Fund Controller / Portfolio Management Associate Aca / Acca

Fund Controller / Portfolio Management Associate (ACA/ACCA) - Real Estate - OUR CLIENT is an international, rapidly growing Real Estate Investment Management SME that have established their business in the UK and overseas. As they expand, they have solely instructed us to help them hire for a new addition to their London team and act as Controller / Portfolio Management Associate - Real Estate - who will join their office in London. This is a great opportunity for someone looking to learn and grow within and beyond the role as the company looks to grow and expand.

THE ROLE of Fund Controller / Portfolio Management Associate is expected to be a balance of finance led real estate responsibilities alongside management and reporting. The requirements for the role will include:

• Reviewing and overseeing financial reports, budgets, and forecasts.
• Monitoring and ensuring compliance with accounting standards and regulations.
• Ensuring structuring and tax compliance.
• Coordinating quarterly reports, asset reviews, and valuation processes within the portfolio/strategies.
• Responsible for reviewing and monitoring updated business plans / underwriting models from the operating partners.
• Tracking actual performance against annual budgets and underwriting models - Prepare/manage/monitor portfolio models.
• Monitoring asset level financing.
• Interfacing with operating partners for delivery and review of recurring property reports and business plan updates.
• Interfacing with the Investment teams both at initial acquisition and ongoing monitoring.
• Interfacing with the IR / Finance teams to provide asset level summaries / data for them to incorporate into investor reporting.
• Interfacing with Compliance team to ensure operating partners are meeting ongoing ODD-related obligations.

THE PERSON and SKILL REQUIREMENTSfor the role: Fund Controller / Portfolio Management Associate

• Qualified Accountant (ACCA, ACA, CIMA or Equivalent) with at least 2 years post qualification experience likely to have been gained in a top tier accounting firm or the Portfolio Management team of an investment firm.
• Proficiency in Excel (including financial modelling), PowerPoint, and Word.
• Proactive work ethic and a team player.
• Well-organized and detail-oriented with the ability to effectively multi-task.
• Strong written and verbal communication skills.
• Desire to learn and grow within and beyond the role.
• Happy to work 3-4 days a week from the office.

BENEFITS:

• Opportunity to develop and progress your career.
• Holidays 25 days pa.
• Non-Contribution pension, Private Health. Life insurance, etc.
• Wide range of non-contractual benefits (e.g. medical check ups, cycle to work, travel insurance, etc).

To learn more about our company and vacancies we are currently working on, visit our website and follow us on LinkedIn

Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.