Senior Investment Reporting Analyst

Overview

Our client is looking for a diligent, bright, and highly organised Senior Investment Reporting Analyst to join their dynamic Investor Reporting Team. This role offers an exceptional opportunity to develop expertise in operational real estate while playing a crucial part in ensuring efficient and accurate reporting.

As a Senior Investment Reporting Analyst, your role will be pivotal in ensuring efficient and accurate reporting. You will be responsible for maintaining high standards of data integrity and transparency across all investor and external reports. Your strong accounting knowledge will be utilised to interpret complex financial statements. You will also prepare, review, and present financial information to various stakeholders. Your ability to conduct detailed analysis of portfolio performance will be key in this role.

Furthermore, you will produce well-structured reports for key investors while working collaboratively with the Analyst to improve efficiency in reporting.

• Ensure accuracy, clarity, and consistency in all investor and external reporting
• Apply strong accounting knowledge to interpret and analyse financial statements
• Prepare, review, and present financial and commercial information to external stakeholders
• Conduct detailed analysis of portfolio performance, investment metrics, and commercial performance
• Produce clear reports for key investors and third parties
• Work collaboratively with the Analyst to uphold efficiency in reporting
• Support the Senior Manager in drafting strategic narratives on performance
• Develop, refine, and manage investor reporting templates
• Drive improvements in reporting processes
• Collaborate with internal teams to ensure timely data collection

As a Senior Investment Reporting Analyst, you bring a wealth of experience and skills to the table. You are a qualified Chartered Accountant with a solid foundation in financial analysis and reporting. Your hands-on expertise in financial modelling, budgeting, and forecasting ensures data accuracy and strategic decision-making support. Your advanced financial analysis skills are complemented by your proficiency in Microsoft Excel, PowerPoint, and financial reporting tools.

Your strong stakeholder management abilities and experience working cross-functionally across finance teams make you an ideal candidate for this role.

• Qualified Chartered Accountant (ACA, ACCA, or equivalent) with a strong foundation in financial analysis and reporting
• 3+ years of experience in investor relations or real estate FP&A
• Hands-on expertise in financial modelling, budgeting, and forecasting
• Advanced financial analysis skills with proficiency in Microsoft Excel, PowerPoint, and financial reporting tools
• Strong stakeholder management abilities with experience working cross-functionally across finance teams
• Exceptional ability to distill complex financial data into clear insights that drive decision-making

Our client is a trusted workspace provider. They have ambitious plans to expand their collection of work spaces in the future, pioneering industry change through their conscious design and construction practices.

Contract Type: Permanent

Specialism: Accountancy & Finance

Focus: Corporate Finance

Salary: Up to £70,000 per annum + discretionary bonus + pension

Workplace Type: Hybrid

Experience Level: Mid Management

Location: London

Industry: Accountancy