Real Estate Fund / Portfolio Analyst

Overview

In this role you will own the fund model across multiple assets and classes, supporting financial modelling, investor reporting, and portfolio analysis. You will collaborate with Investment & Asset Management teams to validate assumptions and stress-test plans. You will deliver regular performance updates and help coordinate investor materials as the fund scales in the UK and Europe. This is a growth-focused position in a specialist PE real estate investor, offering autonomy and high-impact reporting at senior levels.

Pay / Benefits

• Excellent fixed + variable compensation
• pension

Responsibilities

• Own and maintain the Fund model for multiple assets across classes
• Support financial modelling, research, and investor reporting coordination
• Stress-test and validate modelling assumptions with Investment & AM / Dev teams
• Produce portfolio performance and risk analysis for regular reporting
• Collate capex/spend against budgets and assist valuations with stakeholders
• Prepare external valuations and liaise with key stakeholders
• Provide portfolio updates, quantify fund inflows/outflows, ensure compliance with investment guidelines
• Support fund and investor reporting for SLT meetings and investor presentations

Key requirements

• Analytically focused STEM/Real Estate/RE Finance degree or related (desirable but not mandatory)
• Prior portfolio or fund analysis experience in PE Real Estate or investment management
• Experience analysing and reporting on UK & European Real Estate products
• Advanced analytical Excel skills and complex fund modelling
• High attention to detail and ability to spot anomalies
• Able to work in a fast-paced environment with a proactive, team-oriented mindset
• Strong slide deck, reporting, and ad-hoc communications skills
• Ability to work independently as fund model owner while collaborating with SLT/Investment team

• can-do attitude
• attention to detail
• independence and accountability
• advanced analytical Excel
• fund modelling
• portfolio performance analysis

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