Investment Analyst
Birmingham, West Midlands
Investment Analyst
- Permanent
Birmingham, West Midlands
The details
This vacancy has now expired.
Start your job searchJob Title: Investment Analyst
Location: Birmingham
Working pattern: (Full-time, 5 days in office)
Salary: £50,000 - £60,000 p.a., plus company bens
Marks Sattin is partnering with our client, a Private Equity backed Real Estate firm in Birmingham to recruit an Investment Analyst on a full-time, permanent basis.
This role would be well-suited to a highly analytical University Graduate with a Bachelor's or Master's Degree in Accounting & Finance, Economics, Data Science, Mathematics, Computer Science or any other quantitative field.
The ideal candidate will have a passion or interest in Investment Banking, Investment Management, Private Equity or the Real Estate and will have strong analytical and quantitative abilities with proficient Microsoft Excel skills. You will also have a thirst for knowledge, an inquisitive nature and a commercial mind with a passion for business.
The role will sit within the Investment Team and will support the transformation of real estate assets. You will play a critical part in analysing new and existing opportunities, delivering actionable insights, and helping drive informed investment decisions.
Key Responsibilities of the Investment Analyst include:
- Collaborating with the execution team to support all stages of deal execution, including underwriting, financial modelling, due diligence, and preparing marketing materials.
- Building, updating, and managing advanced financial models (e.g. DCF, NPV, IRR) to support transactions, asset valuations, and capital investment decisions
- Conducting financial and operational analysis, and appraising both existing and prospective investment opportunities
- Benchmarking asset performance against broader market trends, competitor activity, and macroeconomic indicators
- Undertaking market research and leveraging data insights to support investment strategy and evaluation
- Overseeing investment software tools to monitor asset performance, project lease trends, and forecast cash flows
- Compiling, verifying, and managing large datasets, including sales metrics, customer demographics, and operational performance data
- Contributing to customer targeting strategies, leasing plans, and marketing decisions through actionable data insights
- Supporting initiatives aimed at enhancing customer engagement, dwell time, and revenue generation across the portfolio
- Producing clear dashboards, reports, and visualisations to effectively communicate data-driven insights to senior stakeholders
- Assisting in the preparation of internal and external reporting materials, including presentations for stakeholders
- Gathering and organising data for regular reporting cycles and assisting in the delivery of reporting outputs
- Supporting compliance reporting and contributing to processes related to fundraising and refinancing activities
To b considered, you will:
- Hold a Bachelor's, Master's, or PhD degree in Finance, Economics, Data Science, Mathematics, Computer Science or in another quantitative field
- Have some experience in or have a keen interest in investment banking, private equity or the real estate sector
- Have strong analytical and quantitative abilities
- Be an advanced user of Excel or have the ability to quickly become proficient
- Have an interest in Business Intelligence tools, to be used to drive better data-driven decisions
- Have a sincere commitment to personal and professional development
- Have a strong work ethic with a desire to work in a team environment with dynamic roles
If you feel you meet the requirements of my client and are keen to work for a highly acquisitive business, please do not hesiate to apply!
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We're committed to protecting the privacy of all our candidates and clients, please visit https://www.markssattin.co.uk/privacy and https://uk.grafton-recruitment.com/en/privacy-policy-1 for our privacy policy.
Related jobs
Salary:
£55,000 - £65,000 per annum
Location:
London
Industry
Consumer & Retail
Qualification
Fully qualified
Market
Commerce & Industry
Salary
£60,000 - £70,000
Job Discipline
Qualified Finance
Contract Type:
Permanent
Description
An industry leader in non-invasive aesthetic treatments is seeking a Management Accountant to join the team and support their growth.
Reference
KD9595
Expiry Date
01/01/01
Author
Kimberley DonovanAuthor
Kimberley DonovanSalary:
£150 - £200 per day
Location:
Wakefield, West Yorkshire
Industry
Business Services
Qualification
Part qualified
Market
Professional Services
Salary
£150 - £250
Job Discipline
Part Qualified & Transactional Finance
Contract Type:
Contract
Description
Interim Finance Analyst - Immediate Start!
Reference
BBBH190463
Expiry Date
01/01/01
Author
Haroon HussainAuthor
Haroon HussainSalary:
£65,000 - £75,000 per annum
Location:
City of London, London
Industry
Investment Management
Qualification
None specified
Market
Financial Services
Salary
£70,000 - £80,000
Job Discipline
Qualified Finance
Contract Type:
Permanent
Description
Investment Manager looking for an experienced professional to add to their Internal Audit team working closely with stakeholders globally
Reference
BBBH190465
Expiry Date
01/01/01
Author
Cliodhna LynchAuthor
Cliodhna LynchSalary:
£40,000 - £55,000 per annum
Location:
Leeds, West Yorkshire
Industry
Business Services
Qualification
None specified
Market
Financial Services
Salary
£50,000 - £60,000
Job Discipline
Tax
Contract Type:
Permanent
Description
.
Reference
BBBH183945
Expiry Date
01/01/01
Author
Aleksandra TaranovskajaAuthor
Aleksandra TaranovskajaRelated articles

Teaser
Commerce & IndustryContent Type
General
01/07/25
Summary
Fintech is constantly rewriting the rules on how companies operate, how businesses borrow money, and how customers pay for goods. It’s not just revolutionising transactions, it’s creating entirely new
by
Pres Pillai

Teaser
TechnologyContent Type
General
20/04/25
Summary
In the competitve UK tech landscape, securing top-tier softwared engineers is more than challenging than ever. The UK tech sector retains the number 1 spot in Europe and number 3 in the world as
by
Shammi Choudhury

Teaser
Commerce & IndustryContent Type
General
01/04/25
Summary
Temporary contracts often carry an air of uncertainty, leaving many professionals hesitant to embrace them. While they may lack the long-term security of permanent positions, temporary work offer
by
Mark Korevaar