Real Estate Portfolio Analytics Analyst

Madison Berkeley; Greater London; On-site; GBP 42,000 - 65,000; Full time

Job summary

Madison Berkeley is seeking a Portfolio Management Analyst to join its Asset Management and Portfolio teams. You’ll track performance across a portfolio of investments, developments and managed properties, building and updating asset and portfolio cash flow models and running quarterly reforecasts.

You’ll explain variances to senior management, investors, joint venture partners and lenders, and support reporting on valuations, debt facilities and covenant headroom.

Qualifications

• Circa 2 years of relevant experience, including real estate experience and a background in financial reporting, management reporting or a similar analytical role.
• Experience monitoring and reporting on performance across a portfolio of assets, investments or entities.
• Experience maintaining cash flow or financial models and a sound understanding of budgeting, forecasting and variance analysis.
• Strong Excel skills and the ability to organise, reconcile and analyse large datasets.
• Attention to detail, the ability to manage competing deadlines and confidence working across finance and operational teams.
• The ability to explain complex information in clear reports and concise commentary, and the judgement to validate AI‑generated outputs.

Responsibilities

• Update asset and portfolio cash flow models with actual results, revised forecasts and approved business plan changes.
• Run the quarterly reforecast and reconcile model outputs to management accounts and the planning system.
• Track occupancy, rental income, arrears, lease expiries and rent reviews; coordinate with asset managers to explain variances.
• Support reporting on property valuations, debt facilities and covenant headroom; manage debt drawdowns and equity calls.
• Support quarterly investor, fund and joint venture reporting; prepare analyses for lenders and auditors; assist year-end reporting.
• Reconcile data across finance, property and development systems; improve reporting through standardised templates, dashboards and automation, including AI-assisted data extraction and checks.

Skills

Real estate experience

Financial reporting

Management reporting

Excel skills

Data analysis

Job description

Madison Berkeley is seeking a Portfolio Management Analyst to join its Asset Management and Portfolio teams. You’ll track performance across a portfolio of investments, developments and managed properties, building and updating asset and portfolio cash flow models and running quarterly reforecasts.

You’ll explain variances to senior management, investors, joint venture partners and lenders, and support reporting on valuations, debt facilities and covenant headroom.