Job Description
SRM are supporting a rapidly scaling PE backed rapidly scaling Real Estate group to recruit an Investment Analyst.
Our client is looking for a candidate with current real estate experience, ideally available on short notice, with immediate availability preferred.
The Investment Analyst will report directly to the Head of Group FP&A and work closely with the Group CFO, Head of Group Technology, Group Controller and key regional non-finance stakeholders
You will play a pivotal role in the continued growth of the group. You will conduct comprehensive financial analysis and business partnering. This will include new deal underwriting, debt raising & management, trend analysis and scenario modelling, to evaluate business performance and identify key drivers of financial results to drive decision making across the group.
Responsibilities:
Treasury:
* Support group cashflow providing short-term and medium-term forecasting across the group which considers their debt and equity arrangements as part of this.
* Create consistent template for group finance teams to populate on regular basis.
* Supporting the Group CFO & Group Head of FP&A and regional teams on debt raising initiatives, liaising with lenders and advisory teams.
* Monitor debt compliance across the group with clear calendar in place to help manage and monitor compliance, reporting and covenant testing.
* Own debt models and periodic updating of those for lenders and investors.
Investment Management:
* Own the equity models for each business and drive ownership of assumptions into regions.
* Collate information from the businesses on pipeline, debt and other regular reporting.
* Lead period valuation process across the group with external advisors and valuers.
Acquisitions:
* Review Group Appraisal Models to support the CFO & regional teams on evaluating new acquisition opportunities presented by the regional businesses.
* Evolve group appraisal models to create consistent templates across the group (including levered returns) to support Investment Committee papers and decisions.
* Lead on collating and filing information related to Investment Committee meetings.
Analytics / Research:
* Support the Head of Group FP&A & finance team on business analytics on operational performance from time-to-time.
* Support group finance in the management of the data warehouse and to produce group level insights on operational performance.
* Thought leader for research within the group, helping collate relevant third-party research where available.
To be considered you will be/have:
* Proven experience in an Analytical role in Real Estate, and be highly proficient in excel and data/visual analytics
* A qualified accountant (ACA, CA, ACCA, CIMA) or CFA
* Strong leadership skills with the ability to inspire and lead cross-functional workstreams (both externally & internally).
* Strong communication skills, with the ability to effectively engage and influence stakeholders at all levels.
* Experience in data manipulation and report writing in established BI tool (e.g. Power BI, Tableau, Conjura (including SQL / DAX).
* Experience working in an entrepreneurial and/or private equity backed business.
This role is working for a Central London based company and offers a hybrid working model (3 days a week in the office)