Investment Analyst

Halecroft Recruitment; London; On-site; GBP 35,000 - 55,000; Full time

Job summary

A prestigious financial services firm is seeking an Investment Analyst to join their Wilmslow team. The candidate will be responsible for supporting portfolio management and conducting financial analysis, requiring strong analytical skills and a degree in a related field. This is an excellent opportunity within a respected institution offering competitive compensation and long-term career growth.

Benefits

Competitive base salary with discretionary bonus

Opportunity for long-term career development

Collaborative team environment

Qualifications

• Degree qualified with minimum 2:1 or 3+ years experience in real estate or financial discipline.
• Strong analytical skills and experience with financial models.
• Excellent written and verbal communication skills.

Responsibilities

• Monitor facility performance and conduct credit analysis.
• Support loan restructurings and investor reporting.
• Manage borrower relationships and daily portfolio operations.

Skills

Analytical skills

Financial modeling

Communication skills

Attention to detail

Commercial acumen

Education

Degree qualified (minimum 2:1)

Equivalent experience (3+ years)

Tools

MS Office (Excel)

Job description

Investment Analyst
Location: Wilmslow, Cheshire

A prestigious, financial services organisation with a long-standing reputation for excellence and discretion is seeking a motivated and analytically strong individual to join their team in Wilmslow.

This is a rare opportunity to join a high-performing team within a growing division that specialises in the management of commercial real estate loan portfolios on behalf of institutional investors. The firm is committed to long-term, sustainable growth and places a strong emphasis on developing talent and collaborative success.

The Role

As an Investment Analyst, you will support the ongoing management and performance of an extensive portfolio. Acting as a key relationship point for borrowers, you will monitor facility performance, conduct credit analysis, and assist in loan restructurings and investor reporting. The role combines financial analysis, stakeholder management, and lending operations.

Key Responsibilities Include:

• Maintaining strong borrower relationships and supporting daily portfolio operations
• Monitoring loan performance and proactively managing under-performance risks
• Conducting financial analysis, covenant testing, and reviewing valuations
• Preparing annual credit reviews and supporting investor reporting cycles
• Assisting with credit applications, restructurings, and loan amendments
• Coordinating with internal teams and external advisors on loan and due diligence
• Participating in site visits, meetings, and wider business initiatives

Ideal Candidate Profile:

• Degree qualified (minimum 2:1) or equivalent experience (3+ years) in real estate, banking, fund management, or a similar financial discipline
• Strong analytical skills and confidence working with financial models and commercial property data
• Excellent written and verbal communication skills, including report writing
• High attention to detail, commercial acumen, and a proactive approach
• Competent in MS Office, particularly Excel
• Willingness to travel across the UK and to work from the Wilmslow office full time during the probation period (with flexible arrangements thereafter

What’s on Offer:

• Competitive base salary with discretionary bonus
• Opportunity to work for a highly respected financial services institution
• Long-term career development with exposure to a sophisticated platforms
• Collaborative and inclusive team environment

Hours: 33.75 hrs per week Mon – Fri (9.30am – 5:15pm)

Salary: Competitive + Bonus + Benefits
Contract: Full-time, Permanent

Location: Wilmslow. Office-based during a 6-month probation period, with flexibility to work one day per week from home thereafter