software Proficiency: Familiarity with financial modelling and data visualisation tools such as Argus, Power BI, or Tableau.