Portfolio Analyst Student Accommodation

Job Description

Supporting across the Real Estate Investment Management (REIM) team, this role will provide general financial analysis across a range of deliverables, including investor reporting, business planning, scenario analysis, financial modelling, and liquidity analysis.Client DetailsMy client is a global Investor who focuss on the student accommodation sector. They have aspirations to become the largest PBSA provider globally. You will work as a portfolio analyst in the REIM business based out of London reporting into the global head of Analysts.Description

Investor Reporting

1. Support on financial modelling, research and co-ordination of investor reports
2. Liaise with key members of the business to validate modelling assumptions
3. Support the portfolio individuals including broader and local portfolio teams with the risk analysis and associated portfolio sensitivities
4. Produce financial analysis on investor returns
5. Collate and report committed and actual spend against approved acquisition budgets

Portfolio Management

1. Model business plans and provide detailed and extensive cash flow modelling
2. Assist in the preparation of external valuations by liaising with key stakeholders.
3. Support maintaining fund models for performance and forecast reporting including fluctuations in shareholder subscriptions, redemptions and distributions and movements in investment allocations and performance
4. Perform frequent portfolio updates, collating data from local teams to establish inflows and outflows in portfolios, manage cash across portfolios and ensure compliance with investment guidelines
5. Measure performance and understand net asset value calculations.
6. Provide fund and client reporting to internal and external clients, ensuring its accuracy and timely delivery
7. Co-ordinate with performance and marketing teams in production of materials for client presentations and investor queries
8. Gather, collate and report on industry and portfolio research
9. Assist portfolio and fund managers with weekly, monthly and quarterly commentaries. Good overview of financial markets and macroeconomic trends is required.

Profile

1. Educated to degree level or equivalent (2:1 and above) in a related business or analytical subject
2. Passion - Shows interest in, anticipates, and responds timely to external and internal stakeholder needs.
3. 2-4 years experience with a demonstrable track record of analytical and modelling work within real estate investment internationally;
4. Proven exposure and ability to support the structure of high value deals and execute effectively
5. Excellent financial modelling, analysis and research skills
6. High-level analytical, planning, organising and problem-solving skills;
7. Substantial level of skill in liaising with a range of stakeholders, using influencing, interpersonal, consultation and relationship building skills;
8. Ability to commercially evaluate financial data, and present conclusions to inform business decisions;
9. Highly developed verbal and written communication skills, including the ability to prepare documentation for stakeholders groups at varying levels;
10. In-depth knowledge of Microsoft Office products specifically Excel, PowerPoint, and Word Experience of working with high levels of self-sufficiency, in a matrix global organisation with diverse workforces.

Job OfferCompetitive Base and Bonus & Benefits Package Required skills

Portfolio Management

PBSA. Financial Modelling

Keyskills :
Ptfolio Management PBSA. Financial Modelling