Investment Analyst

Hours & Location: 37.5 hours - Altrincham

The Investment Analyst will be responsible for assisting on acquisitions, disposals and monitoring portfolio performance, using data science to inform investment and asset management decisions. You will be required to perform scenario analysis on investment and disposal opportunities which will include analysis of the Assura portfolio to show the impact of different strategic options and enabling a maximised return on the estate. You will also be responsible for modelling potential market changes and informing senior leadership on the impacts on the portfolio, recommending mitigating or optimised strategies.

You will be playing a key role in driving the change and continuous improvement required in systems, people and process to give senior leaders more access to information when making key investment decision.

Key Responsibilities 

Portfolio modelling

  • Ability to create and maintain a financial model that can be used to assess performance (income & capital returns) across the portfolio and asset performance

  • Strong understanding of the fundamental drivers of a real estate portfolio and ability to translate those into a model to support optimal investment decisions

  • Work as a bridge between the Finance and Property teams to ensure returns are being maximised for shareholders, and decisions are being made for the long-term benefit 

  • Report on investment performance and identify where assets have over or under-performed against expectations

  • Liaison with MSCI to analyse benchmark data and provide insight to Assura Management Team

  • Aid in the creation of new metrics to drive and monitor business performance on an income and capital level

Business Partnering (Finance & Portfolio Team)

  • Understand the REIT compliance obligations and how these may be impacted by various modelling

  • Build compliance with funding restrictions into appropriate models

  • Advise on financial forecasts and cash flows, including projections to financial year ends

  • Understand different funding models and ownership structures (e.g. JVs/partial ownership) and forecast appropriate risks and returns on these

  • Provide advice and challenge on complex or high-risk transactions

  • Support the Property team developing fund and asset management models and producing portfolio KPIs    

  • Contribute to the development and implementation of business plans for investment strategies and individual assets with asset managers

  • Review operating and capital budgets for the portfolio including, life-cycle costing and repairs and maintenance provisions

  • Working within the business development team on the production of market forecasts, market insight and commentary as well as fund and asset level support

Person Specification

  • Experienced analyst with background in real estate 

  • Highly numerical individual with strong analytical skills and attention to detail

  • Driven and ambitious individual 

  • Strong proficiency in FP&A tools, Management Information software and proficiency in MS Excel 

  • Ability to influence colleagues at all levels

  • Able to confidently present and explain complex information to senior management and board level executives

  • Ability to effectively prioritise & manage daily work to fixed deadlines

  • Experience working with valuation software and Power BI 

Employee Benefits 

  • Share incentive plan

  • Discretionary bonus scheme 

  • 25 days holiday pro rata – in addition to bank holidays and the ability to buy a further 5 days each holiday year

  • Life assurance policy 

  • Private medical insurance

  • Cycle to work scheme

  • Hybrid working framework

  • Electric car scheme 

  • Paid professional subscriptions

Employment with Assura is subject to satisfactory reference and disclosure checks. 

To apply, please send your CV to [email protected]