As an Investment Associate, you'll support senior members of the Investment Team across the full investment lifecycle, from the appraisal and execution of new investments through to their ongoing management. With an initial focus on affordable housing investments, you'll help review new opportunities by building and maintaining financial models, undertaking market research and analysing investment performance.
You'll review third-party due diligence reports, support grant funding applications, prepare Investment Committee papers and assist with legal documentation throughout transactions. You'll also work closely with the Asset Management and Finance teams to prepare management information and portfolio reporting, while contributing to the origination of new investment opportunities and product development. This is an excellent opportunity to gain broad exposure within a highly entrepreneurial and socially focused investment team.
Essential Criteria
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Strong understanding of underwriting residential real estate assets, ideally with experience across single family housing investments.
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Proven experience working within a real estate investment firm or within a valuation and capital markets team at a consultancy business.
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Advanced Excel modelling skills, including the ability to build and analyse cashflow models, IRR calculations and investment waterfall structures.
- Experience supporting investment transactions, including due diligence, investment appraisal and investment reporting.
More about you
You'll be a commercially minded investment professional with experience within the real estate sector and a strong interest in delivering investment returns alongside social impact. You will be comfortable working with complex financial information and have the ability to interpret data, challenge assumptions and support investment decision-making through robust analysis.
You'll enjoy working collaboratively with a variety of stakeholders and be able to build effective professional relationships both internally and externally. With a proactive approach and strong attention to detail, you'll use your initiative to manage competing priorities and make sound judgements in a fast-paced environment. Most importantly, you'll be eager to learn, develop your career and contribute to the continued growth of a successful investment platform.
What you'll get
We know rewarding work deserves rewarding benefits. That's why, alongside a competitive salary, you'll have access to a package designed to support you at work and beyond.
You'll receive:
• Pension with matched contributions up to 7%
• Bonus scheme
• 35 days holiday (including bank holidays) with the option to buy or sell days
• Healthcare cashback plan for everyday medical costs, with private GP and health support services available
• Comprehensive wellbeing support including counselling, flu jabs, our Employee Assistance Programme (EAP) and access to our Wellbeing Hub, supporting your mental, physical and financial wellbeing
• Access to Our Place Rewards, offering discounts and savings on groceries, travel, shopping, home products and other lifestyle purchases
• Ongoing training, professional qualifications, internal development programmes and career progression opportunities
• Recognition programmes including Star Awards and Colleague Awards, celebrating achievements and recognising great work
• Strong focus on inclusion, wellbeing and colleague engagement
• Free membership to Places Gyms
• Life Assurance to provide financial security for your loved ones, alongside access to will writing services to help you plan for the future with confidence
