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About our client

The business has a diverse real estate portfolio, and this newly created senior role sits at the intersection of finance, portfolio performance, asset management and investor reporting. The successful candidate will provide commercially focused insight into portfolio performance, value creation and investment returns, working closely with senior leadership, institutional investors and asset management teams. The role offers significant exposure to decision making, a hands on involvement with underlying assets and the opportunity to build and lead a small team as the function grows.

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What the job involves

• Portfolio analytics: Analyse portfolio performance and monitor key metrics, including occupancy, revenue, costs and EBITDA
• Investor reporting: Lead monthly and quarterly investor reporting, providing clear performance insights and addressing investor requirements
• Asset management: Work closely with operational and asset management teams, visiting assets to identify performance trends, risks and opportunities
• Financial modelling and Valuation: Maintain financial models and analyse cash flows, valuations and investment returns
• Commercial insight: Translate financial and operational data into actionable recommendations for senior leadership and investors
• Strategic projects: Support acquisitions, disposals and other strategic initiatives through financial and commercial analysis
• Stakeholder management: Connect finance, operations, asset management and investors, ensuring accurate, timely and commercially relevant information
• Function development: Enhance reporting and analytical processes, with the opportunity to build and lead a team as the function grows

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Who we are looking for

• Strong financial modelling, analysis and commercial evaluation skills, with the ability to translate complex data into actionable insights
• Experience in portfolio, investor or management reporting, presenting financial and operational performance to senior stakeholders
• Strong commercial acumen and understanding of the drivers of asset performance, portfolio value and investment returns
• Experience working closely with underlying assets and asset management teams to assess performance, challenge assumptions and identify opportunities for improvement
• Excellent communication and stakeholder management skills, with the confidence to engage senior leadership, institutional investors and operational teams
• Strong problem solving skills, with the ability to identify risks, assess their commercial impact and drive solutions
• A hands on approach, with a willingness to visit assets and engage directly with operational teams
• Proactive and commercially minded, with the ability to take ownership, influence decision making and help develop a portfolio analytics function