Job Summary
Our client is a global real estate investor. As part of the team’s expansion, they require a Senior Portfolio Analyst or Associate to join the Portfolio Management team in London that sits in the real estate credit division. The Portfolio Analyst / Associate will be integral in supporting the business in its capital raising efforts and investor reporting responsibilities through portfolio modelling, reporting and analytics.Main responsibilities:
- Manage and regularly update models for existing portfolios and sub-portfolios of primarily real estate construction loans
- Build new models for potential multi-currency portfolio combinations or funds
- Overlay investor level and fund level management fee structures across portfolios
- Monitor capital availability for pipeline deals and allocations
- Help manage and coordinate the portfolio review and reporting process
- Building and improving existing and future quarterly reporting to investors on loans and portfolios
- Collect and aggregate portfolio data, tracking collateral and AUM across different structures
- Help with software implementation and ongoing software improvement and increased use-case
- Support the maintenance of data accuracy, integrity and quality management across the global portfolio at the property, loan and investor level
- Support Capital raising including prepare track record information for marketing materials
- Field and respond to ad-hoc investor and marketing requests as part of the capital raising processes
- Help integrate ESG reporting tools into the underwriting process, working closely with the investment and loan asset management team
- Bachelor’s Degree with a major in real estate, economics, or finance preferred.
- 2-4 years of experience in portfolio analysis and/or credit analysis within the real estate sector
- Those with additional experience will be considered as an Associate hire
- Proven Real Estate experience
- Real estate and construction lending experience would be an advantage
- Proven data analytics and data management experience
- Experience working with loan servicing software
- Advanced financial modelling skills in Excel
- Strong proficiency across Microsoft platform (Excel, Word, and PowerPoint)
- Proficiency in data visualization tools preferred (e.g. Power BI, Tableau)
- Software implementation and management experience
- Strong analytical skills with the ability to gather, organize and interpret complex data and derive meaningful insights
- Ability to work effectively in a collegial, fast moving, dynamic environment
- Strong work ethic with superior writing, presentation, and communication skills
