Analyst - Residential Fund Management -FTC

Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long‑term investment and savings solutions.

Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent. We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.

M&G Real Estate is a global real estate investor with £36.9bn assets under management ("AUM") and part of M&G plc with £323bn AUM. M&G has invested £6.4bn globally into the living sector, equating to over 30,000 beds. This includes a dedicated UK Living Fund with investments of over £1.4bn in build‑to‑rent (“BTR”), single family housing (“SFH”) and senior living; a UK affordable housing Fund with commitments of c.£350m
;
European Living investments of c.€850m and investments into purpose built student accommodation (“PBSA”) of over £750m
.

We are looking for a highly personable, strategic and motivated individual to join as an Analyst working in the Residential team at M&G Real Estate. The individual will support the Residential Fund Managers to deliver the Fund’s objectives and will gain wide‑ranging experience across the spectrum of property investment and asset management activities. The individual should have strong financial acumen, proven track record and keen interest in the living sector.

They should be comfortable working in an entrepreneurial environment where team collaboration and a hard‑working attitude are paramount.

• Responsible to design, build and manage complex models for fund and asset level analysis with high proficiency in Excel.
• Support asset management colleagues to ensure ongoing performance of investment portfolio in line with the business plan, identifying and executing opportunities to enhance asset performance.
• Provide assistance as required to fund management colleagues with financial and reporting requirements.
• Liaise with the Fund valuers on a quarterly and ad hoc basis as required.
• Appraise, evaluate and approve the Asset Manager’s proposals for enhancing asset performance whether through the Asset Plan or individual Asset Initiatives.

• Support on the acquisition of standing investments, corporate acquisitions and forward fundings of Residential transactions. Keen interest to develop skills regarding structuring and execution of transactions.
• Support the ‘deal owner’ for purchases and sales working with internal and external stakeholders and advisors to complete due diligence required to undertake the transactions.
• Support the ‘deal owner’ to prepare the papers and present investment opportunities to the Investment Committee.
• Personable demeanour with the ability to form deep relationships with the investment market across the spectrum of agents, investors and developers.
• Keen interest in the living sector, including BTR, SFH, PBSA, senior living and Affordable Housing.
• Excellent analytical and quantitative skills.
• Good understanding of the legal aspects involved in residential asset management, development and investment.
• Good understanding of the development and construction aspects of real estate with the ability to, working in conjunction with internal building surveyor colleagues, agree development fundings and provide ongoing oversight during construction.

• Support the AM team as required to establish and deliver the annual business plan for each asset including but not limited to: hold/sell recommendation, historic and prospective returns analysis, key initiatives, budget analysis and forecasting, NOI growth, H&S review and ESG strategy.
• Support the AM team…