Senior Investment Reporting Analyst

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.

What you'll do:

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

What you bring:

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

What sets this company apart:

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

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates