Portfolio Management Analyst - Real Estate

London, England, United Kingdom

12/3/2024

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Position Title: Portfolio Management Analyst - Real Estate

Corporate Title: Associate

Department: Real Estate

Location: London

Background

Barings is looking to hire a junior member of the Barings Real Estate European Value Add (the Fund) portfolio management team. The Fund series consists of two funds to date, the first fund which raised €300m in 2016 and a second which raised €850m in 2021. A third fund targeting €1bn is in the early stages of being marketed and has €150m seed capital. Fund I has generated excellent performance to date whilst Fund II is at the latter stages of its investment period.

The Role

PORTFOLIO MANAGEMENT

• Manage and prepare quantitative analysis of portfolio and asset business plans
• Collate and report committed and actual spend against approved acquisition budgets
• Develop and maintain fund models for performance and forecast reporting including fluctuations in shareholder subscriptions, redemptions and distributions and movements in investment allocations and performance
• Perform frequent portfolio updates, collating data from local teams and JV partners to establish inflows and outflows in portfolios, manage cash across portfolios and ensure compliance with investment guidelines
• Measure performance and understand net asset value calculations.
• Provide fund and client reporting to internal and external clients, ensuring its accuracy and timely delivery
• Co-ordinate with performance and marketing teams in production of materials for client presentations and investor queries
  
  
  

ACQUISITION AND ASSET MANAGEMENT

• Independently build and maintain detailed financial models to analyse investment opportunities
• Examine Joint Ventures, club deals and direct investments
• Liaise with key members of the business to validate underwriting assumptions
• Coordinate closing activities internally and externally
• Coordinate and draft investment memos and strategy papers to be presented to the investment committee
• Take an active role in the monitoring and management of the investments
• Requirements
• 2-4 years’ experience in a real estate organization, real estate private equity fund or real estate division of an investment bank
• Hard working, high degree of attention to detail and ease with numbers
• Strong knowledge & experience in analysing and modelling complex deals and financial structures.
• Excellent financial modelling, analysis and research skills
• High-level analytical, planning, organizing and problem-solving skills;
• Substantial level of skill in liaising with a range of stakeholders, using influencing, interpersonal, consultation and relationship building skills;
• Ability to commercially evaluate financial data, and present conclusions to inform business decisions;
• Highly developed verbal and written communication skills, including the ability to prepare documentation for stakeholders’ groups at varying levels;
• In-depth knowledge of Microsoft Office products specifically Excel, PowerPoint, and Word
• Fluency in spoken and written English with additional language skills an advantage
  
  
  

Qualifications And Experience

Barings is looking for a graduate with at least two years’ real estate experience, ideally across the UK and continental Europe although European experience is not a prerequisite. A property related degree or accredited qualification is would be an advantage.

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.