Investment Analyst

M7 Real Estate Ltd; England; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading real estate investment firm in England is seeking an experienced Investment Analyst. This role involves conducting high-quality financial analysis, reporting, and supporting portfolio performance strategies. Candidates should have a degree in Finance or related fields and 1–3 years' experience in investment management. Strong analytical skills and proficiency in Excel are required. This position offers the opportunity to collaborate with senior leadership and contribute significantly to decision-making processes.

Qualifications

• 1–3 years’ experience in investment management, real estate, corporate finance, or financial services.
• Strong analytical and financial modelling skills essential.
• Desirable CFA/CA/ACA qualification.

Responsibilities

• Conduct detailed financial analysis to enhance performance.
• Prepare and present financial reporting for stakeholders.
• Collaborate with leadership for strategic decision-making.

Skills

Analytical skills

Financial modelling

Communication skills

Organizational skills

Collaboration skills

Education

Bachelor’s degree in Finance, Economics, Real Estate, or related field

Tools

Excel

Financial software

Job description

Investment Analyst – Job Description

The Role

We are seeking an Investment Analyst to join our Investment Management team. This role will be responsible for providing high-quality financial analysis, reporting, and forecasting to support the performance of investment vehicles. The Analyst will also play a key role in supporting the Asset Management team in developing and implementing strategies to enhance portfolio performance.

Key Responsibilities

• Conduct detailed financial analysis to drive performance and deliver value-adding insights across the portfolio.
• Prepare, review, and present monthly, quarterly, and ad hoc reporting packs for internal and external stakeholders.
• Collaborate effectively with senior leadership to support strategic decision-making.
• Working with the various local asset management teams to assist in the development and execution of asset and portfolio management strategies.
• Respond to ad hoc queries on asset and portfolio performance from stakeholders including investors, lenders, and the board.
• Manage and maintain data integrity across in-house database systems and reporting platforms.
• Support planning and forecasting cycles, ensuring alignment across finance, asset management, and other business functions.
• Develop a clear understanding of all drivers of Net Operating Income (NOI) from both an Asset Management and Financial Reporting perspective and effectively communicate business performance.

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, Real Estate, or a related field (CFA/CA/ACA qualification desirable).
• 1–3 years’ experience in investment management, real estate, corporate finance, or financial services.
• Strong analytical and financial modelling skills, with proficiency in Excel and financial software.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Highly organised, detail-oriented, and capable of managing multiple workstreams under tight deadlines.
• A collaborative mindset with the ability to liaise confidently with internal and external stakeholders.