Senior Investment Reporting Analyst

Robert Walters UK; City Of London; Hybrid; GBP 59,000 - 70,000; Full time

Job summary

A trusted workspace provider in London is seeking a Senior Investment Reporting Analyst. The role includes ensuring accurate investor reporting and conducting detailed portfolio analysis. Candidates should be Qualified Chartered Accountants with at least 3 years of relevant experience. This position offers a salary of up to £70,000 per annum along with a discretionary bonus and a hybrid working model.

Benefits

Discretionary bonus

Pension

Qualifications

• 3+ years of experience in investor relations or real estate FP&A.
• Advanced financial analysis skills required.
• Exceptional ability to distill complex financial data.

Responsibilities

• Ensure accuracy in all investor and external reporting.
• Review and present financial information to stakeholders.
• Produce reports for key investors and third parties.

Skills

Financial analysis

Stakeholder management

Financial modelling

Proficiency in Microsoft Excel

Reporting accuracy

Education

Qualified Chartered Accountant (ACA, ACCA, or equivalent)

Tools

Microsoft Excel

Financial reporting tools

Job description

Our client is looking for a diligent, bright, and highly organised Senior Investment Reporting Analyst to join their dynamic Investor Reporting Team. This role offers an exceptional opportunity to develop expertise in operational real estate while playing a crucial part in ensuring efficient and accurate reporting.

Key Responsibilities:

• Ensure accuracy, clarity, and consistency in all investor and external reporting
• Apply strong accounting knowledge to interpret and analyse financial statements
• Prepare, review, and present financial and commercial information to external stakeholders
• Conduct detailed analysis of portfolio performance, investment metrics, and commercial performance
• Produce clear reports for key investors and third parties
• Work collaboratively with the Analyst to uphold efficiency in reporting
• Support the Senior Manager in drafting strategic narratives on performance
• Develop, refine, and manage investor reporting templates
• Drive improvements in reporting processes
• Collaborate with internal teams to ensure timely data collection

Requirements:

• Qualified Chartered Accountant (ACA, ACCA, or equivalent) with a strong foundation in financial analysis and reporting
• 3+ years of experience in investor relations or real estate FP&A
• Hands-on expertise in financial modelling, budgeting, and forecasting
• Advanced financial analysis skills with proficiency in Microsoft Excel, PowerPoint, and financial reporting tools
• Strong stakeholder management abilities with experience working cross-functionally across finance teams
• Exceptional ability to distill complex financial data into clear insights that drive decision-making

About the Company:

Our client is a trusted workspace provider with ambitious plans to expand their collection of workspaces in the future, pioneering industry change through their conscious design and construction practices.

Job Details:

• Contract Type: Permanent
• Specialism: Accountancy & Finance
• Focus: Corporate Finance
• Salary: Up to £70,000 per annum + discretionary bonus + pension
• Workplace Type: Hybrid
• Experience Level: Mid Management
• Location: London

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates.