Portfolio Management

2 days ago


London, United Kingdom eFinancialCareers Full time

**The Search**

Altus Partners have partnered with a leading Real Estate Investment Management firm that is looking to bring on an Audit Manager to join the portfolio valuations team. The business is going through an exciting growth phase off the back of recent successand is looking to grow and develop the team in London. This business is responsible for providing valuations, analytics and reporting of the European portfolio and this role will be working alongside the Head of the team and will be partnering with deals teamand senior execs in Europe and the US.

The business does have the capacity to sponsor in the UK.

**The Role**

The role is an extension of the asset management, portfolio management and finance teams to support the valuation processes across the real estate assets across Europe. The role will work with and manage the external third parties to coordinate appraisalsor facilitate valuation reviews and will work directly with internal management and senior execs to continue to build out the best practices in the valuation and portfolio reporting team. The role is a growth hire, and it is the business first hire withinportfolio valuations and reporting and will work closely with senior management to develop the internal processes and controls around valuations, models review (DCF models) and portfolio reporting for the European assets.

**Responsibilities**

The Portfolio Reporting Associate will act as a key liaison between a variety of internal and external stakeholders including, among others, asset managers, European and global finance teams, treasury and accounting functions, and auditors.
- Working closely with asset management team to ensure timeliness and accuracy of the quarterly valuation data for the European funds
- Review and validate valuation models and key assumptions and work with acquisition team to on-board new deals
- As part of the valuation cycle, liaise with fund operations team to update key assumptions including cash, external debt, and line of credit
- Ensure accuracy and completeness of quarterly valuation information and maintain and update European Valuation summary dashboard
- Liaises with third party appraisal firms and advisors to engage and facilitate external valuations and model reviews.
- Work in a team to co-ordinate the European audit process, liaising with local, group and global auditors to ensure that information is provided on a timely basis and that deadlines are met
- Implementation of standardization of valuation and reporting approaches for specific asset and geographies
- Support with the definition and implementation of valuation and reporting best practices
- Other responsibilities will include ad-hoc project work and implementation of reporting efficiencies and support to technology initiatives

**Qualifications**:

- Qualified Accountant with an audit background is preferred
- 5 Years+ in an audit background in Real Estate, Private Equity or Asset Management
- Excellent written and verbal communication skills
- Ability to respond quickly in a dynamic, fast paced environment
- Ability to multi-task across a wide range of stakeholders
- Passion for making business processes more efficient and successful.
- Excellent problem solving and interpersonal skills necessary.
- Strong attention to detail and ability to work both independently and in a team environment.
- Superior analytical and financial skills, including strong knowledge of finance and accounting and exceptional Excel and PowerPoint expertise
- Excellent communication and interpersonal skills; ability to work in team environments and develop/maintain internal and external relationships is critical
- Ability to create and maintain large databases
- Demonstrates confidence and capability in communicating in a variety of forums, including formal presentations, training sessions, etc


  • Portfolio Manager

    2 weeks ago


    London, Greater London, United Kingdom Pharo Management Full time £100,000 - £150,000 per year

    Portfolio Manager - LondonCompany:Pharo Management is a leading global macro hedge fund with a focus on Emerging Markets. Founded in 2000, the firm currently manages approximately $7 billion in assets across five funds. Pharo trades foreign exchange, sovereign and corporate credit, local market interest rates, commodities, and their derivatives.  Our...

  • Portfolio Manager

    7 days ago


    City Of London, United Kingdom Imperial Management Full time

    Get AI-powered advice on this job and more exclusive features.Every day, talented capital markets professionals in banks, funds or financial institutions spot lucrative trade opportunities they can’t act on—whether due to mandate restrictions, capital constraints, or risk limits. The amount of untapped value left behind is staggering.We provide the...


  • london, United Kingdom London Block Management Full time

    At London Block Management, we do things differently. Our mission is to provide transparent residential block management services across Greater London. We are committed to creating safe, well-maintained, and thriving communities through rigorous compliance, proactive safety measures, and a focus on long-term sustainability. We specialise in supporting Right...


  • Greater London, United Kingdom Wellington Management Full time

    About the Role THE POSITION Wellington is seeking a Portfolio Construction & Risk Strategist to work with the Portfolio Architecture team within Global Risk & Performance Strategy. The Strategist will collaborate with GRPS colleagues, portfolio managers, and IT professionals to develop quantitative methodologies for portfolio construction, addressing...


  • London, United Kingdom MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...


  • London, United Kingdom MFS Investment Management Full time

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...


  • London, Greater London, United Kingdom MFS Investment Management Full time £80,000 - £180,000 per year

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...


  • London, Greater London, United Kingdom MFS Investment Management Full time £100,000 - £200,000 per year

    At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions...


  • London, United Kingdom Brookfield Asset Management Full time

    Location London - One Canada Square, Level 26 Our Company At Brookfield Properties, the foundation of our success is firmly rooted in our people. Our company is comprised of experts across a range of specialties who share a goal of ensuring our properties are continuously evolving to meet the needs of our communities and stakeholders. To meet this goal,...


  • City Of London, United Kingdom Schroder Investment Management GmbH Full time

    Cazenove – Assistant Portfolio Manager Join one of the UK’s leading wealth management firms, where our people‑first culture is at the heart of everything we do. Through our Wealth Management Graduate Programme, we look for emerging talent who are eager to grow into future leaders, trusted advisers, commercial champions or technical experts – while...