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Portfolio Analyst

LocationUnited Kingdom, London
Published20th October
SectorCommercial Real Estate Innovation
Job Type
Job TypePermanent
ConsultantJames Gershfield

PropTech Portfolio Analyst role based in London, UK.


You’re energetic and collaborative, someone who does not accept things as they are ‘supposed to be’, or ‘have been’ done. Our client is an original. They are market leaders and not followers.

  • This role is ideal for an analyst with a passion for UK real estate seeking to join a fast paced, dynamic and friendly team.
  • Supporting Senior Analysts on client facing mandates, you will be responsible for collecting, maintaining, and elevating the quality of our client’s real estate data and assembling reports on quarterly performance.
  • In addition, you will be responsible for providing research to enable their clients, future clients, and management team to make strategic investment decisions.
  • This is a great opportunity for an individual looking to contribute to the success of a developing business area within an exciting growing organisation.

Key responsibilities will include assisting the Associates in analysing and reporting on investments and performance for Private Equity, Pension Funds, HNW and Institutional investors. Team support will include responding to data queries, running and maintaining cash flow models, and assisting in assessing acquisition and disposal opportunities.

Specific responsibilities include but are not limited to:
  • Responsible for managing the production of ad-hoc research and analysis on tenant covenants, comparable sales and lettings, industry analysis and public company performance.
  • Assemble and interpret national, regional, and local economic and property market information to create views about rental growth, pricing, and prospective total returns for property markets in the UK. This information will be assembled both from literature, maintained databases, and from meetings with Senior Analysts, Investment Professionals and Directors.
  • Assist in supporting research to assess specific proposed transactions.
  • Support the Associate in collecting, collating, and updating tenancy and asset level data.
  • Review and analyse news alerts and companies house filings for key tenants.
  • Monitor and analyse third party performance KPI data.
  • Provide support in modelling and analysing financial data regarding refinancing, acquisitions, and/or disposition of investments.
  • Attend to requests for information and analysis from internal clients.
  • Identify gaps in data and uniformity issues.
SPECIAL REQUIREMENTS (e.g. travel, unsocial hours)
  • Normal Hours of work for this role are 5 days a week 9.00 am – 6:00 pm based in the Company’s London office –please note they currently have special arrangements in place for working safely during the coronavirus outbreak.
  • Must be flexible and able to work extended hours as likely necessary on occasion.
  • May be required to travel both within the United Kingdom and abroad
  • Excellent business user of MS Office software including Word, Excel and PowerPoint
  • Experience linking sets of data together using Excel
  • Intermediate to advanced use of Excel including but not limited to:

o IF, Lookup and Index/Match Functions

o Pivot tables

o Data visualisation

  • 1-3 years’ experience working in real estate.
  • Ability to work in fast paced dynamic environment.
  • Ability to learn and apply concepts quickly.
  • Resilient problem solver.
  • Strong verbal and written communication skills.
  • Previous experience with VBA, Cash Flow Models, and financial statements within the Property/Real Estate Industry would be desirable but not essential.
  • Previous accounting experience/background desirable but not essential.
  • A Level education or equivalent.
  • Degree education or equivalent in a related discipline (desirable)


LMRE United Kingdom consultant

James Gershfield

James Gershfield

+44 (0)20 3833 2253

LOCATION: United Kingdom

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