Investment Associate/Analyst - Living Sector

JR United Kingdom; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player in the Living Sector is seeking an Investment Associate/Analyst to join their dynamic team in London. This role offers significant deal exposure and the opportunity for career progression towards an Investment Management seat. You'll be involved in the origination of new investments, analyzing transactions, and collaborating closely with Asset Management teams. The ideal candidate will possess strong Excel modeling skills and an entrepreneurial mindset, making this an exciting opportunity for those looking to grow in a fast-paced environment.

Qualifications

• Experience in the living sector, especially in affordable housing.
• Strong Excel modeling skills and a hands-on approach to deals.

Responsibilities

• Originate new investments and visit sites for hands-on deal involvement.
• Analyze investments through financial models and present findings.

Skills

Excel Modeling

Investment Analysis

Financial Modeling

Interpersonal Skills

Education

MRICS Qualification

Degree in Finance or Related Field

Job description

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Investment Associate/Analyst - Living Sector, London

Client:

Cobalt Recruitment

Location:

London, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

I am partnered with a Living Sector Investment Management firm, with the capital in place to complete multiple billion of transactions within the coming few years. This is a lean and agile team, but with an incredible name and brand in the market.

They are seeking an individual at Analyst or Associate level, to work in their dynamic team and be encouraged to grow towards an Investment Management seat in the medium-term.

You will receive significant deal exposure in this lean team, and career progression is a key focus for the client – which I found incredibly refreshing.

The duties will include:

• Involved in the origination of new investments, encouraged to visit sites and be hands-on with the deals
• Analyzing investments through financial models and in-depth research of each transaction, and presenting this to the investment committee
• Working closely with Asset Management teams, with access to the full lifecycle of these transactions
• Preparing Investment Committee papers to support new investments passing through the Investment Committee process
• Assisting with the building and maintenance of financial models at both investment and fund levels
• Assisting with the preparation of investor reporting / presentations and handling investor queries

The ideal candidate will likely possess:

• Living sector experience, with experience within affordable housing being highly advantageous
• MRICS qualification is preferable
• Strong Excel modeling skills, with a strong appetite to utilize interpersonal skills and have a hands-on role with deals
• An entrepreneurial, forward-thinking mindset