Portfolio Analyst at Higher Capital
lancashire, Lancashire - England, United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

19 Nov, 26

Salary

0.0

Posted On

21 Aug, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Yes

Skills

Industry

Financial Services & Insurance

Description

We’re working with a specialist real estate investor, developer and operator focused on living assets to appoint a Portfolio Analyst.

The role will work closely with Asset & Investment Management, driving portfolio reporting, financial analysis, performance insight and investment underwriting.


Key responsibilities:

  • Own monthly revenue and operator reporting
  • Produce portfolio-level distribution forecasts
  • Analyse P&L performance and identify key drivers
  • Maintain leasing trackers and operational data
  • Prepare investor reporting and presentations
  • Support market analysis and asset-level strategy
  • Improve reporting processes, data quality and use of AI


What we’re looking for:

  • 2+ years’ experience in FP&A, finance, accounting, audit or an analytical role
  • Strong Excel and financial modelling skills to include waterfall distributions
  • Good understanding of P&L and financial statements
  • Strong analytical and commercial judgement
  • Experience working with large datasets
  • Excellent PowerPoint and communication skills
  • Real estate experience, particularly PBSA/BTR/Co-living, advantageous


Responsibilities
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