Senior Associate - Portfolio Management

Real Estate Investment (Fund) Management

A leading real estate investment management platform is looking to appoint a Senior Portfolio Management Associate.

This is a high-impact role overseeing a substantial separate account mandate with c£600m of assets under management across UK commercial and industrial real estate. You’ll be central to investment decision-making and play a key role in shaping the portfolio strategy.

The purpose of the role is to serve as the go-to expert for all financial, commercial, and investment related matters across the portfolio. You'll lead performance monitoring and analysis - interrogating complex financial models; and providing real-time analysis and insights to senior leadership and institutional investment partners.

Key responsibilities:

Portfolio Monitoring

• Act as the primary commercial reference point for the portfolio
• Deliver real-time financial analysis and insight to senior stakeholders and JV partners
• Monitor key metrics including occupancy, rent, ERV, WAULT, capex and returns
• Produce high-quality reporting, board packs and investor materials

Financial Modelling & Analysis

• Own and maintain asset-level and portfolio financial models
• Stress-test assumptions (yields, rents, voids, financing, capex)
• Support investment decisions including leasing, disposals and refinancing

Investor & Capital Structures

• Work closely with institutional partners on performance and reporting
• Manage investor reporting, drawdowns and distributions
• Understand and apply JV structures, waterfalls and promote mechanics

Strategic & Business Partnering

• Collaborate with asset management and investment teams
• Support acquisitions and disposals with robust underwriting analysis
• Contribute to investment committee and board materials

Process & Governance

• Maintain rigorous model control and reporting standards
• Drive improvements in reporting and analytical processes

About You

You are a commercially minded real estate finance professional who thrives in a fast-paced, high-expectation environment.

Essential:

• 5–8 years’ experience in real estate investment, asset management, fund finance or FP&A
• Strong track record managing performance across multi-asset portfolios
• Advanced Excel and financial modelling capability
• Deep understanding of debt structures, equity waterfalls and JV mechanics
• Ability to interpret complex models and extract actionable insight quickly
• Experience delivering reporting to institutional investors or lenders
• Confident communicator, comfortable operating with senior stakeholders

• Preferred:

  • Experience in commercial, industrial or logistics real estate assets
  • Exposure to VBA or Python (advantageous, not essential)