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Investment Associate Consultant/consultant

4 months ago

Cirencester Gloucestershire, United Kingdom Stockbrook Capital Full time

Stockbrook Capital is a private equity and venture capital firm that operates as a multi-asset Introductory Broker (IB) based in Cirencester. Established in 2017, we work with Small-Medium Businesses with untapped potential and assist Corporate, Institutional, and Private Clients with growth-focused investment opportunities in the private and public markets. Working in partnership with credible and reputable FCA-regulated Stockbrokers and Wealth Managers, we offer a range of services, including fixed-income investments, ESG and impact investing, real estate and property developments, alternative energy, and start-up finance.

This is a full-time, on-site role as a Property Investment Consultant at Stockbrook Capital in Cirencester. As a Property Investment Consultant, you will be responsible for introducing sophisticated HNW and UHNW investors to our property investment portfolio and exclusive real estate developments. You will work closely with clients to understand their investment goals and provide tailored investment strategies. Additionally, you will collaborate with a team of professionals to identify investment opportunities, conduct financial analyses, and provide expert advice to clients.

Client Relationship Management: Develop and maintain strong relationships with clients, understanding their investment goals and providing tailored advice.
Market Analysis: Conduct thorough market research and analysis to identify potential investment opportunities and trends.
Investment Strategy: Develop and implement effective investment strategies to maximise returns for clients.
Portfolio Management: Oversee the management of client portfolios, ensuring optimal performance and adherence to investment strategies.
Perform detailed due diligence on potential investment properties, including financial analysis, risk assessment, and feasibility studies.
Prepare comprehensive investment reports and present findings to clients and senior management.
Networking: Build and maintain a network of industry contacts, including real estate agents, developers, and other key stakeholders.

A bachelor's/master's degree in finance or professional certification is preferred but not essential.
Experience: Minimum of 2 years of experience in property investment, real estate consultancy, or a related field.
Skills: Strong analytical and financial modelling skills, excellent communication and presentation abilities, and a thorough understanding of the property market.
Competitive Salary: Attractive remuneration package with performance-based bonuses.
Professional Development: Opportunities for continuous learning and career advancement.
A collaborative and innovative workplace culture.
Comprehensive Benefits: Health insurance, gym membership, continuous product and sales training and room to grow and evolve within a dynamic forward-thinking firm.

Please include "Property Investment Consultant Application" in the subject line.