Investment Analyst
Location: Wilmslow, Cheshire
A prestigious, financial services organisation with a long-standing reputation for excellence and discretion is seeking a motivated and analytically strong individual to join their team in Wilmslow.
This is a rare opportunity to join a high-performing team within a growing division that specialises in the management of commercial real estate loan portfolios on behalf of institutional investors. The firm is committed to long-term, sustainable growth and places a strong emphasis on developing talent and collaborative success.
The Role
As an Investment Analyst, you will support the ongoing management and performance of an extensive portfolio. Acting as a key relationship point for borrowers, you will monitor facility performance, conduct credit analysis, and assist in loan restructurings and investor reporting. The role combines financial analysis, stakeholder management, and lending operations.
Key Responsibilities Include:
Maintaining strong borrower relationships and supporting daily portfolio operations
Monitoring loan performance and proactively managing under-performance risks
Conducting financial analysis, covenant testing, and reviewing valuations
Preparing annual credit reviews and supporting investor reporting cycles
Assisting with credit applications, restructurings, and loan amendments
Coordinating with internal teams and external advisors on loan and due diligence
Participating in site visits, meetings, and wider business initiatives
Ideal Candidate Profile:
Degree qualified (minimum 2:1) or equivalent experience (3+ years) in real estate, banking, fund management, or a similar financial discipline
Strong analytical skills and confidence working with financial models and commercial property data
Excellent written and verbal communication skills, including report writing
High attention to detail, commercial acumen, and a proactive approach
Competent in MS Office, particularly Excel
Willingness to travel across the UK and to work from the Wilmslow office full time during the probation period (with flexible arrangements thereafter
What’s on Offer:
Competitive base salary with discretionary bonus
Opportunity to work for a highly respected financial services institution
Long-term career development with exposure to a sophisticated platforms
Collaborative and inclusive team environment
Hours: 33.75 hrs per week Mon – Fri (9.30am – 5:15pm)
Salary: Competitive (Depending on experience) + Bonus + Benefits
Contract: Full-time, Permanent
Location: Wilmslow. Office-based during a 6-month probation period, with flexibility to work one day per week from home thereafter
Please note: Applicants must have the right to work in the UK