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 Fund Analyst will play 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. 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.

The team

Currently a team of 8 Investment professionals in a wider debt team of 50+ professionals.

Key responsibilities:

• Fund & Financial Modelling
• Reporting & Investor Relations
• Operational Support

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 – 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, Shout & 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 

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.