We are looking for a highly numerate investment professional to take personal accountability for deal underwriting and fund reporting across the UK Residential Platform. The individual will undertake a pivotal role in the platform team at a time where we have significant dry powder to deploy and are undergoing rapid expansion.
This role will span transaction underwriting and execution, fund modelling and reporting together with the opportunity to engage with external and internal stakeholders. This is a great role for someone to make a real impact within an established and rapidly expanding living platform whilst simultaneously developing their own career in the living sector.
Your key responsibilities:
Transactions:
- Assist the transaction and portfolio teams in sourcing and tracking opportunities for all UK based living requirements.
- Build and maintain financial models to appraise investment opportunities and project fund level returns
- Appraise and structure deals creatively, factoring in knowledge of equity, debt, grant and fund structuring.
- Responsible for the first review of opportunities with initial decision making responsibility to progress or decline opportunities in a swift and professional manner.
- Derive and present a range of business plans to senior team members on investment opportunities.
- Understand residential operating considerations such as gross to net leakage and service charge.
- Consider opportunities from a residents perspective
- Understand our competition at investor and operator level.
- Assist in monitoring asset level risks, for example loan covenants and statutory risk.
- Preparation of buy / hold sell analysis on existing assets.
Reporting and fund management:
- Management and coordination of fund valuation, fund performance and property level reporting
- Analysis of fund performance and ability to recommend and implement future strategic workstreams to fulfil financial and impact objectives
- Coordination and analysis of asset level operational performance data including gross to net leakage and tenant satisfaction.
- Engagement with clients where applicable with the opportunity to contribute to client pitching and ongoing in person reporting.
- Prepare asset performance reports or recommendations for the Client, Head of Sector and the CBRE Investment Management Oversight Committee/ Investment Committee
- Other ad hoc reporting
Key Skills/Experience:
- Highly numerate and analytical.
- Financial Modelling experience is a must with expert knowledge of Excel and AI a key requirement. Knowledge of Anaplan Software preferred but not essential.
- Preference for experience in Living Investment markets but not essential. Specifically, knowledge of single family, multi family PRS and affordable housing a bonus.
- Knowledge of equity, debt and grant structures preferrable.
- IMC qualified preferred, CFA beneficial but not essential
- Attention to detail and good organisational skills.
- Creative and ability to appraise opportunities considering a variety of business plans
- High conviction in their opinions but with the confidence to ask questions where required
- Pro-active with a good work ethic and a team player.
About CBREIM UK Residential Platform
CBREIM’s UK Residential Platform originates, executes and manages Living investments across the UK, supported by a broader EMEA Residential capability with c. £6bn of direct AUM. The EMEA platform invests across a number of residential sub sectors including affordable housing and single family housing, partnering with specialist operating platforms to deliver scalable portfolios and high-quality homes for residents.
A core component of the UK platform is the UK Affordable Housing Fund (AHF), with c. £700m of AUM across multi family and single family housing consisting of a portfolio of 3,000+ homes across the UK. Building on this track record, CBREIM has launched UK Single Family Housing Partners (SFHP), reflecting the team’s high conviction in the UK single family housing sector. SFHP has raised £400m with further equity anticipated.
The UK Platform is also responsible for the investment and management of UK based assets on behalf of non domestic capital and funds including separate account clients, CBRE European Residential Partners and our flagship Pan European Core Fund.
Alongside the capital being deployed across current strategies, the platform’s combined AUM and dry powder is expected to double over the next two years, creating strong momentum and a growing pipeline of investment and asset management activity.
The Residential Investment Analyst will support the UK team on day-to-day execution and platform priorities with a specific focus on investment activity, portfolio management and equity raise. Specifically, this will involve taking a lead role in underwriting, deal level and fund level financial modelling, pipeline tracking, portfolio reporting and selected investor engagement. This role provides a fantastic opportunity for an individual to take a pivotal role across a broad range of strategies, transactions and portfolio management within a growing UK and EMEA Living platform.
The role is intentionally broad and will involve close collaboration with investment, asset management and external operating partner teams, as well as with internal shared functions such as fund operations, financial operations, analytics, legal, risk and investor services.
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