Analyst – Portfolio Management (Equity Portfolios)

  • London
  • Job reference 13695
  • Location London
  • Duration Permanent

Background to Requirement

Our client is a specialist asset management company based in London and backed by a large International banking group. This organisation manages over £12billion on behalf of a range of clients including a significant real estate allocation. This organisation currently has an existing, successful platform within the listed real estate sector however with the ambition to grow significantly over the coming years. The real estate team is a small business unit and the successful candidate will play a leading role in its growth and development. Please be advised that this is not an entry level Analyst position. We are searching for a professional with between 4 – 8 years relevant experience.

Core duties

  • Co- Manage real estate equity portfolios as agreed with the Portfolio Manager and Head of Multi Assets to achieve outperformance against benchmark in 1,3,5 year periods.
  • Research real estate companies to deliver investment outperformance
  • Build and maintain models on listed real estate companies
  • Check and implement trades, managing their progression with the dealers
  • Build company financial models and valuation criteria taking into account environmental, social and governance value drivers and risk

Skills and Experience Required

  • Minimum of 4 years experience in real estate equity investment
  • Excellent financial modelling capabilities
  • Experience in US REITS would be highly desirable
  • Qualifications in IMC or CFA would be desirable

To discuss this position in more detail, please send your CV to tim.forbes@foundationrecruitment.com