Finance and Investment Analyst

Kings Oak Capital; Harrow; Híbrido; GBP 50.000 - 90.000; Jornada completa

Descripción de la vacante

Kings Oak Capital, a UK-based property investment and development firm, seeks a Senior Investment Analyst to lead investment appraisal, cash flow forecasting, and financial modelling for residential, commercial, and hospitality assets.

You will analyse deal structures, funding options, and returns, support acquisitions and project evaluation, and provide strategic financial reporting to senior management.

Formación

• Degree in Finance, Economics, Accounting, Real Estate, or related discipline.
• Professional qualifications such as CFA, ACCA, CIMA, or RICS are desirable but not essential.
• Strong expertise in financial modelling and investment appraisal.

Responsabilidades

• Conduct detailed investment appraisals for property acquisitions, developments, and asset management opportunities.
• Evaluate acquisition and disposal opportunities across residential, commercial and hospitality.
• Perform capital investment analysis to assess financial viability, risk exposure, and expected returns.
• Support acquisition and project evaluation including due diligence and transaction analysis.
• Analyse deal structures, funding options, and investor return profiles.
• Build and maintain complex financial models for property investment and development projects.
• Develop cash flow forecasting models for short-term and long-term investment planning.
• Perform scenario analysis and sensitivity testing on investment assumptions.

Conocimientos

Financial modelling

Investment appraisal

Cash flow forecasting

Advanced Excel

Analytical modelling

Numerical analysis

Communication skills

Educación

Degree in Finance/Economics/Accounting/Real Estate

Professional qualifications desirable (CFA/ACCA/CIMA/RICS)

Herramientas

Excel

Valuation software

Descripción del empleo

Key Responsibilities

Investment Appraisal & Acquisition Analysis

• Conduct detailed investment appraisals for property acquisitions, developments, and asset management opportunities
• Evaluate acquisition and disposal opportunities across residential, commercial and hospitality
• Perform capital investment analysis to assess financial viability, risk exposure, and expected returns
• Support acquisition and project evaluation including due diligence and transaction analysis
• Analyse deal structures, funding options, and investor return profiles

Financial Modelling & Forecasting

• Build and maintain complex financial models for property investment and development projects
• Develop cash flow forecasting models for short-term and long-term investment planning
• Perform scenario analysis and sensitivity testing on investment assumptions (e.g. interest rates, yields, construction costs)
• Model development appraisals including build costs, sales/rental projections, and exit strategies
• Maintain and refine valuation models for existing portfolio assets

Capital Investment & Project Evaluation

• Assess capital expenditure proposals and development project feasibility
• Evaluate returns on capital investment across refurbishment, conversion, and development schemes
• Monitor project financial performance against approved investment assumptions and budgets
• Support funding applications, lender reporting, and investment committee submissions

Strategic Financial Reporting & Performance Analysis

• Produce strategic financial reports for senior management and investors
• Analyse portfolio performance including rental income, occupancy levels, yields, and capital growth
• Deliver performance analysis comparing actual results against forecasts, budgets, and investment models
• Provide insight into value enhancement opportunities across the property portfolio
• Prepare investment summaries and board-level reporting materials

Budgeting & Financial Planning

• Assist in preparation of annual budgets and multi-year financial forecasts
• Monitor expenditure against approved budgets across development and operational assets
• Identify variances and provide detailed financial explanations and recommendations
• Support financial planning processes for new acquisitions and ongoing developments

Market Research & Investment Intelligence

• Conduct market research on UK property trends, comparable transactions, and sector performance
• Analyse macroeconomic factors affecting property investment returns (interest rates, inflation, demand trends)
• Monitor competitor activity and benchmark investment performance against market standards

Requirements

Skills, Knowledge & Experience

• Strong expertise in financial modelling, investment appraisal, and cash flow forecasting
• Advanced Excel and analytical modelling capability
• Strong understanding of property investment, development, or real estate finance
• Ability to interpret financial statements and investment performance data
• Strong understanding of budgeting, forecasting, and performance analysis
• Excellent analytical, numerical, and problem-solving skills
• Strong communication skills for presenting financial insights to senior stakeholders

Qualifications

• Degree in Finance, Economics, Accounting, Real Estate, or related discipline (or equivalent experience)
• Professional qualifications such as CFA, ACCA, CIMA, or RICS are desirable but not essential

About the Company

We are a UK-based property investment, development, and asset management company specialising in the acquisition, development, and management of residential, commercial, hospitality, and self-storage assets. Our activities include commercial-to-residential conversions, ground-up developments, portfolio investment, and long-term asset management across income-producing and development-stage properties.