Investment Analyst - Value Add Fund Manager
Our client combines an entrepreneurial approach and creative flair with an institutional standard of analysis and risk assessment in everything it undertakes. The team benefits from having a solid institutional background, combined with an artistic, design-led sensibility and social conscience. Staff are expected to be problem solvers and are encouraged to research new ideas/strategies and propose them to senior management. They focus on purpose and success with a conscience, the idea that positive impact and financial returns are not mutually exclusive. This ethos runs through the entire business and they have a desire to make positive meaningful change across everything they do.
They are a value-add fund manager with substantial funds to deploy and a focus on Value-Add investments in London locations, generating strong returns from asset enhancing strategies that repurpose real estate in an intelligent manner. The management structure combined with the ability to leverage internal capital allows them the flexibility and agility to take advantage of new opportunities across all sectors. Their agility, experience and independence enables them to identify and act on opportunities quicker than many institutional players. They are currently actively seeking single asset deals, large corporate real estate portfolios, NPL’s, existing property businesses or underperforming listed vehicles.
They have two Analyst roles at the moment, and need an Investment Analyst to focus on Due Diligence and the Underwriting of new potential Investments, as well as a Portfolio / Asset Analyst to run the numbers on potential asset management scenarios to help them write the asset plans, as well as doing quarterly reporting and analysising fund performance for investors.
Role & Responsibilities
Support investment team with financial underwrite analysis across all mandates.
Assist with the preparation of investment memorandums.
Support the investment team with the due diligence process.
Update asset reporting cashflows on a quarterly basis, or as requested.
Support investment and asset management team with quarterly reporting duties in line with internal processes and timescales.
Suggest and implement methods to improve underwrite models.
Essential Skills & Experience
2+ years experience in an RE Investment or Portfolio Analyst role at a real estate firm or institution.
Excellent cashflow modelling skills from scratch including debt financing.
Excellent PowerPoint and Word skills.
Excellent business writing skills.
Must have strong attention to detail.
Ability to work in an open, entrepreneurial environment.
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