Portfolio Monitoring Senior Analyst - Private Equity Real Estate

Goodman Masson; City Of London; On-site; GBP 70,000 - 75,000; Full time

Job summary

A leading investment management firm in London is looking for a Senior Analyst to join their team. This role will involve monitoring a European portfolio, offering insights into performance and valuations. The ideal candidate should be a qualified accountant or CFA holder with a strong understanding of financial metrics and experience in the Real Estate sector. A competitive salary is offered alongside performance bonuses.

Qualifications

• At least 2 years post qualification experience.
• Understanding of DCFs and performance metrics.
• Knowledge of Real Estate sector is a plus.

Responsibilities

• Monitor European portfolio and provide performance analysis.
• Challenge portfolio valuations and ensure accurate information.
• Forecasting and planning for European RE portfolio.
• Support funding needs through debt financing.
• Collaborate with Investor Relations on ad hoc requests.

Skills

Portfolio Monitoring

Performance Reporting

Financial Modeling

DCF Understanding

Investor Relations

Education

Qualified Accountant or CFA

Job description

Job Description

Role: Senior Analyst - Portfolio Monitoring and FP&A

Salary: £70,000-£75,000 plus bonus

One of the world's leading Private Equity Real Estate Investment Managers is looking to hire a Senior Analyst into their London team. The role incorporates:

• Portfolio Monitoring of European portfolio by providing Track Record Summary (IRRs, Multiples etc), Performance Reporting Summary and Analysis
• Challenge portfolio Valuations and work on the Asset Management Models to ensure investors receive up-to-date and accurate info on portfolio performance and future returns
• Forecasting & Planning for the European RE portfolio
• Support funding needs of portfolio companies through debt financing
• Work with Investor Relations to go back on ad hoc requests and support investor presentations
• Partner with Portfolio Managers to provide financial insight and guide investment and operational decisions

The portfolio you will look after will typically consist of REITs that have been taken private or Real Estate companies that have been bought out.

The right candidate for this role will be either a qualified accountant or CFA qualified with at least 2 years post qualification experience. You must have an understanding of DCFs and performance metrics such as IRRs and Real Estate sector knowledge would be a plus.