Senior Analyst
6 days ago
We are looking for a Senior Analyst, Portfolio Management to join our client’s team, responsible for driving portfolio performance and supporting strategic investment decisions across the business.
Our client is a rapidly expanding self-storage provider and part of a private equity-backed portfolio, entering an exciting growth phase. You’ll work closely with cross-functional teams and provide key insights to help shape the company’s future direction.
Key Responsibilities:
1. Portfolio Management:
- Track and optimise portfolio performance using key metrics.
- Conduct portfolio rebalancing to maximize returns and mitigate risks by monitoring market conditions and regulatory shifts.
- Benchmark portfolio performance against industry standards to ensure competitive positioning.
- Support M&A, divestitures, and strategic investment decisions.
2. Data Analytics & Governance:
- Provide data-driven insights for portfolio optimisation.
- Maintain a strong financial reporting framework for data integrity and reliable decision-making.
3. Financial Strategy:
- Develop strategies to enhance portfolio performance.
- Support budgeting, forecasting, and capital allocation processes.
- Conduct in-depth financial analysis, including scenario modeling, market evaluation, and portfolio trend analysis to identify value-creation opportunities.
4. Stakeholder Management:
- Prepare and present detailed reports and recommendations to senior leadership.
- Collaborate with internal teams to ensure alignment of portfolio strategies with overall corporate goals.
Key Skills:
- Strong analytical skills, with a data-driven approach to decision-making.
- Proficiency in financial modelling, forecasting, and Excel, with a high level of accuracy in analysis and reporting.
- Adaptability in fast-paced environments, adjusting strategies to meet evolving market conditions.
- Excellent communicator and team player with a growth mindset and commitment to excellence.
Desired Qualifications:
- Bachelor’s degree in Finance, Real Estate, or Business Administration; an advanced degree such as an MBA or a Master’s in Finance is advantageous.
- Minimum 5 years of experience, preferably with asset or fund management firms
Tell employers what skills you have
Forecasting
Analytical Skills
Modeling
Trend Analysis
Strategy
Adaptability
Portfolio Management
Financial Modelling
Financial Analysis
Budgeting
Capital
Team Player
Real Estate
Stakeholder Management
Financial Reporting
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