Title: Investment Portfolio Manager / Analyst
Location: London (1 New Burlington Pl, London W1S 2HR)
Reporting to: Group Investment Director
Scope: UK and European – Industrial, Warehouses, Data Centres
About SEGRO:
- We are a leading owner, asset manager and developer of modern warehousing and industrial property.
- For over 100 years we have anticipated and responded to the evolving priorities of stakeholders, creating a portfolio of high quality assets across the UK and Europe.
- Our portfolio includes big box and urban warehouses, located in around cities and key transport hubs across the UK and Europe. Designed to the highest standards, our sites provide maximum flexibility to suit a broad range of customers, from manufacturing and logistics to Q-commerce, film and TV studios.
The Role:
SEGRO’s investment function is split across 3 closely aligned teams: Group, UK & Continental Europe Investment teams.
This role will sit in the central Group Investment team supporting investment-related activity across the Business.
This role is varied with duties evolving throughout the year in-line with our investment cycle, so we require a technical candidate with the dexterity to handle a range of tasks. The key duties include:
- Valuation: Help lead on the co-ordination of the bi-annual valuation of the Group with ownership taken of internal and external stakeholders.
- Strategy / Portfolio Planning & Forecasting: Assist in the planning and forecasting process for the assets to aid asset and strategy planning.
- MSCI: Assisting with the reviewing, evaluating and disseminating the bi-annual MSCI portfolio benchmarking to the wider business.
- Acquisitions & Disposals: Assist with preparation of investment committee papers. review IRR analysis of opportunities, and provide ad hoc advanced modelling and analytics.
The Successful Candidate:
Essential:
- Analytical / strategic skills – ability to creatively explore issues, improve processes and find solutions
- Competent in portfolio investment valuation
- Strong numerical and analytical skills
- Excellent attention to detail, ensuring accuracy and precision in all activities.
- Financial rigor (including modelling)
- Able to provide and present insights from data
- Proficient with Argus Enterprise
- Proficient with Excel modelling and cashflow development
- Excellent communication skills – fluent in English, able to collaborate internally. Effective written and verbal communication skills to convey complex financial information clearly.
- Calm and resilient under pressure
Desirable:
- Power BI / Tableau Proficiency
- Anaplan experience
- In depth knowledge of the commercial property industry and market
- Degree in Property or Finance
- Experience of managing/liaising with an external team of professionals
- An understanding of the investment property acquisition and disposals process
Crucially, we are happy to assess both Analyst applicants, and more established junior Associate candidates, for this position.
The Recruitment Process:
- We have partnered with Tom Enefer at Cobalt Recruitment to lead our search and act as the first point of contact with our applicants. Both direct and third-party applicants will be directed to Tom for the first conversation.
- Following this, you will interview with a set of key team members across our Group – this will be an opportunity for to understand the scope of our role fully, in addition to us assessing your suitability. You will also participate in a case study. Tom will be able to provide all further details on this and advise you throughout.
- If you are interested in hearing more about this process, Tom looks forward to speaking with you.