Senior Investment Analyst

Overview

In this role you will support multi-sector property investment strategies by delivering rigorous investment analysis, financial modelling, and transaction structuring. You will partner with the Property team and Portfolio Fund Managers to inform asset-level business plans and cross-fund portfolio planning, influencing investment decisions and portfolio performance. You will help shape new investment propositions and provide insights that support strategic planning across property funds. This is a collaborative, multidisciplinary role with a clear impact on RLAM’s property portfolios and investment outcomes.

Pay / Benefits

• 28 days annual leave + bank holidays
• up to 14% employer pension matching
• private medical insurance

Responsibilities

• Deliver detailed investment analysis and financial modelling to evaluate new property opportunities and propositions
• Support transaction structuring by assessing risk, return, and viability
• Collaborate with Portfolio Fund Managers to provide cross-fund investment analysis for portfolio business plans
• Produce high-quality financial analysis and performance forecasts for strategic planning across property funds
• Work with the wider Property team to enhance asset business plans through robust investment insights and modelling

Key requirements

• Previous exposure to real estate
• In-depth knowledge of property investment and occupational sectors, the economy, and other asset classes
• Understanding of investment processes including valuation, development, and funding
• Experience in asset management, investment and development processes, including valuations, DCF and financial models
• Ability to work independently and in a team; mentoring and advising others
• Solid knowledge of legal/economic frameworks impacting property investment
• CFA / ACA / MRICS qualified (or similar) preferred
• Experience with Anaplan (highly desirable), Power BI and Argus Enterprise considered a plus
• Strong Excel skills with financial modelling

• Mentoring and coaching
• Independent and collaborative work style
• Analytical communication
• Anaplan
• Power BI
• Argus Enterprise

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