Real Estate Finance

2 days ago

Cheltenham, Gloucestershire, United Kingdom Mack Group Full time

Real Estate Finance & Investment Associate
(ACA Qualified)

This would likely be a great first move from a Big 4 or Top 10 Chartered Accountancy firm as a newly or recently qualified Chartered Accountants with 1 to 3 years PQE.

About the Role

We are seeking a commercially minded and analytically strong Chartered Accountant to join our growing real estate investment and development platform. This role bridges real estate finance, fund structuring, and private client advisory, providing direct exposure to property development projects, capital raising, and fund creation.

You will work closely with the leadership team on financial analysis, structuring investments, and supporting strategic decision-making for real estate developments and private client opportunities.

Key Responsibilities

  • Build, refine, and maintain complex Excel financial models for real estate developments, funds, and investment scenarios.
  • Prepare investment memoranda, pitch decks, and board presentations for both institutional and private clients.
  • Assist in the creation and structuring of real estate funds, including SPV and partnership setups.
  • Conduct cash flow forecasting, scenario modelling, and project appraisals.
  • Support due diligence, valuations, and capital raising activities.
  • Liaise with external advisors (lawyers, surveyors, tax specialists, and fund administrators).
  • Contribute to strategic analysis, market benchmarking, and investor reporting.
  • Assist with private client investment structuring and financial performance tracking.

Ideal Background

  • ACA (newly or recently qualified; 0–3 years PQE from a practice / consulting advisory firm).
  • Trained at a Big 4 or top 10 accounting firm — ideally within:
  • Real Estate or Capital Projects Advisory,
  • Deal Advisory / Transaction Services,
  • Private Client or Corporate Finance.

Experience in real estate finance, fund structuring, or investment advisory is strongly preferred.

  • Advanced proficiency in Microsoft Excel (financial modelling, scenario analysis, dynamic dashboards).
  • Excellent PowerPoint and presentation design skills — ability to produce investor-ready decks and materials.
  • Confident communicator with strong business writing and client interaction experience.

Preferred Technical Skills

− Excel: advanced modelling, sensitivity analysis.

− PowerPoint: investor presentation design, financial storytelling.

− Power BI or data visualisation tools (nice to have).

− Understanding of SPV structures, REITs, LLPs, and fund accounting.

− Strong working knowledge of valuation, IRR, and NPV principles.

Personal Attributes

− Commercially curious and highly numerate.

− Excellent attention to detail and pride in presentation quality.

− Comfortable managing multiple projects and stakeholders.

− Entrepreneurial mindset — proactive and solutions-driven.

Compensation & Progression

− Competitive salary (market rates, dependent upon experience).

− Annual performance-based bonus.

− Clear progression to senior investment or finance leadership roles.

− Direct exposure to investors, developers, and decision-makers.

Example Target Backgrounds

− Senior Associate or Assistant Manager in KPMG / EY / Deloitte Deals or Real Estate Advisory.

− Executive or Assistant Manager in BDO / GT / RSM Real Estate, Corporate Finance, or Private Client Advisory.

− Real Estate or Fund Accountant in a boutique property investment or private equity firm.

  • Real Estate Finance Solicitor

    2 days ago

    Cheltenham, Gloucestershire, United Kingdom TSR Legal Full time

    Real Estate Finance Solicitor – 1+ PQETSR Legal are currently supporting a highly regarded Top 200 law firm who are looking to recruit a Real Estate Finance Solicitor to their growing Commercial Property department.As a Real Estate Finance Solicitor, you will play a key role as part of the national team, working on large-scale, multi-disciplinary...

  • Real Estate Graduate

    17 hours ago

    Cheltenham, Gloucestershire, United Kingdom Vistry Group Full time

    Our Graduate Real Estate Pathway is the perfect place for aspiring Land Managers, Development Managers & Planning Managers, or anyone with a natural interest in land acquisition, planning policies or project management. This pathway is tailored to expose you to key areas of the business that will develop you into a strong all-rounder within the Real Estate...

  • Real Estate Solicitor

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom TSR Legal Full time

    Real Estate Solicitor - 2+ PQETSR Legal are seeking a talented Real Estate Solicitor with at least 2 years' post-qualified experience to join a leading, forward-thinking legal team with a strong reputation in the UK property market. This is an excellent opportunity for a solicitor looking to join one of the regions high-performing property teams.The RoleYou...

  • Real Estate Paralegal

    1 week ago

    Cheltenham, Gloucestershire, United Kingdom Wiggin LLP Full time

    Job TitleReal Estate ParalegalJob LocationCheltenhamDescription "">Property paralegal. Cheltenham base.Full / Part-time.c. 1 year fixed term contract.About the role Wiggin is not a typical law firm and this is not a typical Property Paralegal role.We specialise in media, technology, sports, betting & gaming and intellectual property. While our clients...

  • Real Estate Paralegal

    3 days ago

    Cheltenham, Gloucestershire, United Kingdom Wiggin Full time

    Property paralegal. Cheltenham base.Full / Part-time. c.1 year fixed term contract.About the roleWiggin is not a typical law firm and this is not a typical Property Paralegal role.We specialise in media, technology, sports, betting & gaming and intellectual property. While our clients instruct us on mainstream freehold, leasehold and other typical property...

  • Real Estate Paralegal

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Wiggin Full time £18,000 - £40,000 per year

    Property paralegal. Entry level.Cheltenham base.Full / Part-time. c.1 year fixed term contract.About the roleWiggin is not a typical law firm and this is not a typical Property Paralegal role.We specialise in media, technology, sports, betting & gaming and intellectual property. While our clients instruct us on mainstream freehold, leasehold and other...

  • Executive Assistant

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Catalyst Partners Full time £40,000 - £60,000 per year

    Executive Assistant – Real Estate Business (Cheltenham)Location:Cheltenham, UKSalary:Competitive + BenefitsContract:Full-time, PermanentCatalyst Partners is working with a leading real estate business in Cheltenham to recruit an experienced and proactive Executive Assistant. This is an exciting opportunity to join a dynamic team and provide high-level...

  • block manager – cheltenham – 35k

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom One Property Recruitment Full time £30,000 - £60,000 per year

    Block Manager – Cheltenham – £35kCheltenhamBlock Management£35kOne Property Recruitmentare partnered with an area leading property management company in search for aBlock ManagerinCheltenham. The main function of this role is to communicate efficiently with leaseholders, clients, and contractors to ensure a first-class service for all parties involved...

  • Lettings Property Manager

    2 weeks ago

    Cheltenham, Gloucestershire, United Kingdom Nexus Erp Limited Full time £30,000 - £40,000 per year

    Job DescriptionLettings Property Manager - Cheltenham - up to £30k (Salary Negotiable)We are recruiting an experienced Lettings Property Manager for our busy and successful Lettings and Estate Agency client based in Cheltenham.  A leading, independent agent who have been established for many years, they provide a traditional Lettings and Estate Agency...

  • Legal Support Assistant

    2 days ago

    Cheltenham, Gloucestershire, United Kingdom Harrison Clark Rickerbys Legal LLP Full time

    We are currently looking for a proactive professional with conveyancing experience, to fulfil an important support role within our Real Estate Finance team.The Real Estate Finance team is a vibrant team with a strong culture and deals with fast-paced transactions, acting for both lenders and borrowers on refinances and property acquisitions.Based in...