Job Summary
Our client is a global real estate investor. As part of the team’s expansion, they require a Portfolio Associate in the Portfolio Management team in London which sits within the wider real estate credit division. The Portfolio 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.
- 3-5 years of experience in portfolio analysis and/or credit analysis within the real estate sector
- Proven experience in the UK / Pan European Real Estate market
- 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
