Part-Qualified Finance Associate - Real Estate Investment & Development
London | £50,000 + benefits | Permanent, full-time
About the opportunity
Our client, a growing real estate investment and development business, is looking for an analytical, commercially minded part-qualified Finance Associate to join its strategic finance team. Reporting to the Associate Director, you'll play a central role in building the business's investment, appraisal and valuation functions. This is an important time to join: the business is expanding its portfolio and moving from self-funded development towards third-party financing.
This role focuses on modelling. If you enjoy building robust, scalable financial models that shape real investment decisions, this role offers genuine scope and visibility.
What you'll be doing
- Preparing and improving development appraisal models across multiple projects, and tracking live project data against budgets to report ROI throughout the development lifecycle
- Supporting stabilised appraisals and investment modelling, including research into market and operational metrics, and liaising with agents and external advisers
- Helping to build a valuations function from the ground up, including quarterly portfolio valuation reporting and analysis of rents, yields and asset performance
- Developing a centralised asset management model, along with KPI dashboards that give clear visibility of portfolio performance
- Preparing asset memorandums for banking partners, acquisitions and quarterly reporting
- Maintaining and improving utilities benchmarking and forecasting in partnership with the management accounts team
- Providing ad hoc modelling and analysis support across the business
What we're looking for
Essential:
- Part-qualified accountant (ACA, ACCA, CIMA or equivalent)
- Advanced Excel skills, including complex financial modelling and data analysis
- Strong analytical and problem-solving skills
- Excellent communication skills and confidence engaging with stakeholders at all levels
- High attention to detail and strong organisation
Desirable:
- Experience in the real estate sector (ideally 4+ years), with an understanding of multiple asset classes
- Experience in valuations and/or development appraisal (ideally 2+ years)
- Experience with Power BI or similar reporting tools
- A strong academic background
Apply now!
