Portfolio Analyst

Portfolio Analyst / Associate – REAL ESTATE

We’re working with a specialist real estate investor, developer and operator focused on living assets to appoint a Portfolio Analyst.

The role will work closely with Asset & Investment Management, driving portfolio reporting, financial analysis, performance insight and investment underwriting.

Key responsibilities:

• Own monthly revenue and operator reporting
• Produce portfolio-level distribution forecasts
• Analyse P&L performance and identify key drivers
• Maintain leasing trackers and operational data
• Prepare investor reporting and presentations
• Support market analysis and asset-level strategy
• Improve reporting processes, data quality and use of AI

What we’re looking for:

• 2+ years’ experience in FP&A, finance, accounting, audit or an analytical role
• Strong Excel and financial modelling skills to include waterfall distributions
• Good understanding of P&L and financial statements
• Strong analytical and commercial judgement
• Experience working with large datasets
• Excellent PowerPoint and communication skills
• Real estate experience, particularly PBSA/BTR/Co-living, advantageous

Hybrid working

£60,000 – £90,000 base + Discretionary bonus.

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