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Senior Investment Reporting Analyst

Robert Walters UK

London

Hybrid

GBP 59,000 - 70,000

Full time

9 days ago

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An established industry player is seeking a Senior Investment Reporting Analyst to join their dynamic Investor Reporting Team. This role presents an exceptional chance to deepen your expertise in operational real estate while ensuring efficient and accurate reporting. You will be responsible for producing clear reports for key investors, conducting detailed analysis of portfolio performance, and collaborating with internal teams to enhance reporting processes. If you are a qualified Chartered Accountant with a passion for financial analysis and stakeholder management, this position offers the perfect opportunity to make a significant impact in a forward-thinking organization poised for growth.

Discretionary Bonus

Pension Plan

3+ years of experience in investor relations or real estate FP&A.
Strong foundation in financial analysis and reporting.

Ensure accuracy and consistency in all investor and external reporting.
Conduct detailed analysis of portfolio performance and investment metrics.

Financial Analysis

Stakeholder Management

Financial Modelling

Budgeting

Forecasting

Accounting Knowledge

Reporting Skills

Qualified Chartered Accountant (ACA, ACCA, or equivalent)

Microsoft Excel

PowerPoint

Financial Reporting Tools

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.

What you'll do:

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

What you bring:

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

What sets this company apart:

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

About the job

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
Job Reference: ZJT9AJ-308C5690
Date posted: 14 March 2025
Consultant: Hannah Bottrill