Job Description
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)
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