Portfolio Analyst

Higher Capital Consulting; Greater London; On-site; GBP 42,000 - 62,000; Full time

Job summary

Higher Capital Consulting, a specialist real estate investor, developer and operator focused on living assets, is seeking a Portfolio Analyst in London to join its team. You will own monthly reporting and support investment underwriting, driving analysis and value creation.

Working with Asset & Investment Management, you’ll analyse P&L drivers, maintain data quality and prepare investor materials, with a focus on performance insight and process improvement including AI-enabled reporting.

Qualifications

• 2+ years’ experience in FP&A, finance, accounting, audit or an analytical role.
• Strong Excel and financial modelling skills to include waterfall distributions
• Good understanding of P&L and financial statements
• Strong analytical and commercial judgement
• Experience working with large datasets
• Excellent PowerPoint and communication skills
• Real estate experience, particularly PBSA/BTR/Co-living, advantageous

Responsibilities

• Own monthly revenue and operator reporting
• Analyse P&L performance and identify key drivers
• Maintain leasing trackers and operational data
• Prepare investor reporting and presentations
• Support market analysis and asset-level strategy
• Improve reporting processes, data quality and use of AI

Skills

Excel

Financial modelling

PowerPoint

Communication

Analytics

Tools

Large datasets

Job description

We’re working with a specialist real estate investor, developer and operator focused on living assets to appoint a Portfolio Analyst.

The role will work closely with Asset & Investment Management, driving portfolio reporting, financial analysis, performance insight and investment underwriting.

Key responsibilities:

• Own monthly revenue and operator reporting
• Analyse P&L performance and identify key drivers
• Maintain leasing trackers and operational data
• Prepare investor reporting and presentations
• Support market analysis and asset-level strategy
• Improve reporting processes, data quality and use of AI

What we’re looking for:

• 2+ years’ experience in FP&A, finance, accounting, audit or an analytical role
• Strong Excel and financial modelling skills to include waterfall distributions
• Good understanding of P&L and financial statements
• Strong analytical and commercial judgement
• Experience working with large datasets
• Excellent PowerPoint and communication skills
• Real estate experience, particularly PBSA/BTR/Co-living, advantageous