Overview
Portfolio Analyst – Property Finance Jobs in London Area, United Kingdom at Caravel
Title: Portfolio Analyst – Property Finance
Company: Caravel
Location: London Area, United Kingdom
Portfolio Analyst (Finance & Loan Management) – Property Finance
This is an opportunity to join an established, well capitalised real estate alternate lender as a portfolio analyst.
The role is a mixture of finance and analysis and loan asset management.
A few reasons why this might appeal to you:
You will gain broad experience across the property finance portfolio management function
You will be encouraged to bring new ideas and fresh thinking to the team
Flexible working (3 days per week in the office)
Great employee benefits package
They have a positive, collegiate working environment
They will sponsor you to do an accounting (likely ACCA) qualification
What they need:
6-12 months of experience of working in finance, likely in an accounting / finance function (practice or client side) or some kind of reporting role.
The must haves are:
High level of proficiency in Excel
Very strong attention to detail
Able to manage and track multiple work flows
Strong communication skills
A more detailed job spec:
Loan management:
Supporting with reviewing loan agreements to on-board newly closed loans into the loan management system, as well as overseeing any loan amendments
Monitoring the live loan book (including insurance, LTVs, covenants, monthly drawdowns)
Assisting with maintaining financial accuracy of all loans within loan management system
Assisting Risk team in reviewing key reports and updating internal systems / database
Financial analysis:
Assisting Finance, Risk and Origination teams with ad-hoc analysis (including collecting and analysing data on existing loan book for raising institutional capital)
Generating & critiquing loan and redemption statements for borrowers
Monitoring of cash and other banking activities
Analysing short-term cash demands and inflows for treasury management
Providing information and analysis to both corporate & fund auditors
Assembling and analysing data for further institutional funding
Reporting to external funding partners
Other information:
Hybrid working, Mayfair office location.
Salary range £35-40,000 + discretionary bonus + good benefits package.
