Financial Modelling Analyst - Real Estate Investment Manager

Caravel Search
London, United Kingdom
£70k - £85k
25 May 2023
24 Jun 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Are you an expert financial modeller who is interested to join a well-established debt investor which is going through and interesting period of growth and change?

We are working with a real estate debt fund which is significantly expanding by adding new product lines and moving into new jurisdictions. They need to hire a financial modeller to play a key role in their strategic team.

Why this opportunity might appeal to you:
  • You will be a key member of a small team in which you can have creative input
  • The work will be varied covering portfolio level, capital allocation and asset level modelling as well as ad-hoc project work
  • The firm is well-backed with a clear plan so you will have job security
  • You will have a lot of smart people around you to learn from

They are looking for:
  • A degree in quantitative field and a high level of competence in Excel and VBA
  • 2+ years of financial modelling experience gained in an investment firm (PE, credit, institutional etc), debt fund, bank or insurance company
  • Familiarity with sophisticated debt products: senior; junior; mezzanine constructs; asset-backed leverage; and subscription lines, is highly desirable. Such exposure will have helped develop a working knowledge of IRR.

A more detailed job description:
  • Develop, maintain, and update financial and portfolio models using mathematical and statistical methods to support decision-making, forecasting, budgeting, business strategies, and the launch of new products across various product lines and debt products
  • Build and routinely run portfolio models for forecasting and finance, creating high-quality mathematical templates for the economic analysis of lending products for origination teams, and providing actionable insights to management based on robust financial analysis
  • Collaborate with other departments for data gathering and analysis and use VBA and SQL to automate complex reports and user-friendly models, meeting the increased reporting demands of our expanding stakeholder base.
  • Analyse and problem-solve with structured, clear, and logical approaches, continuously improving analytical and reporting processes, and simplifying complex concepts to support product and treasury development
  • Manage multiple workstreams, deliver timely reports to external stakeholders, and support the finance function in optimizing revenue models, portfolio treasury allocations, and performance
  • Monitor, report, and analyse key performance indicators (KPIs) related to financial models, portfolio performance, and treasury allocations. Regularly prepare and present comprehensive management information reports to provide valuable insights, facilitate strategic decision-making, and ensure alignment with business objectives