Portfolio Analyst - BTR

deverellsmith; England; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading real estate firm in the UK is seeking a Portfolio Analyst to join its Finance/Asset Management team. The successful candidate will monitor and analyze portfolio performance, prepare performance reports, and support investment transactions. Candidates should have at least 2 years of experience in real estate or investment management, strong financial modeling and Excel skills, and excellent analytical abilities. The role offers competitive compensation and hybrid work potential.

Benefits

Competitive compensation

Hybrid working potential

High-growth platform with institutional backing

Entrepreneurial culture with flat structure

Qualifications

• 2+ years' experience in real estate, investment management, corporate finance, or analytical roles.
• Excellent analytical skills and attention to detail.
• Proactive and capable of managing multiple priorities.

Responsibilities

• Monitor and analyse the residential portfolio performance.
• Prepare portfolio performance reports tracking KPIs.
• Support investment transactions, refinancing, underwriting, and due diligence processes.

Skills

Financial modelling

Excel

Market research

Analytical skills

Communication

Education

Degree in Real Estate, Finance, Economics, or related field

Tools

Power BI

Job description

About the Company

A real estate investment and asset management business specialising in purpose-built residential living (Build-to-Rent and Purpose-Built Student Accommodation) across the UK, backed by institutional capital. The company operates a growing portfolio of thousands of student beds and residential apartments across major UK cities, with expansion interests in Europe.

Role Overview

This Portfolio Analyst position sits within the Finance/Asset Management team and offers exposure to portfolio performance analysis, investment analysis, and strategic planning within a data-driven real estate platform.

Key Responsibilities

• Monitor and analyse the residential portfolio performance across BTR and PBSA assets
• Prepare portfolio performance reports tracking KPIs (occupancy, rental growth, operating costs, NOI)
• Maintain financial models and dashboards for performance monitoring and forecasting
• Support investment transactions, refinancing, underwriting, and due diligence processes
• Deliver investor and lender reporting with accuracy and insight
• Collaborate across asset management, finance, and operations teams
• Conduct market research, benchmarking, and competitor analysis
• Contribute to annual business planning, quarterly reporting, and board materials

Ideal Candidate

• 2+ years' experience in real estate, investment management, corporate finance, or analytical roles
• Strong financial modelling and Excel skills (Power BI experience advantageous)
• Understanding of investment metrics and portfolio reporting
• Exposure to real estate valuation or debt processes desirable
• Degree in Real Estate, Finance, Economics, or related field advantageous
• Excellent analytical skills, attention to detail, and numeracy
• Strong communication skills with ability to present to senior stakeholders
• Proactive, organised, and capable of managing multiple priorities

What's Offered

• High-growth platform with institutional backing
• Exposure across BTR and PBSA sectors (UK and Europe)
• Entrepreneurial culture with flat structure and senior management access
• Competitive compensation
• Hybrid working potential