Fund Analyst

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About the Role

What's in it for you?

This is an exciting opportunity to join a market-leading real estate debt team that manages a diverse portfolio and engages in high-profile transactions. The team offers a dynamic and collaborative work environment, with significant opportunities for professional development and growth.

The team

You be part of the Octopus Real Estate team playing a critical role in supporting the Real Estate Debt team by maintaining and updating fund models, analysing investment opportunities, and contributing to the effective management of the portfolio.

What will you be doing?

The successful candidate will be responsible for delivering accurate financial reporting, valuation analysis, and ad hoc support for the investment team. They will have prior experience in real estate finance, outstanding financial modelling skills, and exceptional attention to detail.

Fund & Financial Modelling

• Maintain and update fund models, ensuring accuracy and alignment with the latest portfolio data.
• Conduct scenario testing for non-performing loans in collaboration with the portfolio management team.
• Assist with proprietary valuation work for investments and provide deal analysis to support new transactions.
• Maintain and refine loan viability models to assess financial health and risk exposure.

· Reporting & Investor Relations

• Provide regular financial updates to investors, including quarterly and bi-annual reporting.
• Work closely with the fund accounting team to deliver high-quality, timely reports.
• Liaise with the fund administrator to support periodic reporting and ensure compliance.
• Respond to ad hoc investor requests with precision and professionalism.

· Operational Support

• Assist with annual budgeting for the debt team, aligning forecasts with strategic goals.
• Support the investment team by delivering detailed financial analysis and modelling for prospective and existing investments.

Qualifications

• CFA (Chartered Financial Analyst) or AFA (Associate Financial Analyst) designation is required.
• Outstanding financial modelling skills with a proven ability to handle complex analyses.
• Prior experience in real estate finance is essential.
• Demonstrated attention to detail and commitment to delivering accurate, high-quality work.
• Strong knowledge of financial reporting processes and fund management operations.

What we offer

💰 A competitive salary, bonus, pension and share incentive plan 
✈️ Untracked holiday 
🏡 Hybrid working –  most of our people spend 3 days a week in the office
⚓ Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more 
👪 Up to 6 months paid parental leave regardless of gender 
❤️ Life insurance, critical illness cover and income protection 
🏥 Private medical insurance for you and your family 
🚗 Electric vehicle leasing 
🌍 The option to work overseas up to a month per year 

Our Values 
At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make.   

We are committed to building a workplace where diversity is valued, and inclusion is a priority. By providing equal opportunities for growth and development, we embrace and celebrate all races, genders, religions, sexual orientations, ages, disabilities, and socio-economic backgrounds. We believe teams achieve their best when every member feels safe, respected and empowered to be their authentic selves.

We're proud to be disability confident and are committed to supporting candidates with a disability, including neurodiversity and mental health conditions, throughout the recruitment process. Applicants are welcome to opt-in to the disability confident scheme as part of our application process. If you require any adjustments to the interview process, we’ll be happy to accommodate where possible.