REITs Sector Head - L/S Equity

Thurn Partners; Greater London; On-site; GBP 140,000 - 240,000; Full time

Job summary

A global investment firm is seeking a Real Estate Sector Lead to drive coverage in the sector. The successful candidate will generate fundamental investment ideas, conduct in-depth analyses, and contribute to portfolio management while collaborating with other professionals. A minimum of 5 years of experience in Real Estate coverage is essential, paired with a process-driven mindset and strong collaborative skills. This is a permanent position in a dynamic and supportive environment.

Qualifications

• 5+ years of experience in Real Estate coverage with extensive sector knowledge.
• Strong process-driven attitude with distinct investment insights.
• Proven collaborative skills within dynamic teams.

Responsibilities

• Generate and manage fundamental long/short ideas in Real Estate.
• Conduct comprehensive analysis of companies and markets.
• Contribute actively to portfolio construction and risk management.

Skills

Experience in Real Estate coverage

Investment edge

Collaboration

Deep fundamental research

Education

Bachelor's degree in Finance/Real Estate/Related field

Tools

Quantitative platforms

Job description

This global investment firm are expanding their equities capability, with a focus on fundamental long/short investing supported by quantitative research and portfolio construction tools. The approach prioritises flexibility, disciplined risk management, and stock-specific alpha.

As part of this expansion, the firm is appointing a Real Estate Sector Lead to build and run coverage across the sector.

The business is organised around small, sector-focused teams that are supported by shared data, technology, and research resources. Investors operate in a collaborative environment with high transparency and accountability, and the opportunity to contribute meaningfully to portfolio outcomes.

The Role

• Generating and owning fundamental long/short ideas across the Real Estate sector.
• Conducting deep company, industry, regulatory, and balance-sheet analysis to source idiosyncratic alpha.
• Actively contributing to portfolio construction, risk management, and position sizing, with full transparency into P&L.
• Continually re-underwriting positions and rigorously challenging investment theses.
• Leveraging systematic signals, alternative data, and quantitative tools to enhance idea generation and portfolio robustness.
• Collaborating closely with other PMs and analysts, sharing insights and contributing to the broader investment ecosystem.

Your Profile

• 5+ years of experience in Real Estate coverage and a large depth of knowledge in the sector
• Highly process-driven, with a distinct investment edge.
• Deep expertise in your equity coverage universe.
• Strong collaborator, eager to build relationships within a dynamic team.
• Naturally curious, with a passion for deep fundamental research.

Pre-Application Requirements

• This is a permanent role; contract applicants will not be considered.
• Your application is subject to our privacy policy, found here: https://www.thurnpartners.com/privacy-policy