Investment Analyst - ACA

Principal Accountabilities:

• Provide support to the recently launched real estate provider. Working with colleagues in the wider investment team, provide oversight of the business, working closely with management to support its growth
• Support on all fundraising requirements of the real estate business, including equity and debt fundraising, working closely with advisors as appropriate and ensuring the corporate structure remains efficient and fit for purpose.
• Assist with execution and management of investments within the real estate sector and related sectors for the company to meet its objectives, provide significant input to the shaping and implementation of their investment strategy
• Comprehensive investment analysis of all direct investments including financial statement and market analysis, financial model building and relevant stress testing, challenging of external models, logically assessing the up and downside risks to deals.
• Preparation and presentation of investment reports both for dissemination internally within the team and more broadly to/for group-wide investment committees.
• Portfolio company performance monitoring duties, including reviews and report writing
• Actively contributing to the formation/implementation of the Direct Investments strategy.
• Modelling the capital (economic, regulatory: IFRS and Solvency II) implications of Direct Investments, to understand how Direct Investments fit onto the balance sheet and therefore identify the key investment risks for the deal.
• Assisting in deal sourcing and management of advisors, partners and
  stakeholders

Ideal Candidate

• Qualified CA/ACA/CFA candidate
• Experience within an audit firm in their Corporate Finance/Transaction Services division
• Strong entrepreneurial mind-set - happy to work across both M&A transactions and platform creation
• Experience of working in residential real estate and/or related fields (e.g. real estate finance)
• Ability to perform financial statement analysis, including in particular detailed cash flow modelling of deals, including familiarity with DCF valuation and LBO modelling, to manage and interrogate cashflows and to develop recommendations for a variety of senior audiences
• Must be enthusiastic and a self-starter.
• Commercially astute and entrepreneurially minded
• Excellent financial analysis skills.
• Strong quantitative background
• Should have experience in a relevant role at a financial institution, including a bank, private equity, financial advisor, accountant, transaction services or fund management firm
• Ability to assess and analyse investment opportunities from first principles
• Mandatory experience of analysing financial statements, understanding capital structures (debt and equity) and a comprehensive understanding of various valuation techniques
• Must have experience of and be competent in preparing investment reports. Preference for previous transaction experience within corporate finance, private equity, infrastructure or real estate

If you wish to apply for the role please send your CV through to charlie.paddock@investigo.co.uk