Analyst, Portfolio Management
Location: London Knightsbridge, 5 days a week
Reporting to: Calum Hulme - Managing Director – Investor Relations
About the Role
This is an exciting opportunity to join a high-performing private equity team with a strong track record. You will gain hands-on experience in managing a private asset portfolio and executing asset investment business plans while working across multiple disciplines, including investor relations, portfolio management, and corporate development.
We are looking for an individual who is financially competent, analytically minded, and curious, with strong writing and problem-solving skills. Previous real estate knowledge and a high standard of Excel proficiency is required along with the ability to work flexibly in a fast-paced, dynamic environment.
Key Responsibilities:
Investor Relations
* Develop and maintain strong relationships with investors through regular communication, including calls and in-person meetings.
* Manage relationships with lenders, providing updates and analysis as required.
Investor Reporting
* Prepare quarterly written investment updates on asset business plans.
* Produce quarterly market updates covering capital markets and relevant property market activity.
Fund & Portfolio Management
* Create and maintain asset cash flow models to assist with the financial and commercial oversight of the current portfolio, supporting key investment decisions.
* Collaborate with asset managers to assess and recommend decisions on leases, capital expenditure, and asset sales to maximise investor returns.
* Identify and evaluate value-add initiatives, such as asset restructuring opportunities.
* Work closely with the finance team on portfolio valuations, covenant compliance, and the automation of financial models.
* Drive operational improvements, including the use of AI to enhance reconciliations and reporting.
Corporate Development
* Support fundraising efforts for new discretionary funds and separate accounts.
* Assist in originating debt for new investments and refinancing by producing cash flow models and lender presentations.
* Review acquisition materials and cash flow models with the deal team.
Key Skills & Experience:
* Minimum of three years experience in commercial real estate / private equity
* Strong financial acumen and analytical skills.
* Excellent written and verbal communication skills.
* Proficiency in Excel and financial modelling.
* Problem-solving mindset with the ability to think logically and commercially.
* Ability to work autonomously and manage multiple priorities in a fast-moving environment.
* Flexibility and adaptability to support various business needs as required.
* Strong attention to detail and a proactive approach to learning and development.
Summary:
This role offers an excellent platform for professional growth within a dynamic and entrepreneurial private equity environment. This role requires experience within a real estate environment and financial knowledge gained through education or work experience. If you are commercially minded and eager to develop a broad skill set across investment, asset management, and corporate finance, we encourage you to apply.
Benefits:
* 25 days holiday + bank holidays
* PMI and Healthcare Cash Plan
* 5% Company Pension Contribution
* 3x Life Assurance
* Cycle to work scheme
* Discretionary bonus
Interview Process:
* 1st Stage screening call with TA
* Modelling test
* 2nd stage Interview with Hiring Manager
* Final stage Interview with Board
Company Values:
* Professionalism | We seek to outperform expectations with individuals able to express themselves whilst always upholding the highest professional standards
* Ownership | Every asset, problem or opportunity is treated as though it is our own. The group delivers all real estate services in house and never outsources responsibility or blame
* Entrepreneurialism | We challenge convention constantly encouraging imaginative solutions and rigorous debate in pursuit of better performance. Everyone is empowered to make decisions
* Meritocracy | Results, hard work and good ideas trump age, experience, and meaningless job titles. We have built a diverse team where everyone encouraged to work collaboratively to reach their full potential
* Action This Day | We never put off anything until tomorrow that can be done today